Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BURCA (Burnham Holdings Inc) | 3.83% | 11.84% | 33.18% | 20.77% | 11.15% | 10.08% | 6.32% | … | … |
Data as of 06/03/2026, Common starting date is 10/08/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BURCA (Burnham Holdings Inc) | 10/08/2003 | 06/03/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.53 | 11.84 | 33.18 | 20.77 | 11.15 | 10.08 | 6.32 | … | … | 3.83 | 88.05 | 26.66 | 0.89 | -3.62 | 15.91 | -2.66 | 7.67 | -5.55 | 4.80 | -0.08 | -12.96 | 11.22 | 38.00 | 4.89 | -3.53 | 71.56 | 2.10 | -26.41 | -9.14 | -19.01 | -13.33 | -1.49 | 18.40 |
| Sharpe Ratio | NA | 0.34 | 0.97 | 0.66 | 0.34 | NA | NA | … | … | 0.28 | 2.54 | 0.70 | -0.11 | -0.22 | 0.67 | -0.06 | 0.28 | -0.33 | 0.18 | -0.01 | -0.41 | 0.49 | 0.94 | 0.13 | -0.13 | 2.18 | 0.03 | -0.43 | -0.60 | -0.68 | -0.81 | -0.06 | 3.76 |
| Standard Deviation(%) | NA | 31.80 | 32.10 | 28.52 | 28.86 | NA | NA | … | … | 33.05 | 33.75 | 33.10 | 25.77 | 23.46 | 23.64 | 45.62 | 21.88 | 21.34 | 22.67 | 22.35 | 31.80 | 22.92 | 40.24 | 36.56 | 27.33 | 32.71 | 70.17 | 63.56 | 20.63 | 33.20 | 19.26 | 38.78 | 28.66 |
| Draw Down(%) | NA | 11.79 | 11.79 | 18.05 | 37.66 | NA | NA | … | … | 11.79 | 10.94 | 10.57 | 10.81 | 18.05 | 8.71 | 36.22 | 8.36 | 13.35 | 13.41 | 14.51 | 26.78 | 7.37 | 16.33 | 18.52 | 14.56 | 9.43 | 36.49 | 42.47 | 15.29 | 28.81 | 18.95 | 24.56 | 4.12 |
| Yield(%) | 0.00 | 3.84 | 7.14 | 6.60 | 5.47 | 6.04 | 3.54 | … | … | 0.92 | 6.62 | 7.93 | 7.04 | 6.36 | 6.90 | 6.29 | 6.33 | 5.64 | 5.59 | 5.29 | 4.51 | 4.37 | 5.61 | 5.31 | 4.47 | 7.16 | 7.95 | 4.56 | 4.11 | 4.28 | 4.46 | 4.07 | 1.15 |
Data as of 06/03/2026, Common starting date is 10/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURCA (Burnham Holdings Inc) |
-26.30%
Mar 2006 – Mar 2009 |
-20.15%
Mar 2004 – Mar 2009 |
0.40%
Jun 2004 – Jun 2014 |
-1.21%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURCA (Burnham Holdings Inc) |
37.42%
Oct 2022 – Oct 2025 |
27.85%
Mar 2009 – Mar 2014 |
13.28%
Mar 2009 – Mar 2019 |
10.41%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart