Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BYFC (Broadway Financial Corporation) | 9.34% | 41.32% | -1.51% | -22.37% | -3.66% | -4.93% | -10.76% | -4.48% |
Data as of 07/03/2025, AR inception is 01/09/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BYFC (Broadway Financial Corporation) | 01/09/1996 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.18 | 41.32 | -1.51 | -22.37 | -3.66 | -4.93 | -10.76 | -4.48 | 9.34 | 0.88 | -15.97 | -56.28 | 24.86 | 20.13 | 46.67 | -55.51 | 43.90 | 8.61 | 15.27 | 40.86 | 40.91 | -57.69 | -35.80 | -58.95 | 62.28 | -54.61 | -15.60 | -1.86 | -10.78 | -2.57 | 42.02 | 49.99 | 66.93 | 62.54 | -29.89 | -38.93 | 43.24 | -10.84 |
| Sharpe Ratio | NA | 0.58 | -0.16 | -0.24 | -0.09 | NA | NA | -0.09 | 0.20 | -0.10 | -0.37 | -1.07 | 0.35 | 0.16 | 0.83 | -0.90 | 1.12 | 0.17 | 0.17 | 0.43 | 0.38 | -0.46 | -0.47 | -0.48 | 0.59 | -0.56 | -0.25 | -0.25 | -0.44 | -0.13 | 1.41 | 1.65 | 1.34 | 0.79 | -0.77 | -0.90 | 1.99 | -0.54 |
| Standard Deviation(%) | NA | 61.04 | 54.49 | 65.81 | 68.50 | NA | NA | 71.32 | 52.55 | 58.05 | 55.09 | 54.17 | 70.64 | 121.77 | 54.32 | 63.29 | 38.69 | 49.43 | 89.72 | 94.29 | 107.99 | 125.92 | 76.42 | 123.32 | 105.72 | 99.20 | 74.05 | 20.31 | 29.40 | 26.71 | 29.31 | 29.71 | 49.04 | 74.07 | 42.86 | 47.11 | 19.87 | 26.69 |
| Draw Down(%) | NA | 35.05 | 58.40 | 86.13 | 86.13 | NA | NA | 95.97 | 35.05 | 36.38 | 45.90 | 65.45 | 45.76 | 56.63 | 29.00 | 62.00 | 24.24 | 23.50 | 41.83 | 52.61 | 57.72 | 71.91 | 53.18 | 75.82 | 46.13 | 58.61 | 34.94 | 10.05 | 20.19 | 23.47 | 13.71 | 16.73 | 26.77 | 28.85 | 41.98 | 42.74 | 6.67 | 18.18 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.46 | 1.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.92 | 5.21 | 2.30 | 1.90 | 2.27 | 1.60 | 1.31 | 1.15 | 2.22 | 2.14 | 3.33 | 0.72 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 01/09/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BYFC (Broadway Financial Corporation) |
-51.87%
Dec 2009 - Dec 2012 |
-39.34%
Dec 2007 - Dec 2012 |
-22.99%
Jul 2003 - Jul 2013 |
-15.43%
May 2009 - May 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BYFC (Broadway Financial Corporation) |
61.11%
Feb 2000 - Feb 2003 |
41.29%
Dec 1999 - Dec 2004 |
12.17%
Nov 1996 - Nov 2006 |
-1.56%
Jul 1999 - Jul 2014 |
Annualized Rolling Returns Comparison Chart