Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIPI (BIP Bermuda Holdings I Limited) | 1.63% | 7.23% | 5.07% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/26/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIPI (BIP Bermuda Holdings I Limited) | 01/26/2022 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | 7.23 | 5.07 | NA | NA | NA | NA | … | … | 1.63 | 7.26 | 7.00 | 12.35 | -33.91 |
| Sharpe Ratio | NA | 0.40 | 0.02 | NA | NA | NA | NA | … | … | 0.06 | 0.30 | 0.17 | 0.28 | -1.19 |
| Standard Deviation(%) | NA | 12.58 | 17.74 | NA | NA | NA | NA | … | … | 13.16 | 14.79 | 20.09 | 30.79 | 31.50 |
| Draw Down(%) | NA | 8.29 | 21.59 | NA | NA | NA | NA | … | … | 6.44 | 10.99 | 17.52 | 23.12 | 33.91 |
| Yield(%) | 0.00 | 7.73 | 7.23 | 3.79 | 1.89 | 1.26 | 0.95 | … | … | 1.91 | 7.40 | 7.67 | 7.65 | 2.53 |
Data as of 06/09/2026, Common starting date is 01/26/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIPI (BIP Bermuda Holdings I Limited) |
-4.18%
Mar 2022 – Mar 2025 |
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 |
|---|---|---|---|---|
| BIPI (BIP Bermuda Holdings I Limited) |
8.34%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart