Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BSCZ -0.09% NA NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 06/12/2025
More Performance Analytics Comparison
Name Start Date End Date
BSCZ 06/12/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.54 NA NA NA NA NA NA -0.09 5.26
Sharpe Ratio NA NA NA NA NA NA NA -0.54 1.54
Standard Deviation(%) NA NA NA NA NA NA NA 5.62 4.54
Draw Down(%) NA NA NA NA NA NA NA 3.30 1.66
Yield(%) 0.00 4.14 1.38 0.83 0.41 0.28 0.21 1.84 2.25
Data as of 06/09/2026, Common starting date is 06/12/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BSCZ (BSCZ) 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
BSCZ (BSCZ) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return