Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BTAM (Ben Tam Inc) NA 0.00% -7.17% -4.36% NA NA NA
Data as of 02/22/2022, Common starting date is 09/09/2016
More Performance Analytics Comparison
Name Start Date End Date
BTAM (Ben Tam Inc) 09/09/2016 02/22/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019
Annualized Return (%) 0.00 0.00 -7.17 -4.36 NA NA NA 0.00 33.33 -2.25 -74.43
Sharpe Ratio NA 0.00 -0.03 -0.08 NA NA NA 0.00 0.19 -0.01 -0.09
Standard Deviation(%) NA 80.93 270.32 270.91 NA NA NA NA 179.95 194.39 407.04
Draw Down(%) NA 0.00 85.00 91.67 NA NA NA 0.00 71.43 77.10 91.67
Yield(%) 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 02/22/2022, Common starting date is 09/09/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BTAM (Ben Tam Inc) -30.66%
Dec 2018 – Dec 2021
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
BTAM (Ben Tam Inc) -7.17%
Jan 2019 – Jan 2022
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return