Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVERS (Beaver Coal Co Ltd) | 3.56% | -21.58% | 6.23% | 22.38% | 31.46% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVERS (Beaver Coal Co Ltd) | 09/26/2012 | 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 (%) | -1.85 | -21.58 | 6.23 | 22.38 | 31.46 | NA | NA | … | … | 3.56 | -21.17 | 20.83 | 21.55 | 77.78 | 56.75 | 4.44 | 58.46 | 25.60 | 61.54 | 5.32 | -16.95 | -17.89 | 75.32 | -5.09 |
| Sharpe Ratio | NA | -0.42 | 0.06 | 0.41 | 0.52 | NA | NA | … | … | 0.10 | -0.45 | 0.32 | 0.47 | 1.64 | 1.09 | 0.11 | 2.27 | 0.93 | 1.07 | 0.04 | -0.51 | -0.55 | 2.45 | -1.28 |
| Standard Deviation(%) | NA | 51.62 | 50.63 | 51.47 | 57.78 | NA | NA | … | … | 61.75 | 53.19 | 53.05 | 38.49 | 46.77 | 51.83 | 36.33 | 25.15 | 26.04 | 57.08 | 120.19 | 33.58 | 32.80 | 30.68 | 14.53 |
| Draw Down(%) | NA | 34.83 | 38.32 | 38.32 | 59.63 | NA | NA | … | … | 20.42 | 28.82 | 24.72 | 31.52 | 14.52 | 15.85 | 23.11 | 12.83 | 12.31 | 30.29 | 55.78 | 30.66 | 29.96 | 6.20 | 8.52 |
| Yield(%) | 0.00 | 3.39 | 8.56 | 17.11 | 33.78 | 15.99 | 11.99 | … | … | 2.04 | 2.07 | 9.84 | 12.76 | 21.33 | 17.09 | 10.46 | 20.00 | 19.62 | 22.12 | 10.96 | 8.33 | 10.99 | 13.31 | 3.30 |
Data as of 06/04/2026, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVERS (Beaver Coal Co Ltd) |
-11.15%
Apr 2014 – Apr 2017 |
7.82%
Dec 2013 – Dec 2018 |
23.13%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVERS (Beaver Coal Co Ltd) |
56.43%
Jan 2020 – Jan 2023 |
56.84%
Apr 2017 – Apr 2022 |
31.46%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart