Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPVPX (BPV WEALTH PRESERVATION FUND INSTITUTIONAL SHARES) | NA | -5.29% | -0.42% | 0.90% | NA | NA | NA | … | … |
Data as of 11/23/2016, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPVPX (BPV WEALTH PRESERVATION FUND INSTITUTIONAL SHARES) | 10/28/2011 | 11/23/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.95 | -5.29 | -0.42 | 0.90 | NA | NA | NA | … | … | 2.35 | -0.18 | 3.11 | 3.30 | 3.30 | -0.10 |
| Sharpe Ratio | NA | 0.40 | 0.44 | 0.63 | NA | NA | NA | … | … | 0.63 | -0.04 | 0.95 | 1.50 | 1.37 | -0.27 |
| Standard Deviation(%) | NA | 4.01 | 4.31 | 3.65 | NA | NA | NA | … | … | 3.87 | 5.58 | 3.27 | 2.17 | 2.39 | 2.15 |
| Draw Down(%) | NA | 3.94 | 4.74 | 4.74 | NA | NA | NA | … | … | 3.13 | 4.73 | 2.27 | 1.06 | 1.28 | 0.60 |
| Yield(%) | 0.00 | 3.69 | 2.20 | 1.51 | 0.75 | 0.50 | 0.38 | … | … | 0.00 | 3.70 | 0.50 | 2.40 | 0.60 | 0.00 |
Data as of 11/23/2016, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPVPX (BPV WEALTH PRESERVATION FUND INSTITUTIONAL SHARES) |
1.23%
Feb 2013 – Feb 2016 |
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 |
|---|---|---|---|---|
| BPVPX (BPV WEALTH PRESERVATION FUND INSTITUTIONAL SHARES) |
3.29%
Nov 2011 – Nov 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart