Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWOSF | NA | 147.15% | 19.96% | 8.90% | 15.84% | -6.85% | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/21/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWOSF | 09/21/2009 | 06/05/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 147.15 | 19.96 | 8.90 | 15.84 | -6.85 | 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(%) | 19.68 | 6.06 | 3.23 | 229.20 | 12.12 | 19.92 | … | … |
Data as of 06/05/2026, Common starting date is 09/21/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWOSF (BWOSF) |
-59.46%
Feb 2013 – Feb 2016 |
-45.62%
Sep 2011 – Sep 2016 |
-17.88%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWOSF (BWOSF) |
67.90%
Sep 2016 – Sep 2019 |
33.24%
Sep 2016 – Sep 2021 |
-5.45%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart