Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBCVX (Bancroft Fund Ltd) | 26.47% | 55.15% | 23.17% | 7.27% | 11.22% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/22/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBCVX (Bancroft Fund Ltd) | 01/22/2014 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.01 | 55.15 | 23.17 | 7.27 | 11.22 | NA | NA | … | … | 26.47 | 28.45 | 15.01 | 3.82 | -28.15 | 0.18 | 37.52 | 32.05 | -2.46 | 14.29 | 3.09 | -8.36 | 4.93 |
| Sharpe Ratio | NA | 2.74 | 1.23 | 0.25 | 0.57 | NA | NA | … | … | 3.09 | 1.37 | 0.92 | 0.01 | -1.28 | 0.01 | 1.47 | 2.75 | -0.28 | 1.80 | 0.29 | -0.82 | 0.59 |
| Standard Deviation(%) | NA | 19.54 | 16.20 | 17.41 | 16.57 | NA | NA | … | … | 22.36 | 18.71 | 12.34 | 12.63 | 23.19 | 16.95 | 25.17 | 11.14 | 13.58 | 7.62 | 9.73 | 10.27 | 8.82 |
| Draw Down(%) | NA | 11.94 | 17.10 | 38.98 | 40.39 | NA | NA | … | … | 11.94 | 17.02 | 6.71 | 17.82 | 30.72 | 15.60 | 28.96 | 4.50 | 17.12 | 4.50 | 9.63 | 14.47 | 8.34 |
| Yield(%) | 0.00 | 6.45 | 6.60 | 5.89 | 8.37 | 5.43 | 4.07 | … | … | 1.39 | 6.46 | 6.87 | 6.65 | 4.48 | 12.89 | 11.79 | 8.08 | 9.83 | 6.26 | 0.00 | 0.00 | 2.18 |
Data as of 06/03/2026, Common starting date is 01/22/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBCVX (Bancroft Fund Ltd) |
-11.29%
Feb 2021 – Feb 2024 |
2.00%
Dec 2020 – Dec 2025 |
3.57%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBCVX (Bancroft Fund Ltd) |
23.19%
May 2023 – May 2026 |
17.97%
Feb 2016 – Feb 2021 |
11.12%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart