Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNH (NASDAQ DM Ex US Industrials Ind) | -2.55% | 5.22% | 2.80% | -3.08% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/21/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNH (NASDAQ DM Ex US Industrials Ind) | 10/21/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.45 | 5.22 | 2.80 | -3.08 | NA | NA | NA | … | … | -2.55 | 5.77 | 4.10 | 19.31 | -35.52 | 1.81 | 4.07 |
| Sharpe Ratio | NA | 0.20 | -0.03 | -0.29 | NA | NA | NA | … | … | -0.72 | 0.17 | 0.02 | 0.63 | -1.61 | 0.18 | 3.06 |
| Standard Deviation(%) | NA | 12.61 | 18.22 | 19.58 | NA | NA | NA | … | … | 11.65 | 16.62 | 19.82 | 25.04 | 23.09 | 9.90 | 7.43 |
| Draw Down(%) | NA | 8.03 | 20.90 | 36.99 | NA | NA | NA | … | … | 7.09 | 12.61 | 13.63 | 23.39 | 35.52 | 11.71 | 2.06 |
| Yield(%) | 0.00 | 7.31 | 6.58 | 4.60 | 2.53 | 1.69 | 1.26 | … | … | 3.56 | 6.84 | 5.06 | 7.48 | 4.60 | 4.51 | 1.15 |
Data as of 06/05/2026, Common starting date is 10/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNH (NASDAQ DM Ex US Industrials Ind) |
-9.60%
Nov 2020 – Nov 2023 |
-3.21%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNH (NASDAQ DM Ex US Industrials Ind) |
9.52%
Dec 2022 – Dec 2025 |
-0.92%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart