Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BPZZF (Boston Pizza Royalties Income Fund) | 18.03% | 25.88% | 15.05% | 31.38% | 7.00% | 8.94% | NA | 7.86% |
Data as of 07/31/2025, AR inception is 05/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPZZF (Boston Pizza Royalties Income Fund) | 05/05/2006 | 07/31/2025 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.74 | 25.88 | 15.05 | 31.38 | 7.00 | 8.94 | NA | 7.86 | 18.03 | 13.54 | 14.46 | 12.01 | 31.82 | -11.86 | 8.70 | -36.02 | 10.22 | 44.98 | -25.36 | -4.44 | 6.99 | 50.15 | 7.98 | 34.40 | 119.16 | -49.64 | 20.09 | -13.88 |
| Sharpe Ratio | NA | 0.76 | 0.47 | 0.79 | 0.15 | NA | NA | 0.22 | 1.09 | 0.41 | 0.47 | 0.31 | 1.13 | -0.15 | 0.29 | -1.86 | 1.03 | 1.88 | -1.15 | -0.30 | 0.35 | 2.92 | 0.28 | 1.80 | 3.60 | -1.20 | 1.00 | -0.67 |
| Standard Deviation(%) | NA | 30.13 | 25.77 | 35.44 | 35.54 | NA | NA | 31.24 | 30.60 | 24.32 | 23.23 | 34.01 | 28.35 | 82.20 | 24.98 | 20.19 | 9.35 | 23.76 | 22.12 | 14.95 | 19.83 | 17.33 | 28.47 | 19.03 | 33.04 | 42.14 | 17.01 | 35.55 |
| Draw Down(%) | NA | 11.98 | 15.33 | 25.00 | 72.69 | NA | NA | 72.69 | 11.41 | 11.08 | 15.33 | 19.26 | 15.99 | 63.24 | 24.24 | 38.88 | 5.29 | 16.80 | 31.12 | 8.25 | 13.69 | 8.12 | 22.04 | 13.35 | 13.77 | 58.02 | 12.90 | 33.07 |
| Yield(%) | 0.00 | 7.25 | 7.65 | 15.79 | 6.10 | 8.73 | 6.27 | 6.60 | 3.34 | 6.81 | 8.63 | 9.49 | 6.94 | 4.85 | 9.93 | 5.94 | 6.19 | 8.36 | 5.51 | 5.48 | 6.08 | 8.51 | 7.51 | 11.28 | 21.60 | 9.43 | 10.18 | 6.00 |
Data as of 07/31/2025, AR inception is 05/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPZZF (Boston Pizza Royalties Income Fund) |
-32.19%
Sep 2017 - Sep 2020 |
-17.40%
Mar 2015 - Mar 2020 |
-3.77%
Sep 2010 - Sep 2020 |
5.31%
Sep 2006 - Sep 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPZZF (Boston Pizza Royalties Income Fund) |
53.97%
Mar 2009 - Mar 2012 |
40.01%
Nov 2008 - Nov 2013 |
16.12%
Nov 2008 - Nov 2018 |
12.94%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart