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
MYBUD NA 586.31% 58.74% 39.12% -13.74% -27.10% NA
Data as of 10/14/2024, Common starting date is 07/27/2007
More Performance Analytics Comparison
Name Start Date End Date
MYBUD 07/27/2007 10/14/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 586.31 58.74 39.12 -13.74 -27.10 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 10/14/2024, Common starting date is 07/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MYBUD (MYBUD) -74.87%
Jun 2021 – Jun 2024
-56.85%
Dec 2011 – Dec 2016
-52.20%
Jul 2010 – Jul 2020
-49.87%
Jun 2009 – Jun 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MYBUD (MYBUD) 131.77%
Jul 2021 – Jul 2024
73.46%
Jul 2019 – Jul 2024
-6.70%
Jul 2014 – Jul 2024
-22.96%
Jul 2009 – Jul 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return