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
BDST NA -41.82% -52.04% -44.38% -24.03% -29.49% -26.52%
Data as of 06/08/2026, Common starting date is 06/17/1998
More Performance Analytics Comparison
Name Start Date End Date
BDST 06/17/1998 06/08/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -41.82 -52.04 -44.38 -24.03 -29.49 -26.52
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 06/08/2026, Common starting date is 06/17/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BDST (BDST) -65.69%
Jan 2023 – Jan 2026
-46.81%
Mar 2012 – Mar 2017
-33.12%
Mar 2015 – Mar 2025
-31.12%
Nov 2010 – Nov 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BDST (BDST) 80.49%
Aug 2002 – Aug 2005
60.55%
Jun 2000 – Jun 2005
11.79%
Apr 2000 – Apr 2010
3.36%
Aug 1998 – Aug 2013
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return