Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUBBF | NA | 63.15% | 20.07% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 04/13/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUBBF | 04/13/2021 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 63.15 | 20.07 | NA | NA | NA | NA | … | … | 10.84 | 52.70 | 2.26 | 0.75 | 1.75 |
| Sharpe Ratio | NA | 1.41 | 0.68 | NA | NA | NA | NA | … | … | 0.59 | 1.27 | -0.63 | -0.90 | 1.18 |
| Standard Deviation(%) | NA | 42.56 | 24.62 | NA | NA | NA | NA | … | … | 20.46 | 38.75 | 2.25 | 0.75 | 2.03 |
| Draw Down(%) | NA | 11.35 | 11.35 | NA | NA | NA | NA | … | … | 11.35 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 8.30 | 4.72 | 3.32 | 1.66 | 1.11 | 0.83 | … | … | 5.64 | 3.63 | 2.21 | 0.75 | 1.72 |
Data as of 09/26/2025, Common starting date is 04/13/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUBBF (AUBBF) |
1.91%
May 2021 – May 2024 |
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 |
|---|---|---|---|---|
| AUBBF (AUBBF) |
18.68%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart