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
BZLEY NA 48.49% NA NA NA NA NA
Data as of 06/10/2025, Common starting date is 02/28/2024
More Performance Analytics Comparison
Name Start Date End Date
BZLEY 02/28/2024 06/10/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024
Annualized Return (%) -0.20 48.49 NA NA NA NA NA 25.99 23.04
Sharpe Ratio NA 0.76 NA NA NA NA NA 1.07 0.42
Standard Deviation(%) NA 59.13 NA NA NA NA NA 57.95 59.56
Draw Down(%) NA 11.13 NA NA NA NA NA 10.67 11.42
Yield(%) 0.00 0.00 0.62 0.37 0.19 0.12 0.09 0.00 1.87
Data as of 06/10/2025, Common starting date is 02/28/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BZLEY (BZLEY) 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
BZLEY (BZLEY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return