Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLUCX (Bluestone Community Development Fund) | NA | -22.69% | -5.81% | -2.01% | NA | NA | NA | … | … |
Data as of 06/21/2022, Common starting date is 09/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLUCX (Bluestone Community Development Fund) | 09/15/2014 | 06/21/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.69 | -22.69 | -5.81 | -2.01 | NA | NA | NA | … | … | -3.88 | -0.89 | 2.86 | 1.45 | -0.72 | -0.10 | -1.82 | 0.61 | -0.10 |
| Sharpe Ratio | NA | -0.99 | -0.43 | -0.25 | NA | NA | NA | … | … | -2.54 | -0.50 | 0.23 | 0.02 | -0.80 | -0.31 | -0.61 | 0.19 | -0.12 |
| Standard Deviation(%) | NA | 23.83 | 15.08 | 11.70 | NA | NA | NA | … | … | 3.38 | 1.94 | 11.45 | 2.10 | 2.56 | 2.36 | 3.32 | 3.00 | 2.85 |
| Draw Down(%) | NA | 24.57 | 24.57 | 24.57 | NA | NA | NA | … | … | 3.88 | 1.69 | 10.17 | 1.51 | 1.94 | 1.82 | 5.27 | 2.37 | 1.80 |
| Yield(%) | 0.76 | 2.36 | 3.25 | 3.45 | 2.54 | 1.70 | 1.27 | … | … | 1.20 | 2.46 | 3.44 | 3.59 | 3.79 | 3.90 | 3.13 | 3.09 | 0.95 |
Data as of 06/21/2022, Common starting date is 09/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLUCX (Bluestone Community Development Fund) |
-5.29%
Apr 2019 – Apr 2022 |
-1.79%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLUCX (Bluestone Community Development Fund) |
4.98%
Sep 2017 – Sep 2020 |
4.04%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart