Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWBBP (Bridgewater Bancshares Inc. Depositary Shares Each Representing a 1/100th Interest in a Share of 5.8) | 8.68% | 14.78% | 14.60% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/18/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWBBP (Bridgewater Bancshares Inc. Depositary Shares Each Representing a 1/100th Interest in a Share of 5.8) | 08/18/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.45 | 14.78 | 14.60 | NA | NA | NA | NA | … | … | 8.68 | 0.02 | 16.07 | 0.98 | -17.51 | 3.51 |
| Sharpe Ratio | NA | 0.61 | 0.49 | NA | NA | NA | NA | … | … | 1.16 | -0.15 | 0.51 | -0.08 | -0.74 | 0.92 |
| Standard Deviation(%) | NA | 19.92 | 23.22 | NA | NA | NA | NA | … | … | 16.27 | 19.52 | 24.25 | 35.27 | 25.85 | 10.50 |
| Draw Down(%) | NA | 10.98 | 13.60 | NA | NA | NA | NA | … | … | 3.92 | 10.98 | 12.00 | 34.88 | 22.72 | 3.25 |
| Yield(%) | 0.00 | 7.89 | 8.82 | 5.40 | 2.70 | 1.80 | 1.35 | … | … | 3.82 | 7.33 | 7.76 | 7.16 | 5.54 | 1.63 |
Data as of 06/05/2026, Common starting date is 08/18/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWBBP (Bridgewater Bancshares Inc. Depositary Shares Each Representing a 1/100th Interest in a Share of 5.8) |
-2.53%
Nov 2021 – Nov 2024 |
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 |
|---|---|---|---|---|
| BWBBP (Bridgewater Bancshares Inc. Depositary Shares Each Representing a 1/100th Interest in a Share of 5.8) |
16.07%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart