Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BWXXF (BWX Limited) | NA | 0.00% | -27.08% | -17.05% | NA | NA | NA | -17.05% |
Data as of 07/10/2023, AR inception is 06/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWXXF (BWX Limited) | 06/19/2018 | 07/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -27.08 | -17.05 | NA | NA | NA | -17.05 | 0.00 | -43.43 | -31.10 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.00 | -0.51 | -0.43 | NA | NA | NA | -0.42 | 0.00 | -0.51 | -0.93 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 80.14 | 55.55 | 42.94 | NA | NA | NA | 42.70 | NA | 88.39 | 47.35 | NA | NA | NA |
| Draw Down(%) | NA | 0.00 | 61.46 | 61.46 | NA | NA | NA | 61.46 | 0.00 | 44.44 | 31.10 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.44 | 0.52 | 0.26 | 0.17 | 0.13 | 0.52 | 0.00 | 0.00 | 0.73 | 0.58 | 0.60 | 0.67 |
Data as of 07/10/2023, AR inception is 06/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWXXF (BWX Limited) |
-27.08%
Sep 2019 - Sep 2022 |
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 |
|---|---|---|---|---|
| BWXXF (BWX Limited) |
-11.04%
Jul 2018 - Jul 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart