Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWSN (Babcock & Wilcox Enterprises, Inc) | NA | 14.85% | 11.34% | NA | NA | NA | NA | … | … |
Data as of 12/04/2025, Common starting date is 02/18/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWSN (Babcock & Wilcox Enterprises, Inc) | 02/18/2021 | 12/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 14.85 | 11.34 | NA | NA | NA | NA | … | … | 25.19 | 24.71 | -11.41 | -0.75 | 10.41 |
| Sharpe Ratio | NA | 0.12 | 0.11 | NA | NA | NA | NA | … | … | 0.23 | 0.49 | -0.68 | -0.16 | 1.64 |
| Standard Deviation(%) | NA | 103.09 | 65.54 | NA | NA | NA | NA | … | … | 106.94 | 42.80 | 22.18 | 13.90 | 7.31 |
| Draw Down(%) | NA | 65.04 | 65.19 | NA | NA | NA | NA | … | … | 64.92 | 37.19 | 25.89 | 10.04 | 3.05 |
| Yield(%) | 0.00 | 8.44 | 8.42 | 7.61 | 3.81 | 2.54 | 1.90 | … | … | 9.06 | 10.26 | 8.41 | 7.76 | 5.80 |
Data as of 12/04/2025, Common starting date is 02/18/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWSN (Babcock & Wilcox Enterprises, Inc) |
-9.97%
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 |
|---|---|---|---|---|
| BWSN (Babcock & Wilcox Enterprises, Inc) |
13.08%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart