Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BZDYF | NA | 12.32% | NA | NA | NA | NA | NA | 11.95% |
Data as of 03/07/2024, AR inception is 10/31/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BZDYF | 10/31/2022 | 03/07/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.77 | 12.32 | NA | NA | NA | NA | NA | 11.95 | 8.55 | 0.16 | 2.97 |
| Sharpe Ratio | NA | 0.57 | NA | NA | NA | NA | NA | 0.30 | 4.19 | -0.24 | 0.51 |
| Standard Deviation(%) | NA | 15.12 | NA | NA | NA | NA | NA | 16.01 | 12.66 | 16.75 | 39.06 |
| Draw Down(%) | NA | 9.06 | NA | NA | NA | NA | NA | 9.06 | 1.13 | 9.06 | 0.88 |
| Yield(%) | 0.00 | 0.88 | 0.29 | 0.18 | 0.09 | 0.06 | 0.04 | 0.88 | 0.43 | 0.43 | 0.00 |
Data as of 03/07/2024, AR inception is 10/31/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BZDYF (BZDYF) |
0.00%
NA |
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 |
|---|---|---|---|---|
| BZDYF (BZDYF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart