Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWNB (Babcock & Wilcox Enterprises Inc.) | 3.47% | 68.06% | 14.70% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/17/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWNB (Babcock & Wilcox Enterprises Inc.) | 12/17/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 68.06 | 14.70 | NA | NA | NA | NA | … | … | 3.47 | 32.35 | 33.17 | -14.60 | -12.15 | 0.20 |
| Sharpe Ratio | NA | 2.37 | 0.18 | NA | NA | NA | NA | … | … | 1.30 | 0.28 | 0.70 | -0.65 | -0.64 | 0.77 |
| Standard Deviation(%) | NA | 44.36 | 68.31 | NA | NA | NA | NA | … | … | 4.93 | 108.96 | 42.08 | 28.45 | 21.27 | 7.47 |
| Draw Down(%) | NA | 16.94 | 69.01 | NA | NA | NA | NA | … | … | 2.04 | 68.91 | 33.43 | 27.94 | 21.74 | 1.01 |
| Yield(%) | 0.00 | 10.12 | 7.69 | 5.25 | 2.62 | 1.75 | 1.31 | … | … | 1.66 | 8.20 | 9.43 | 7.68 | 4.92 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/17/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWNB (Babcock & Wilcox Enterprises Inc.) |
-16.38%
May 2022 – May 2025 |
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 |
|---|---|---|---|---|
| BWNB (Babcock & Wilcox Enterprises Inc.) |
14.99%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart