Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BZSPF NA 11.17% NA NA NA NA NA
Data as of 05/22/2025, Common starting date is 10/28/2022
More Performance Analytics Comparison
Name Start Date End Date
BZSPF 10/28/2022 05/22/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022
Annualized Return (%) -0.65 11.17 NA NA NA NA NA -0.89 26.09 24.80 0.00
Sharpe Ratio NA 0.41 NA NA NA NA NA -0.20 1.66 1.57 -0.19
Standard Deviation(%) NA 19.29 NA NA NA NA NA 26.78 11.76 13.17 15.36
Draw Down(%) NA 17.52 NA NA NA NA NA 17.52 4.45 8.36 2.81
Yield(%) 0.00 1.12 1.35 0.81 0.41 0.27 0.20 0.25 1.29 1.72 0.40
Data as of 05/22/2025, Common starting date is 10/28/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BZSPF (BZSPF) 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
BZSPF (BZSPF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return