Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAGY | -28.70% | -40.33% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/29/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAGY | 04/29/2025 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -19.57 | -40.33 | NA | NA | NA | NA | NA | … | … | -28.70 | -8.88 |
| Sharpe Ratio | NA | -1.01 | NA | NA | NA | NA | NA | … | … | -1.15 | -0.44 |
| Standard Deviation(%) | NA | 42.67 | NA | NA | NA | NA | NA | … | … | 49.74 | 35.31 |
| Draw Down(%) | NA | 49.83 | NA | NA | NA | NA | NA | … | … | 35.95 | 33.97 |
| Yield(%) | 0.00 | 26.85 | 10.46 | 6.28 | 3.14 | 2.09 | 1.57 | … | … | 12.55 | 22.02 |
Data as of 06/05/2026, Common starting date is 04/29/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAGY (BAGY) |
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 |
|---|---|---|---|---|
| BAGY (BAGY) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart