Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBIFX (Boulder Growth & Income Fund) | NA | 20.16% | 15.53% | 16.17% | NA | NA | NA | … | … |
Data as of 06/12/2025, Common starting date is 09/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBIFX (Boulder Growth & Income Fund) | 09/03/2015 | 06/12/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 20.16 | 15.53 | 16.17 | NA | NA | NA | … | … | 7.93 | 18.87 | 13.54 | -7.28 | 31.66 | -16.37 | 11.81 | -2.11 | 19.71 | 13.49 | -0.92 |
| Sharpe Ratio | NA | 0.99 | 0.67 | 0.90 | NA | NA | NA | … | … | 0.77 | 1.25 | 0.75 | -0.41 | 2.63 | -0.44 | 1.01 | -0.23 | 2.53 | 1.01 | -0.18 |
| Standard Deviation(%) | NA | 17.01 | 16.14 | 15.76 | NA | NA | NA | … | … | 20.35 | 12.22 | 13.38 | 21.21 | 12.02 | 37.79 | 10.21 | 15.51 | 7.55 | 13.15 | 16.00 |
| Draw Down(%) | NA | 10.50 | 17.87 | 26.55 | NA | NA | NA | … | … | 10.50 | 7.07 | 11.30 | 26.55 | 7.40 | 44.37 | 7.01 | 13.56 | 5.36 | 8.86 | 5.77 |
| Yield(%) | 0.00 | 0.95 | 3.14 | 4.19 | 2.80 | 1.86 | 1.40 | … | … | 0.00 | 2.97 | 3.93 | 3.35 | 3.72 | 2.93 | 0.71 | 2.09 | 1.55 | 0.00 | 0.00 |
Data as of 06/12/2025, Common starting date is 09/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBIFX (Boulder Growth & Income Fund) |
-6.13%
Oct 2017 – Oct 2020 |
0.49%
Oct 2015 – Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBIFX (Boulder Growth & Income Fund) |
16.27%
Jun 2020 – Jun 2023 |
17.26%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart