Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFH (Bread Financial Holdings, Inc.) | 23.75% | 86.73% | 47.11% | 1.19% | -5.26% | 2.76% | 4.61% | … | … |
Data as of 06/05/2026, Common starting date is 06/08/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFH (Bread Financial Holdings, Inc.) | 06/08/2001 | 06/05/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.29 | 86.73 | 47.11 | 1.19 | -5.26 | 2.76 | 4.61 | … | … | 23.75 | 23.06 | 88.97 | -10.23 | -42.42 | 13.62 | -32.66 | -24.11 | -40.30 | 11.72 | -17.21 | -3.31 | 8.79 | 81.63 | 39.41 | 46.19 | 9.97 | 38.81 | -37.95 | 20.04 | 75.48 | -25.02 | 71.53 | 56.21 | -7.47 | 36.79 |
| Sharpe Ratio | NA | 2.07 | 1.00 | -0.03 | -0.13 | NA | NA | … | … | 1.29 | 0.50 | 1.84 | -0.29 | -0.83 | 0.29 | -0.32 | -0.72 | -1.42 | 0.46 | -0.47 | -0.15 | 0.32 | 4.84 | 2.62 | 1.56 | 0.27 | 0.73 | -0.49 | 0.61 | 2.39 | -0.94 | 2.54 | 1.63 | -0.17 | 1.36 |
| Standard Deviation(%) | NA | 40.57 | 43.70 | 46.60 | 50.62 | NA | NA | … | … | 47.97 | 40.79 | 46.41 | 48.07 | 53.17 | 46.14 | 102.03 | 35.31 | 29.51 | 24.18 | 37.01 | 22.61 | 27.56 | 16.86 | 15.14 | 29.51 | 36.63 | 52.91 | 79.86 | 27.72 | 30.26 | 28.92 | 27.80 | 34.09 | 50.63 | 55.46 |
| Draw Down(%) | NA | 19.26 | 36.66 | 74.16 | 91.57 | NA | NA | … | … | 16.06 | 35.42 | 20.73 | 45.79 | 59.96 | 34.24 | 80.04 | 44.33 | 47.30 | 20.32 | 35.96 | 20.28 | 20.59 | 5.94 | 7.43 | 18.67 | 30.44 | 50.24 | 50.66 | 15.88 | 20.86 | 30.94 | 15.43 | 22.24 | 46.63 | 32.24 |
| Yield(%) | 0.26 | 1.82 | 2.85 | 0.72 | 0.52 | 0.90 | 1.11 | … | … | 0.61 | 1.42 | 2.55 | 2.21 | 1.22 | 1.18 | 1.12 | 1.29 | 0.71 | 0.71 | 0.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/08/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFH (Bread Financial Holdings, Inc.) |
-48.08%
Mar 2017 – Mar 2020 |
-34.77%
Mar 2015 – Mar 2020 |
-16.88%
Oct 2013 – Oct 2023 |
-3.94%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFH (Bread Financial Holdings, Inc.) |
60.05%
Feb 2009 – Feb 2012 |
57.31%
Feb 2009 – Feb 2014 |
25.33%
Feb 2003 – Feb 2013 |
20.02%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart