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
BUGLD (BluGlass Limited) NA -96.77% -53.58% -50.74% -25.21% -11.95% NA
Data as of 03/09/2026, Common starting date is 08/15/2007
More Performance Analytics Comparison
Name Start Date End Date
BUGLD (BluGlass Limited) 08/15/2007 03/09/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -96.77 -53.58 -50.74 -25.21 -11.95 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 03/09/2026, Common starting date is 08/15/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BUGLD (BluGlass Limited) -67.07%
Aug 2022 – Aug 2025
-58.12%
Aug 2020 – Aug 2025
-28.18%
Aug 2015 – Aug 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BUGLD (BluGlass Limited) 136.05%
Mar 2014 – Mar 2017
86.95%
Aug 2013 – Aug 2018
17.56%
Dec 2013 – Dec 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return