Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BVDRX NA 195.92% NA NA NA NA NA
Data as of 07/29/2021, Common starting date is 05/06/2019
More Performance Analytics Comparison
Name Start Date End Date
BVDRX 05/06/2019 07/29/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) 0.00 195.92 NA NA NA NA NA 140.71 -6.48 -2.81
Sharpe Ratio NA 2.41 NA NA NA NA NA 3.46 -0.15 -0.37
Standard Deviation(%) NA 80.20 NA NA NA NA NA 105.38 43.70 15.24
Draw Down(%) NA 11.72 NA NA NA NA NA 8.31 45.20 9.13
Yield(%) 0.00 1.21 6.88 4.13 2.06 1.38 1.03 0.00 17.65 3.47
Data as of 07/29/2021, Common starting date is 05/06/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BVDRX (BVDRX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BVDRX (BVDRX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return