Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDGIF | 21.28% | 104.97% | 50.60% | 17.30% | 15.78% | 9.40% | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDGIF | 07/19/2007 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.94 | 104.97 | 50.60 | 17.30 | 15.78 | 9.40 | NA | … | … | 21.28 | 123.87 | -19.11 | 59.47 | -20.03 | -15.11 | 8.76 | 19.52 | 8.63 | -10.40 | 37.70 | -25.60 | -69.59 | 177.61 | 39.34 | 13.84 | 38.32 | 0.92 | -37.05 | 30.65 |
| Sharpe Ratio | NA | 2.78 | 1.09 | 0.31 | 0.28 | NA | NA | … | … | 1.07 | 3.28 | -0.45 | 1.01 | -0.40 | -0.42 | 0.16 | 0.44 | 0.13 | -0.18 | 0.62 | -0.39 | -0.46 | 2.11 | 0.60 | 0.26 | 0.67 | 0.01 | -0.48 | 1.38 |
| Standard Deviation(%) | NA | 35.23 | 43.33 | 45.69 | 48.89 | NA | NA | … | … | 43.98 | 37.08 | 50.88 | 55.79 | 53.10 | 36.44 | 54.24 | 41.25 | 55.04 | 62.77 | 61.41 | 64.73 | 150.97 | 73.89 | 72.46 | 51.71 | 58.30 | 120.57 | 78.35 | 56.56 |
| Draw Down(%) | NA | 25.99 | 34.03 | 43.39 | 64.77 | NA | NA | … | … | 25.99 | 13.72 | 33.92 | 18.14 | 27.66 | 36.13 | 52.42 | 35.39 | 20.73 | 37.88 | 22.38 | 45.64 | 73.12 | 8.27 | 17.56 | 20.11 | 21.24 | 41.34 | 53.79 | 8.26 |
| Yield(%) | 0.00 | 1.67 | 1.77 | 1.02 | 1.70 | 1.35 | 1.35 | … | … | 0.26 | 1.64 | 0.85 | 1.31 | 1.01 | 1.68 | 1.51 | 1.19 | 0.79 | 0.49 | 0.99 | 0.71 | 0.27 | 0.66 | 1.21 | 1.77 | 0.23 | 0.60 | 1.24 | 0.21 |
Data as of 06/09/2026, Common starting date is 07/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDGIF (BDGIF) |
-34.24%
Nov 2013 – Nov 2016 |
-22.23%
Oct 2013 – Oct 2018 |
-8.37%
Nov 2013 – Nov 2023 |
0.22%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDGIF (BDGIF) |
75.94%
Oct 2010 – Oct 2013 |
36.41%
Dec 2008 – Dec 2013 |
15.39%
May 2009 – May 2019 |
10.86%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart