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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BMRPF (B&M European Value Retail S.A) -21.81% -37.05% -6.01% 1.52% 0.10% NA NA 0.46%
Data as of 07/25/2025, AR inception is 05/14/2015
More Performance Analytics Comparison
Name Start Date End Date
BMRPF (B&M European Value Retail S.A) 05/14/2015 07/25/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) -3.30 -37.05 -6.01 1.52 0.10 NA NA 0.46 -21.81 -31.06 47.44 -39.66 29.75 45.55 60.33 -31.70 56.12 -32.76 0.58
Sharpe Ratio NA -0.63 -0.13 0.00 -0.02 NA NA -0.01 -0.55 -0.52 0.71 -0.65 0.50 0.80 2.02 -1.14 2.58 -1.42 0.18
Standard Deviation(%) NA 62.69 64.26 62.14 48.96 NA NA 48.55 65.20 66.16 61.92 63.32 59.98 56.57 29.13 29.10 21.57 23.20 4.93
Draw Down(%) NA 44.23 52.86 63.32 63.32 NA NA 63.32 30.58 41.59 18.88 62.67 19.50 43.59 20.32 40.51 4.87 32.76 3.33
Yield(%) 0.00 6.74 8.16 10.29 5.08 3.53 2.65 5.30 7.25 6.73 6.66 2.00 9.25 8.02 2.29 1.54 0.60 0.40 1.00
Data as of 07/25/2025, AR inception is 05/14/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BMRPF (B&M European Value Retail S.A) -18.66%
Feb 2022 - Feb 2025
-4.15%
Sep 2017 - Sep 2022
1.56%
Jun 2015 - Jun 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BMRPF (B&M European Value Retail S.A) 44.67%
Dec 2018 - Dec 2021
26.42%
Dec 2016 - Dec 2021
1.56%
Jun 2015 - Jun 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart