Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BV (BrightView Holdings, Inc.) | 0.63% | 15.59% | 8.15% | 5.87% | NA | NA | NA | -4.34% |
Data as of 07/23/2025, AR inception is 06/29/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BV (BrightView Holdings, Inc.) | 06/29/2018 | 07/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.74 | 15.59 | 8.15 | 5.87 | NA | NA | NA | -4.34 | 0.63 | 90.50 | 22.21 | -51.07 | -6.88 | -10.37 | 65.23 | -53.49 |
| Sharpe Ratio | NA | 0.40 | 0.14 | 0.09 | NA | NA | NA | -0.13 | -0.12 | 2.19 | 0.38 | -1.20 | -0.19 | -0.15 | 1.65 | -1.69 |
| Standard Deviation(%) | NA | 40.66 | 43.79 | 41.93 | NA | NA | NA | 47.18 | 38.99 | 38.68 | 47.69 | 43.96 | 36.17 | 72.08 | 38.60 | 47.23 |
| Draw Down(%) | NA | 34.86 | 60.68 | 72.41 | NA | NA | NA | 77.39 | 24.46 | 16.50 | 38.45 | 57.40 | 29.35 | 58.98 | 19.18 | 59.55 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 07/23/2025, AR inception is 06/29/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BV (BrightView Holdings, Inc.) |
-25.81%
Dec 2019 - Dec 2022 |
-19.23%
Jul 2018 - Jul 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BV (BrightView Holdings, Inc.) |
11.53%
Jun 2022 - Jun 2025 |
8.25%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart