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
BMPSY 20.09% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 04/22/2026
More Performance Analytics Comparison
Name Start Date End Date
BMPSY 04/22/2026 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD
Annualized Return (%) 13.73 NA NA NA NA NA NA 20.09
Sharpe Ratio NA NA NA NA NA NA NA 1.48
Standard Deviation(%) NA NA NA NA NA NA NA 40.13
Draw Down(%) NA NA NA NA NA NA NA 6.04
Yield(%) 0.00 9.31 3.10 1.86 0.93 0.62 0.47 9.31
Data as of 06/10/2026, Common starting date is 04/22/2026
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BMPSY (BMPSY) 0.00%
NA
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
BMPSY (BMPSY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return