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
BGM (BGM Group Ltd) NA -97.42% -56.95% -56.97% NA NA NA
Data as of 06/09/2026, Common starting date is 01/12/2021
More Performance Analytics Comparison
Name Start Date End Date
BGM (BGM Group Ltd) 01/12/2021 06/09/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -97.42 -56.95 -56.97 NA 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 0.21 0.05 0.03 0.03
Data as of 06/09/2026, Common starting date is 01/12/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BGM (BGM Group Ltd) -64.08%
Mar 2023 – Mar 2026
-58.05%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BGM (BGM Group Ltd) 21.04%
Sep 2022 – Sep 2025
-47.06%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return