Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPVDX (BPV CORE DIVERSIFICATION FUND INSTITUTIONAL SHARES) | NA | -14.52% | -4.59% | -1.22% | NA | NA | NA | … | … |
Data as of 11/23/2016, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPVDX (BPV CORE DIVERSIFICATION FUND INSTITUTIONAL SHARES) | 10/28/2011 | 11/23/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.41 | -14.52 | -4.59 | -1.22 | NA | NA | NA | … | … | -12.97 | -5.22 | 4.13 | 3.64 | 3.95 | -0.89 |
| Sharpe Ratio | NA | -1.05 | -0.49 | -0.16 | NA | NA | NA | … | … | -1.00 | -0.72 | 0.85 | 0.66 | 0.75 | -0.60 |
| Standard Deviation(%) | NA | 13.95 | 9.42 | 8.13 | NA | NA | NA | … | … | 14.47 | 7.31 | 4.83 | 5.44 | 5.22 | 8.53 |
| Draw Down(%) | NA | 15.10 | 20.02 | 20.02 | NA | NA | NA | … | … | 12.97 | 9.22 | 4.27 | 5.62 | 4.45 | 3.43 |
| Yield(%) | 0.00 | 6.58 | 4.04 | 2.75 | 1.34 | 0.89 | 0.67 | … | … | 0.00 | 6.34 | 4.97 | 0.84 | 0.67 | 0.00 |
Data as of 11/23/2016, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPVDX (BPV CORE DIVERSIFICATION FUND INSTITUTIONAL SHARES) |
-0.84%
Apr 2013 – Apr 2016 |
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 |
|---|---|---|---|---|
| BPVDX (BPV CORE DIVERSIFICATION FUND INSTITUTIONAL SHARES) |
4.37%
Nov 2011 – Nov 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart