Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BBYY -16.15% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 10/22/2025
More Performance Analytics Comparison
Name Start Date End Date
BBYY 10/22/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.47 NA NA NA NA NA NA -16.15 -7.22
Sharpe Ratio NA NA NA NA NA NA NA -1.34 -1.56
Standard Deviation(%) NA NA NA NA NA NA NA 27.05 22.48
Draw Down(%) NA NA NA NA NA NA NA 25.15 11.57
Yield(%) 0.98 38.53 12.84 7.71 3.85 2.57 1.93 27.52 16.86
Data as of 06/05/2026, Common starting date is 10/22/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BBYY (BBYY) 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
BBYY (BBYY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return