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
BDRLQ NA -97.44% -76.75% -72.22% -40.41% -36.74% -28.87%
Data as of 12/01/2025, Common starting date is 12/14/1995
More Performance Analytics Comparison
Name Start Date End Date
BDRLQ 12/14/1995 12/01/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -97.44 -76.75 -72.22 -40.41 -36.74 -28.87
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 12/01/2025, Common starting date is 12/14/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BDRLQ (BDRLQ) -77.07%
Nov 2022 – Nov 2025
-71.35%
Nov 2020 – Nov 2025
-40.45%
Nov 2015 – Nov 2025
-36.85%
Nov 2010 – Nov 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BDRLQ (BDRLQ) 46.09%
Jan 2016 – Jan 2019
33.28%
Jan 2016 – Jan 2021
2.66%
Nov 2008 – Nov 2018
-0.45%
Sep 2006 – Sep 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return