Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKGFD | NA | 25.88% | 3.87% | 23.68% | 16.50% | NA | NA | … | … |
Data as of 10/07/2024, Common starting date is 07/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKGFD | 07/01/2014 | 10/07/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.40 | 25.88 | 3.87 | 23.68 | 16.50 | NA | NA | … | … | 3.73 | 39.72 | -31.95 | 8.91 | 120.64 | 38.10 | -22.07 | 71.64 | -35.62 | 46.41 | 0.49 |
| Sharpe Ratio | NA | 0.64 | 0.03 | 0.38 | 0.33 | NA | NA | … | … | 0.03 | 1.20 | -0.78 | 0.15 | 1.27 | 1.38 | -0.97 | 3.59 | -0.69 | 1.24 | 0.03 |
| Standard Deviation(%) | NA | 33.91 | 35.69 | 57.28 | 46.94 | NA | NA | … | … | 33.23 | 30.23 | 42.69 | 59.72 | 94.62 | 26.45 | 24.28 | 19.87 | 51.62 | 37.46 | 30.50 |
| Draw Down(%) | NA | 14.90 | 48.28 | 53.17 | 53.17 | NA | NA | … | … | 14.90 | 14.68 | 48.24 | 23.06 | 36.79 | 14.48 | 25.01 | 10.24 | 46.14 | 17.53 | 27.28 |
| Yield(%) | 0.00 | 6.20 | 2.81 | 13.00 | 10.82 | 6.51 | 4.88 | … | … | 5.15 | 3.32 | 0.37 | 7.69 | 43.02 | 0.56 | 2.19 | 4.95 | 2.61 | 7.31 | 6.64 |
Data as of 10/07/2024, Common starting date is 07/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKGFD (BKGFD) |
-5.40%
Aug 2020 – Aug 2023 |
7.03%
Aug 2014 – Aug 2019 |
15.55%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKGFD (BKGFD) |
49.16%
Dec 2018 – Dec 2021 |
38.18%
Jun 2016 – Jun 2021 |
16.55%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart