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
BGDE NA -34.90% -51.29% -63.84% -56.49% NA NA
Data as of 06/10/2026, Common starting date is 02/22/2012
More Performance Analytics Comparison
Name Start Date End Date
BGDE 02/22/2012 06/10/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -34.90 -51.29 -63.84 -56.49 NA NA
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 06/10/2026, Common starting date is 02/22/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BGDE (BGDE) -80.80%
Jan 2017 – Jan 2020
-72.37%
Mar 2021 – Mar 2026
-61.67%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BGDE (BGDE) -3.42%
Nov 2018 – Nov 2021
-28.43%
Nov 2019 – Nov 2024
-47.00%
Nov 2014 – Nov 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return