Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLHK (Blueharbor Bank) | 39.02% | 74.08% | 35.10% | 28.17% | 19.23% | 16.37% | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLHK (Blueharbor Bank) | 01/05/2010 | 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 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 74.08 | 35.10 | 28.17 | 19.23 | 16.37 | NA | … | … | 39.02 | 44.32 | 12.20 | 19.34 | 23.62 | 33.22 | -19.67 | 26.34 | -8.18 | 35.30 | 8.40 | -30.45 | 29.40 | 90.84 | -16.83 | 5.88 | 1.36 |
| Sharpe Ratio | NA | 2.89 | 1.17 | 0.86 | 0.55 | NA | NA | … | … | 4.81 | 1.53 | 0.23 | 0.51 | 0.66 | 1.46 | -0.48 | 1.36 | -0.32 | 0.95 | 0.17 | -0.67 | 0.47 | 1.19 | -0.23 | 0.01 | 0.02 |
| Standard Deviation(%) | NA | 24.75 | 28.44 | 29.69 | 31.45 | NA | NA | … | … | 23.51 | 27.24 | 37.47 | 30.84 | 33.80 | 22.71 | 41.22 | 18.25 | 29.75 | 36.79 | 46.79 | 45.21 | 62.99 | 76.25 | 75.02 | 468.11 | 68.98 |
| Draw Down(%) | NA | 8.21 | 16.17 | 28.89 | 47.59 | NA | NA | … | … | 6.11 | 10.59 | 16.17 | 28.89 | 15.17 | 7.50 | 41.09 | 4.00 | 30.90 | 15.51 | 33.40 | 45.13 | 33.25 | 31.50 | 56.00 | 90.76 | 40.56 |
| Yield(%) | 0.00 | 4.98 | 3.47 | 2.92 | 2.56 | 2.86 | 2.04 | … | … | 3.21 | 2.27 | 1.97 | 0.00 | 0.00 | 0.98 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 01/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLHK (Blueharbor Bank) |
-7.90%
Aug 2014 – Aug 2017 |
-5.11%
Oct 2010 – Oct 2015 |
0.78%
Oct 2010 – Oct 2020 |
9.47%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLHK (Blueharbor Bank) |
36.59%
May 2023 – May 2026 |
29.64%
Jul 2020 – Jul 2025 |
19.22%
May 2016 – May 2026 |
16.50%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart