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
BGMS NA -78.57% -92.76% -87.09% -72.95% -60.47% -50.14%
Data as of 06/10/2026, Common starting date is 04/30/2004
More Performance Analytics Comparison
Name Start Date End Date
BGMS 04/30/2004 06/10/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -78.57 -92.76 -87.09 -72.95 -60.47 -50.14
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 06/10/2026, Common starting date is 04/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BGMS (BGMS) -93.13%
Feb 2023 – Feb 2026
-86.95%
Apr 2021 – Apr 2026
-72.55%
Nov 2015 – Nov 2025
-60.27%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BGMS (BGMS) 0.00%
May 2004 – May 2007
0.00%
May 2004 – May 2009
0.00%
May 2004 – May 2014
-18.30%
Dec 2004 – Dec 2019
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return