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
BIJBF NA 7.50% 4.94% 2.93% 2.40% -3.83% NA
Data as of 09/26/2025, Common starting date is 12/17/2009
More Performance Analytics Comparison
Name Start Date End Date
BIJBF 12/17/2009 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) 0.00 7.50 4.94 2.93 2.40 -3.83 NA 7.50 7.50 5.48 0.00 5.48 -6.10 1.60 -34.61 34.13 -19.03 -33.57 -15.54 -8.80
Sharpe Ratio NA 0.61 0.31 0.09 0.13 NA NA 0.87 -0.04 0.75 0.00 0.93 -0.20 0.11 -1.29 1.31 -0.45 -0.15 -0.50 -1.90
Standard Deviation(%) NA 7.25 8.52 7.95 6.94 NA NA 8.46 8.60 5.33 NA 5.45 30.11 15.25 26.79 26.01 42.50 216.45 32.30 48.76
Draw Down(%) NA 0.00 0.00 0.00 6.10 NA NA 0.00 0.00 0.00 0.00 0.00 6.10 14.76 34.61 1.28 33.60 33.57 24.73 8.80
Yield(%) 0.00 6.98 4.65 2.79 2.40 0.94 0.57 6.98 6.98 5.19 0.00 5.19 0.00 4.71 3.47 0.00 0.00 0.00 0.00 0.00
Data as of 09/26/2025, Common starting date is 12/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BIJBF (BIJBF) -19.92%
Nov 2011 – Nov 2014
-19.47%
Apr 2012 – Apr 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BIJBF (BIJBF) 6.82%
Jun 2022 – Jun 2025
5.31%
Jun 2020 – Jun 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return