Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDVEX | 7.78% | 23.70% | NA | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/08/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDVEX | 12/08/2023 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.42 | 23.70 | NA | NA | NA | NA | NA | … | … | 7.78 | 18.24 | 36.68 | 0.33 |
| Sharpe Ratio | NA | 1.73 | NA | NA | NA | NA | NA | … | … | 1.65 | 0.70 | 0.22 | 1.59 |
| Standard Deviation(%) | NA | 15.14 | NA | NA | NA | NA | NA | … | … | 16.14 | 22.14 | 149.91 | 1.42 |
| Draw Down(%) | NA | 10.22 | NA | NA | NA | NA | NA | … | … | 9.14 | 19.42 | 24.14 | 0.00 |
| Yield(%) | 0.00 | 7.09 | 6.57 | 3.94 | 1.97 | 1.31 | 0.99 | … | … | 0.00 | 7.31 | 10.12 | 0.33 |
Data as of 06/08/2026, Common starting date is 12/08/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDVEX (BDVEX) |
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 |
|---|---|---|---|---|
| BDVEX (BDVEX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart