Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BV (BrightView Holdings, Inc.) | -2.76% | -24.88% | 20.56% | -6.77% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/29/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BV (BrightView Holdings, Inc.) | 06/29/2018 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | -24.88 | 20.56 | -6.77 | NA | NA | NA | … | … | -2.76 | -19.57 | 90.50 | 22.21 | -51.07 | -6.88 | -10.37 | 65.23 | -53.49 |
| Sharpe Ratio | NA | -0.70 | 0.53 | -0.22 | NA | NA | NA | … | … | -0.22 | -0.68 | 2.19 | 0.38 | -1.20 | -0.19 | -0.15 | 1.65 | -1.69 |
| Standard Deviation(%) | NA | 33.58 | 36.31 | 40.51 | NA | NA | NA | … | … | 38.76 | 33.64 | 38.68 | 47.69 | 43.96 | 36.17 | 72.08 | 38.60 | 47.23 |
| Draw Down(%) | NA | 32.82 | 39.24 | 70.92 | NA | NA | NA | … | … | 19.41 | 30.70 | 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 06/05/2026, Common starting date 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.) |
29.70%
Feb 2023 – Feb 2026 |
8.25%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart