Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSMRX | NA | 42.72% | NA | NA | NA | NA | NA | … | … |
Data as of 04/29/2021, Common starting date is 05/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSMRX | 05/02/2019 | 04/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 42.72 | NA | NA | NA | NA | NA | … | … | 16.00 | -7.37 | 1.46 |
| Sharpe Ratio | NA | 1.90 | NA | NA | NA | NA | NA | … | … | 3.31 | -0.19 | 0.07 |
| Standard Deviation(%) | NA | 22.50 | NA | NA | NA | NA | NA | … | … | 17.71 | 39.98 | 13.56 |
| Draw Down(%) | NA | 12.42 | NA | NA | NA | NA | NA | … | … | 5.03 | 45.45 | 8.13 |
| Yield(%) | 0.00 | 0.00 | 0.68 | 0.41 | 0.20 | 0.14 | 0.10 | … | … | 0.00 | 0.00 | 2.04 |
Data as of 04/29/2021, Common starting date is 05/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMRX (BSMRX) |
0.00%
NA |
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 |
|---|---|---|---|---|
| BSMRX (BSMRX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart