Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWL-A (Bowl America Incorporated) | NA | -2.04% | -11.37% | -5.90% | 0.90% | 1.26% | 3.80% | … | … |
Data as of 08/16/2021, Common starting date is 09/07/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWL-A (Bowl America Incorporated) | 09/07/1984 | 08/16/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.31 | -2.04 | -11.37 | -5.90 | 0.90 | 1.26 | 3.80 | … | … | -5.62 | -38.48 | 0.16 | 13.02 | -8.48 | 21.26 | 4.12 | 4.71 | 18.89 | 7.43 | 7.78 | -0.49 | 48.84 | -38.94 | 3.97 | 20.71 | 0.70 | 4.54 | 23.57 | 10.21 | 48.73 | 20.64 | 4.26 | -11.32 | 34.36 | -8.35 | -50.12 | -14.71 | -7.49 | 11.65 | 30.07 | -22.16 | 0.15 | 61.21 | 17.31 | 20.60 | 8.18 | 1.96 |
| Sharpe Ratio | NA | -0.15 | -0.32 | -0.21 | 0.00 | NA | NA | … | … | -0.22 | -0.65 | -0.04 | 0.37 | -0.48 | 0.81 | 0.09 | 0.13 | 0.62 | 0.27 | 0.22 | -0.01 | 1.20 | -1.40 | 0.11 | 2.35 | -0.14 | 0.40 | 2.32 | 0.63 | 2.70 | 0.75 | 0.04 | -0.54 | 0.99 | -0.45 | -0.74 | -1.55 | -1.02 | 0.79 | 1.73 | -1.42 | -0.13 | 3.54 | 0.73 | 0.58 | 0.29 | 0.01 |
| Standard Deviation(%) | NA | 39.00 | 43.90 | 37.78 | 35.62 | NA | NA | … | … | 40.04 | 59.62 | 35.38 | 31.43 | 19.06 | 25.96 | 45.27 | 34.85 | 30.25 | 27.25 | 35.07 | 47.01 | 40.52 | 28.44 | 8.50 | 7.44 | 10.28 | 8.90 | 9.84 | 14.56 | 17.50 | 21.98 | 26.88 | 27.09 | 31.14 | 26.30 | 72.88 | 11.39 | 9.31 | 11.56 | 15.16 | 19.21 | 43.45 | 15.91 | 18.15 | 28.21 | 10.28 | 15.74 |
| Draw Down(%) | NA | 24.35 | 52.91 | 52.91 | 52.91 | NA | NA | … | … | 24.35 | 50.16 | 15.55 | 13.67 | 15.95 | 7.41 | 23.38 | 11.42 | 8.33 | 9.47 | 10.59 | 25.83 | 18.28 | 41.86 | 7.56 | 2.17 | 8.31 | 6.71 | 5.50 | 8.16 | 8.87 | 7.75 | 14.75 | 22.82 | 21.81 | 20.96 | 54.28 | 19.00 | 14.33 | 8.21 | 9.04 | 34.09 | 33.16 | 5.13 | 25.36 | 31.31 | 3.66 | 8.38 |
| Yield(%) | 6.59 | 6.19 | 3.77 | 4.15 | 5.30 | 4.50 | 6.11 | … | … | 6.46 | 1.13 | 4.44 | 4.70 | 4.15 | 4.72 | 4.63 | 4.62 | 4.10 | 10.47 | 4.70 | 3.65 | 6.61 | 4.40 | 3.62 | 4.06 | 3.90 | 3.82 | 4.11 | 4.22 | 5.58 | 7.58 | 5.81 | 4.64 | 5.96 | 4.98 | 2.87 | 3.69 | 3.14 | 3.23 | 3.88 | 2.76 | 2.76 | 4.42 | 1.71 | 4.05 | 1.13 | 0.00 |
Data as of 08/16/2021, Common starting date is 09/07/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWL-A (Bowl America Incorporated) |
-15.09%
May 2018 – May 2021 |
-7.22%
May 2015 – May 2020 |
-0.24%
Apr 1990 – Apr 2000 |
0.83%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWL-A (Bowl America Incorporated) |
42.50%
Feb 1986 – Feb 1989 |
36.95%
Apr 1985 – Apr 1990 |
15.47%
Sep 1985 – Sep 1995 |
12.10%
Jan 1986 – Jan 2001 |
Annualized Rolling Returns Comparison Chart