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
BLMT (BSB Bancorp Inc) NA 7.85% 13.70% 13.94% NA NA NA
Data as of 04/01/2019, Common starting date is 10/06/2011
More Performance Analytics Comparison
Name Start Date End Date
BLMT (BSB Bancorp Inc) 10/06/2011 04/01/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 3.66 7.85 13.70 13.94 NA NA NA 17.03 -4.07 1.04 23.77 25.55 23.46 23.39 16.03 2.33
Sharpe Ratio NA 0.24 0.61 0.70 NA NA NA 4.03 -0.22 0.02 1.12 1.60 1.52 1.62 0.91 0.95
Standard Deviation(%) NA 24.07 21.14 19.09 NA NA NA 21.83 24.94 17.98 20.86 15.97 15.42 14.44 17.70 10.90
Draw Down(%) NA 25.40 25.40 25.40 NA NA NA 10.91 25.40 9.97 10.77 12.84 8.52 8.63 15.16 2.97
Yield(%) 0.00 0.00 0.00 0.00 0.00 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 04/01/2019, Common starting date is 10/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BLMT (BSB Bancorp Inc) 6.26%
Dec 2015 – Dec 2018
13.21%
Dec 2013 – Dec 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BLMT (BSB Bancorp Inc) 24.26%
Dec 2013 – Dec 2016
22.39%
Dec 2011 – Dec 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return