Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BURCP (Burnham Holdings Inc. PFD 6%) | 0.00% | 5.88% | 4.88% | 5.68% | 5.76% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/10/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BURCP (Burnham Holdings Inc. PFD 6%) | 08/10/2012 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.88 | 4.88 | 5.68 | 5.76 | NA | NA | … | … | 0.00 | 5.88 | 5.88 | 5.88 | 5.88 | 2.48 | 5.69 | 5.69 | 5.69 | 11.78 | 6.03 | 6.03 | 38.00 | 7.94 | 66.23 |
| Sharpe Ratio | NA | 0.80 | 0.65 | 0.78 | 0.97 | NA | NA | … | … | 0.00 | 0.76 | 0.56 | 0.55 | 1.11 | 0.43 | 1.39 | 1.08 | 1.09 | 1.64 | 1.41 | 1.45 | 1.94 | 1.47 | 4.96 |
| Standard Deviation(%) | NA | 4.04 | 4.04 | 4.05 | 4.55 | NA | NA | … | … | 0.00 | 4.07 | 4.03 | 4.05 | 4.04 | 5.73 | 3.90 | 3.90 | 3.96 | 6.83 | 4.13 | 4.13 | 19.55 | 5.39 | 56.36 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.93 | 3.64 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.64 | 0.00 | 0.00 | 0.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 5.63 | 5.63 | 5.58 | 5.48 | 10.80 | 8.10 | … | … | 0.00 | 5.63 | 5.63 | 5.63 | 5.63 | 5.45 | 5.45 | 5.45 | 5.45 | 5.77 | 5.77 | 5.77 | 7.50 | 7.50 | 6.00 |
Data as of 06/04/2026, Common starting date is 08/10/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURCP (Burnham Holdings Inc. PFD 6%) |
4.23%
Mar 2018 – Mar 2021 |
4.98%
Jan 2018 – Jan 2023 |
5.79%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURCP (Burnham Holdings Inc. PFD 6%) |
36.62%
Sep 2012 – Sep 2015 |
24.80%
Sep 2012 – Sep 2017 |
14.50%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart