Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOLBP (BOL Bancshares Inc. PFD) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 10/27/2022, Common starting date is 07/21/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOLBP (BOL Bancshares Inc. PFD) | 07/21/2014 | 10/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | 166.67 | 36.24 | -72.48 | 166.67 | 1,400.00 | -95.00 | 0.00 | -20.00 |
| Sharpe Ratio | NA | 0.00 | 0.09 | 0.14 | NA | NA | NA | … | … | 0.00 | 0.42 | 0.82 | -0.91 | 2.57 | 5.66 | -0.38 | 0.00 | -1.17 |
| Standard Deviation(%) | NA | 42.68 | 231.27 | 183.01 | NA | NA | NA | … | … | NA | 393.29 | 43.71 | 80.80 | 64.28 | 249.90 | 249.57 | 13.51 | 33.18 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 93.47 | 31.82 | 75.53 | 0.00 | 0.00 | 95.00 | 9.09 | 20.00 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 10/27/2022, Common starting date is 07/21/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOLBP (BOL Bancshares Inc. PFD) |
-15.66%
Aug 2014 – Aug 2017 |
-11.25%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOLBP (BOL Bancshares Inc. PFD) |
210.72%
Aug 2016 – Aug 2019 |
112.35%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart