Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BALAVX | NA | 25,204.88% | 543.48% | 201.55% | NA | NA | NA | … | … |
Data as of 10/07/2024, Common starting date is 03/06/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALAVX | 03/06/2019 | 10/07/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 19,565.12 | 25,204.88 | 543.48 | 201.55 | NA | NA | NA | … | … | 22,402.20 | 10.21 | 7.44 | -8.59 | 2.96 | 5.79 |
| Sharpe Ratio | NA | 47.74 | 1.67 | 0.80 | NA | NA | NA | … | … | 193.78 | 0.41 | 0.10 | -0.43 | 0.12 | 1.20 |
| Standard Deviation(%) | NA | 533.20 | 322.76 | 249.25 | NA | NA | NA | … | … | 607.56 | 14.57 | 59.09 | 19.81 | 22.84 | 4.77 |
| Draw Down(%) | NA | 6.42 | 42.24 | 44.61 | NA | NA | NA | … | … | 6.42 | 15.09 | 37.40 | 21.98 | 26.29 | 4.25 |
| Yield(%) | 0.00 | 7.42 | 4.97 | 2.79 | 1.48 | 0.99 | 0.74 | … | … | 112.00 | 6.24 | 1.63 | 0.00 | 0.00 | 0.00 |
Data as of 10/07/2024, Common starting date is 03/06/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALAVX (BALAVX) |
-14.47%
Jul 2019 – Jul 2022 |
3.60%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALAVX (BALAVX) |
10.49%
Jul 2021 – Jul 2024 |
5.04%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart