Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMRPF (B&M European Value Retail S.A) | 20.00% | -20.17% | -20.92% | -13.14% | -0.10% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/14/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMRPF (B&M European Value Retail S.A) | 05/14/2015 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 23.94 | -20.17 | -20.92 | -13.14 | -0.10 | NA | NA | … | … | 20.00 | -45.33 | -31.06 | 47.44 | -39.66 | 29.75 | 45.55 | 60.33 | -31.70 | 56.12 | -32.76 | 0.58 |
| Sharpe Ratio | NA | -0.91 | -0.48 | -0.32 | -0.08 | NA | NA | … | … | -0.35 | -0.75 | -0.52 | 0.71 | -0.65 | 0.50 | 0.80 | 2.02 | -1.14 | 2.58 | -1.42 | 0.18 |
| Standard Deviation(%) | NA | 48.71 | 61.38 | 62.55 | 50.96 | NA | NA | … | … | 27.82 | 64.22 | 66.16 | 61.92 | 63.32 | 59.98 | 56.57 | 29.13 | 29.10 | 21.57 | 23.20 | 4.93 |
| Draw Down(%) | NA | 45.73 | 69.08 | 70.29 | 70.29 | NA | NA | … | … | 16.47 | 55.67 | 41.59 | 18.88 | 62.67 | 19.50 | 43.59 | 20.32 | 40.51 | 4.87 | 32.76 | 3.33 |
| Yield(%) | 0.00 | 5.11 | 5.02 | 4.84 | 6.02 | 3.59 | 2.70 | … | … | 0.00 | 8.35 | 6.73 | 6.66 | 2.00 | 9.25 | 8.02 | 2.29 | 1.54 | 0.60 | 0.40 | 1.00 |
Data as of 06/10/2026, Common starting date is 05/14/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMRPF (B&M European Value Retail S.A) |
-24.87%
May 2023 – May 2026 |
-17.96%
May 2021 – May 2026 |
-3.13%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMRPF (B&M European Value Retail S.A) |
44.67%
Dec 2018 – Dec 2021 |
26.42%
Dec 2016 – Dec 2021 |
1.56%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart