Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBXIA (BBX Capital Inc) | 24.19% | 58.99% | -12.72% | -6.83% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBXIA (BBX Capital Inc) | 10/02/2020 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 27.48 | 58.99 | -12.72 | -6.83 | NA | NA | NA | … | … | 24.19 | -45.34 | -19.60 | -0.66 | -9.19 | 75.92 | 109.96 |
| Sharpe Ratio | NA | 0.48 | -0.33 | -0.22 | NA | NA | NA | … | … | 1.07 | -0.69 | -1.30 | -0.20 | -0.28 | 1.98 | 21.11 |
| Standard Deviation(%) | NA | 65.87 | 48.42 | 43.24 | NA | NA | NA | … | … | 58.28 | 70.55 | 17.86 | 21.87 | 37.59 | 38.39 | 91.85 |
| Draw Down(%) | NA | 34.10 | 68.94 | 74.92 | NA | NA | NA | … | … | 22.99 | 58.77 | 25.18 | 24.79 | 41.25 | 10.63 | 22.50 |
| Yield(%) | 0.00 | 31.85 | 4.44 | 2.81 | 3.69 | 2.46 | 1.85 | … | … | 0.00 | 13.79 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 10/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBXIA (BBX Capital Inc) |
-26.12%
Apr 2022 – Apr 2025 |
-11.94%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBXIA (BBX Capital Inc) |
19.86%
Nov 2020 – Nov 2023 |
-1.97%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart