Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMFIX (Burnham Financial Industries I) | NA | 10.43% | NA | NA | NA | NA | NA | … | … |
Data as of 03/19/2013, Common starting date is 03/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMFIX (Burnham Financial Industries I) | 03/30/2010 | 03/19/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.43 | NA | NA | NA | NA | NA | … | … | 0.00 | 22.89 | -15.08 | -3.06 |
| Sharpe Ratio | NA | 0.82 | NA | NA | NA | NA | NA | … | … | 0.00 | 1.61 | -0.54 | -0.22 |
| Standard Deviation(%) | NA | 12.73 | NA | NA | NA | NA | NA | … | … | NA | 14.28 | 27.96 | 19.02 |
| Draw Down(%) | NA | 12.06 | NA | NA | NA | NA | NA | … | … | 0.00 | 12.06 | 30.32 | 20.67 |
| Yield(%) | 0.00 | 0.00 | 8.92 | 5.35 | 2.68 | 1.78 | 1.34 | … | … | 0.00 | 0.00 | 26.18 | 1.56 |
Data as of 03/19/2013, Common starting date is 03/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMFIX (Burnham Financial Industries I) |
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 |
|---|---|---|---|---|
| BMFIX (Burnham Financial Industries I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart