Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGSI | -40.05% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/27/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGSI | 10/27/2025 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.05 | NA | NA | NA | NA | NA | NA | … | … | -40.05 | 3.42 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | -1.42 | 0.59 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 46.76 | 30.76 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 46.12 | 6.65 |
| Yield(%) | 0.00 | 0.15 | 0.05 | 0.03 | 0.01 | 0.01 | 0.01 | … | … | 0.07 | 0.07 |
Data as of 06/10/2026, Common starting date is 10/27/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGSI (BGSI) |
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 |
|---|---|---|---|---|
| BGSI (BGSI) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart