Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USBLX (GROWTH AND TAX STRATEGY FUND GROWTH AND TAX STRATEGY FUND) | 6.70% | 17.54% | 13.05% | 6.83% | 8.27% | 8.52% | 7.02% | … | … |
Data as of 06/04/2026, Common starting date is 03/31/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USBLX (GROWTH AND TAX STRATEGY FUND GROWTH AND TAX STRATEGY FUND) | 03/31/1989 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 17.54 | 13.05 | 6.83 | 8.27 | 8.52 | 7.02 | … | … | 6.70 | 10.30 | 13.31 | 16.10 | -15.82 | 14.81 | 10.76 | 18.47 | -1.94 | 13.47 | 5.36 | 2.20 | 10.48 | 13.16 | 12.03 | 7.39 | 7.13 | 24.06 | -25.30 | 2.53 | 8.86 | 7.03 | 8.59 | 15.15 | -8.32 | -8.31 | -0.67 | 9.27 | 11.57 | 16.16 | 11.12 | 22.39 | -4.81 | 10.47 | 4.84 | 14.67 | 1.37 | 13.58 |
| Sharpe Ratio | NA | 2.43 | 1.33 | 0.50 | 0.73 | NA | NA | … | … | 1.88 | 0.82 | 1.48 | 1.69 | -1.42 | 2.28 | 0.60 | 3.05 | -0.41 | 3.97 | 0.90 | 0.33 | 2.08 | 2.28 | 2.20 | 0.74 | 0.81 | 2.06 | -1.47 | -0.08 | 1.10 | 0.73 | 1.13 | 1.86 | -0.81 | -0.87 | -0.37 | 0.57 | 0.82 | 1.49 | 1.17 | 4.31 | -1.36 | 1.83 | 0.60 | 1.99 | -0.71 | 2.45 |
| Standard Deviation(%) | NA | 6.22 | 7.66 | 8.61 | 9.08 | NA | NA | … | … | 7.34 | 9.03 | 6.54 | 7.45 | 12.16 | 6.49 | 17.50 | 5.57 | 8.14 | 3.24 | 5.75 | 6.61 | 5.02 | 5.75 | 5.49 | 9.90 | 8.68 | 11.63 | 17.76 | 7.48 | 4.95 | 6.52 | 6.71 | 7.77 | 11.72 | 12.63 | 13.07 | 10.44 | 9.92 | 8.36 | 6.31 | 4.27 | 5.80 | 4.51 | 3.88 | 5.38 | 5.83 | 5.15 |
| Draw Down(%) | NA | 5.24 | 11.66 | 20.51 | 21.93 | NA | NA | … | … | 5.24 | 11.23 | 3.60 | 8.70 | 20.51 | 3.02 | 21.93 | 2.42 | 9.04 | 1.15 | 3.72 | 5.26 | 2.41 | 5.75 | 3.41 | 6.82 | 7.46 | 10.10 | 28.93 | 5.16 | 3.27 | 4.53 | 6.47 | 4.87 | 15.96 | 17.30 | 9.31 | 6.81 | 9.17 | 5.10 | 3.05 | 1.62 | 8.37 | 4.13 | 2.82 | 2.62 | 5.82 | 2.96 |
| Yield(%) | 0.00 | 2.31 | 2.40 | 2.05 | 2.73 | 3.48 | 3.40 | … | … | 0.54 | 2.12 | 2.53 | 2.40 | 1.43 | 1.89 | 2.04 | 2.26 | 2.61 | 2.39 | 2.40 | 2.67 | 2.59 | 2.59 | 2.76 | 2.74 | 2.87 | 3.71 | 2.88 | 2.75 | 9.70 | 8.92 | 9.25 | 2.61 | 2.82 | 2.89 | 2.81 | 2.81 | 7.09 | 7.43 | 6.30 | 4.36 | 3.70 | 3.77 | 3.90 | 4.75 | 4.80 | 3.92 |
Data as of 06/04/2026, Common starting date is 03/31/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USBLX (GROWTH AND TAX STRATEGY FUND GROWTH AND TAX STRATEGY FUND) |
-7.92%
Feb 2006 – Feb 2009 |
-1.97%
Feb 2004 – Feb 2009 |
-0.41%
Feb 1999 – Feb 2009 |
3.30%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USBLX (GROWTH AND TAX STRATEGY FUND GROWTH AND TAX STRATEGY FUND) |
16.71%
Feb 2009 – Feb 2012 |
14.18%
Feb 2009 – Feb 2014 |
10.42%
Aug 1990 – Aug 2000 |
9.37%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart