Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPH | 25.13% | 51.46% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/06/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPH | 01/06/2025 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.12 | 51.46 | NA | NA | NA | NA | NA | … | … | 25.13 | 9.37 |
| Sharpe Ratio | NA | 1.96 | NA | NA | NA | NA | NA | … | … | 2.21 | 0.19 |
| Standard Deviation(%) | NA | 26.94 | NA | NA | NA | NA | NA | … | … | 31.97 | 35.32 |
| Draw Down(%) | NA | 12.70 | NA | NA | NA | NA | NA | … | … | 12.70 | 26.31 |
| Yield(%) | 0.00 | 3.01 | 0.91 | 0.54 | 0.27 | 0.18 | 0.14 | … | … | 0.76 | 1.87 |
Data as of 06/09/2026, Common starting date is 01/06/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPH (BPH) |
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 |
|---|---|---|---|---|
| BPH (BPH) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart