Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMTX (Bm Technologies Inc) | NA | 134.74% | -19.09% | NA | NA | NA | NA | … | … |
Data as of 01/31/2025, Common starting date is 07/09/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMTX (Bm Technologies Inc) | 07/09/2020 | 01/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 134.74 | -19.09 | NA | NA | NA | NA | … | … | 2.25 | 136.10 | -60.65 | -43.43 | -10.58 | -6.36 |
| Sharpe Ratio | NA | 1.33 | -0.29 | NA | NA | NA | NA | … | … | 5.35 | 1.33 | -0.80 | -0.88 | -0.13 | -2.12 |
| Standard Deviation(%) | NA | 96.76 | 79.18 | NA | NA | NA | NA | … | … | 5.17 | 98.28 | 81.96 | 51.17 | 71.59 | 8.85 |
| Draw Down(%) | NA | 42.19 | 85.73 | NA | NA | NA | NA | … | … | 0.81 | 42.19 | 75.04 | 53.10 | 53.68 | 9.15 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/31/2025, Common starting date is 07/09/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMTX (Bm Technologies Inc) |
-48.11%
Feb 2021 – Feb 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMTX (Bm Technologies Inc) |
-19.03%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart