Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMWKY | -24.45% | -7.06% | NA | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/25/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMWKY | 09/25/2024 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.10 | -7.06 | NA | NA | NA | NA | NA | … | … | -24.45 | 40.72 | -2.18 |
| Sharpe Ratio | NA | -0.19 | NA | NA | NA | NA | NA | … | … | -1.51 | 1.11 | -0.37 |
| Standard Deviation(%) | NA | 29.89 | NA | NA | NA | NA | NA | … | … | 31.04 | 34.09 | 30.20 |
| Draw Down(%) | NA | 24.84 | NA | NA | NA | NA | NA | … | … | 24.62 | 25.60 | 20.27 |
| Yield(%) | 0.00 | 5.81 | 3.97 | 2.38 | 1.19 | 0.79 | 0.60 | … | … | 4.58 | 6.02 | 0.00 |
Data as of 06/11/2026, Common starting date is 09/25/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMWKY (BMWKY) |
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 |
|---|---|---|---|---|
| BMWKY (BMWKY) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart