Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BURCB (Burnham Holdings Inc) | NA | -6.83% | 2.11% | 0.04% | -2.09% | NA | NA | … | … |
Data as of 06/18/2024, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BURCB (Burnham Holdings Inc) | 06/19/2012 | 06/18/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.83 | 2.11 | 0.04 | -2.09 | NA | NA | … | … | -9.89 | 6.90 | 6.90 | -10.54 | 5.75 | 5.75 | 19.91 | -31.16 | 4.20 | 4.20 | 54.81 | 5.71 | 2.53 |
| Sharpe Ratio | NA | -0.83 | -0.04 | -0.16 | -0.11 | NA | NA | … | … | -1.29 | 0.80 | 1.67 | -0.59 | 1.98 | 1.56 | 0.65 | -0.37 | 1.95 | 2.04 | 1.30 | 2.06 | 1.98 |
| Standard Deviation(%) | NA | 12.79 | 7.87 | 10.10 | 30.01 | NA | NA | … | … | 18.44 | 3.33 | 3.32 | 17.85 | 2.77 | 2.78 | 28.66 | 86.49 | 2.04 | 2.04 | 42.17 | 2.76 | 2.42 |
| Draw Down(%) | NA | 11.65 | 11.65 | 16.09 | 45.69 | NA | NA | … | … | 11.65 | 0.00 | 0.00 | 16.09 | 0.00 | 0.00 | 18.75 | 44.00 | 0.00 | 0.00 | 14.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 5.04 | 6.09 | 5.29 | 3.43 | 4.67 | 3.50 | … | … | 1.73 | 6.62 | 6.62 | 5.55 | 5.55 | 5.55 | 6.29 | 4.09 | 4.09 | 4.09 | 5.79 | 5.52 | 2.48 |
Data as of 06/18/2024, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURCB (Burnham Holdings Inc) |
-12.01%
Jun 2014 – Jun 2017 |
-6.42%
Aug 2017 – Aug 2022 |
1.18%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURCB (Burnham Holdings Inc) |
19.65%
Jul 2012 – Jul 2015 |
16.84%
Aug 2012 – Aug 2017 |
4.72%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart