Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BALQ | 17.22% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/03/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALQ | 12/03/2025 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.90 | NA | NA | NA | NA | NA | NA | … | … | 17.22 | -0.49 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 3.19 | -0.61 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 18.83 | 14.38 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 11.78 | 4.47 |
| Yield(%) | 0.84 | 5.32 | 1.77 | 1.06 | 0.53 | 0.35 | 0.27 | … | … | 4.45 | 0.94 |
Data as of 06/05/2026, Common starting date is 12/03/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALQ (BALQ) |
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 |
|---|---|---|---|---|
| BALQ (BALQ) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart