Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSBK (Bogota Financial Corp.) | 5.68% | 24.72% | 4.52% | -2.35% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSBK (Bogota Financial Corp.) | 01/17/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.31 | 24.72 | 4.52 | -2.35 | NA | NA | NA | … | … | 5.68 | 13.07 | -5.96 | -28.00 | 9.82 | 14.25 | -23.39 |
| Sharpe Ratio | NA | 0.66 | -0.06 | -0.25 | NA | NA | NA | … | … | -0.21 | 0.39 | -0.42 | -1.14 | 0.87 | 0.71 | -0.50 |
| Standard Deviation(%) | NA | 22.56 | 27.80 | 23.72 | NA | NA | NA | … | … | 19.22 | 26.49 | 30.06 | 28.43 | 9.75 | 20.15 | 48.68 |
| Draw Down(%) | NA | 14.12 | 23.60 | 43.62 | NA | NA | NA | … | … | 6.17 | 15.40 | 20.92 | 42.59 | 3.47 | 8.71 | 46.01 |
| 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 |
Data as of 06/05/2026, Common starting date is 01/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSBK (Bogota Financial Corp.) |
-13.93%
May 2022 – May 2025 |
-4.84%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSBK (Bogota Financial Corp.) |
13.17%
Mar 2020 – Mar 2023 |
5.57%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart