Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BSHI (Boss Holdings Inc) | -7.28% | -9.68% | -10.07% | -5.92% | 0.55% | 5.99% | 1.80% | 7.28% |
Data as of 08/01/2025, AR inception is 06/11/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSHI (Boss Holdings Inc) | 06/11/1999 | 08/01/2025 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.38 | -9.68 | -10.07 | -5.92 | 0.55 | 5.99 | 1.80 | 7.28 | -7.28 | -16.11 | -4.00 | -24.85 | 10.00 | -6.98 | 39.06 | -1.54 | 22.64 | 9.32 | 3.06 | 13.29 | 23.87 | 4.75 | 9.59 | 24.79 | 10.38 | -40.85 | 46.41 | -23.02 | 12.77 | 39.33 | 38.63 | 114.71 | -2.86 | -51.72 | 61.11 |
| Sharpe Ratio | NA | -0.74 | -0.74 | -0.38 | -0.03 | NA | NA | 0.14 | -0.71 | -1.70 | -0.49 | -0.97 | 0.38 | -0.09 | 0.99 | -0.09 | 0.93 | 0.35 | 0.11 | 0.47 | 0.70 | 0.12 | 0.35 | 0.39 | 0.20 | -0.65 | 1.08 | -0.87 | 0.36 | 1.28 | 0.81 | 1.83 | -0.13 | -0.88 | 2.20 |
| Standard Deviation(%) | NA | 19.05 | 18.19 | 28.86 | 36.06 | NA | NA | 42.27 | 25.23 | 13.45 | 17.04 | 27.09 | 41.52 | 77.08 | 38.47 | 33.23 | 23.71 | 25.97 | 28.22 | 28.32 | 34.19 | 40.96 | 27.31 | 64.06 | 51.20 | 64.20 | 40.20 | 30.52 | 29.80 | 29.91 | 47.02 | 62.02 | 41.00 | 63.03 | 59.53 |
| Draw Down(%) | NA | 17.68 | 37.76 | 48.96 | 48.96 | NA | NA | 69.76 | 17.14 | 17.70 | 17.07 | 26.65 | 16.00 | 39.10 | 22.00 | 14.21 | 13.73 | 19.64 | 14.87 | 15.44 | 18.11 | 24.85 | 17.68 | 22.91 | 26.09 | 44.08 | 11.44 | 28.82 | 27.01 | 20.95 | 17.95 | 28.57 | 26.67 | 63.51 | 29.27 |
| 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 | 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 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 06/11/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSHI (Boss Holdings Inc) |
-16.15%
Oct 2005 - Oct 2008 |
-11.12%
Jun 2005 - Jun 2010 |
0.55%
Jul 2015 - Jul 2025 |
1.98%
Jun 2005 - Jun 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSHI (Boss Holdings Inc) |
66.38%
Jan 2002 - Jan 2005 |
35.35%
Dec 2000 - Dec 2005 |
18.21%
Apr 2001 - Apr 2011 |
15.32%
Jan 2002 - Jan 2017 |
Annualized Rolling Returns Comparison Chart