Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBNA | 9.83% | 5.78% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/29/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBNA | 07/29/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.47 | 5.78 | NA | NA | NA | NA | NA | … | … | 9.83 | 3.16 | -32.20 |
| Sharpe Ratio | NA | 0.33 | NA | NA | NA | NA | NA | … | … | 2.11 | 0.01 | -1.29 |
| Standard Deviation(%) | NA | 20.92 | NA | NA | NA | NA | NA | … | … | 15.43 | 20.16 | 48.91 |
| Draw Down(%) | NA | 18.03 | NA | NA | NA | NA | NA | … | … | 4.83 | 18.03 | 35.56 |
| Yield(%) | 0.00 | 3.12 | 1.40 | 0.84 | 0.42 | 0.28 | 0.21 | … | … | 3.24 | 2.79 | 0.00 |
Data as of 06/09/2026, Common starting date is 07/29/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBNA (BBNA) |
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 |
|---|---|---|---|---|
| BBNA (BBNA) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart