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
BCHTD NA 324.72% 72.22% 10.64% 14.93% 0.07% -18.70%
Data as of 04/08/2026, Common starting date is 09/15/2003
More Performance Analytics Comparison
Name Start Date End Date
BCHTD 09/15/2003 04/08/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 324.72 72.22 10.64 14.93 0.07 -18.70
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 04/08/2026, Common starting date is 09/15/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCHTD (BCHTD) -63.04%
Mar 2010 – Mar 2013
-68.79%
Mar 2006 – Mar 2011
-46.41%
Feb 2006 – Feb 2016
-34.13%
Nov 2005 – Nov 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCHTD (BCHTD) 142.15%
Dec 2022 – Dec 2025
42.64%
Dec 2020 – Dec 2025
21.24%
Feb 2016 – Feb 2026
10.24%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return