Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSPGX (iShares S&P 500 Index Fund) | 11.34% | 28.53% | 22.68% | 13.99% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSPGX (iShares S&P 500 Index Fund) | 07/03/2019 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 28.53 | 22.68 | 13.99 | NA | NA | NA | … | … | 11.34 | 17.85 | 24.96 | 26.27 | -18.12 | 28.66 | 18.44 | 8.89 |
| Sharpe Ratio | NA | 2.28 | 1.36 | 0.69 | NA | NA | NA | … | … | 2.02 | 0.81 | 1.68 | 1.74 | -0.81 | 2.19 | 0.52 | 1.43 |
| Standard Deviation(%) | NA | 11.86 | 14.78 | 16.87 | NA | NA | NA | … | … | 13.51 | 18.57 | 12.67 | 13.12 | 24.18 | 13.10 | 34.59 | 12.23 |
| Draw Down(%) | NA | 8.90 | 18.73 | 24.50 | NA | NA | NA | … | … | 8.90 | 18.73 | 8.45 | 9.94 | 24.50 | 5.12 | 33.75 | 5.99 |
| Yield(%) | 0.00 | 2.00 | 2.14 | 2.07 | 1.84 | 1.23 | 0.92 | … | … | 0.27 | 2.01 | 1.77 | 1.90 | 1.62 | 2.35 | 1.92 | 1.21 |
Data as of 06/04/2026, Common starting date is 07/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSPGX (iShares S&P 500 Index Fund) |
7.65%
Dec 2019 – Dec 2022 |
12.03%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSPGX (iShares S&P 500 Index Fund) |
24.92%
Sep 2022 – Sep 2025 |
18.56%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart