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
BCLO 2.79% 6.74% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 01/30/2025
More Performance Analytics Comparison
Name Start Date End Date
BCLO 01/30/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.09 6.74 NA NA NA NA NA 2.79 5.43
Sharpe Ratio NA 2.01 NA NA NA NA NA 1.65 0.61
Standard Deviation(%) NA 2.03 NA NA NA NA NA 2.49 5.06
Draw Down(%) NA 1.91 NA NA NA NA NA 1.91 4.46
Yield(%) 0.53 6.59 2.99 1.79 0.90 0.60 0.45 2.62 6.38
Data as of 06/05/2026, Common starting date is 01/30/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCLO (BCLO) 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
BCLO (BCLO) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return