Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVFL (BV Financial, Inc.) | 11.52% | 38.09% | 13.65% | 11.49% | 16.86% | 15.74% | 7.10% | … | … |
Data as of 06/10/2026, Common starting date is 02/17/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVFL (BV Financial, Inc.) | 02/17/2005 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.44 | 38.09 | 13.65 | 11.49 | 16.86 | 15.74 | 7.10 | … | … | 11.52 | 6.16 | 22.43 | -13.16 | 24.38 | 18.24 | -1.45 | 18.97 | 59.70 | 43.59 | -6.57 | 7.03 | 6.67 | 9.09 | 114.84 | -14.67 | 17.13 | -34.52 | -44.14 | -7.70 | -1.48 | -9.41 |
| Sharpe Ratio | NA | 1.34 | 0.43 | 0.31 | 0.35 | NA | NA | … | … | 1.21 | 0.13 | 0.84 | -0.44 | 0.77 | 0.56 | -0.02 | 0.39 | 0.92 | 0.73 | -0.33 | 0.21 | 0.24 | 0.28 | 1.15 | -0.24 | 0.15 | -0.38 | -1.00 | -0.46 | -0.17 | -0.63 |
| Standard Deviation(%) | NA | 23.85 | 24.20 | 28.85 | 43.83 | NA | NA | … | … | 21.33 | 25.92 | 18.96 | 39.46 | 29.93 | 32.24 | 68.24 | 45.51 | 63.18 | 59.46 | 20.51 | 32.85 | 27.95 | 32.44 | 100.76 | 61.83 | 117.10 | 91.43 | 44.86 | 23.39 | 28.51 | 20.50 |
| Draw Down(%) | NA | 13.43 | 30.93 | 57.57 | 57.57 | NA | NA | … | … | 6.57 | 19.28 | 29.35 | 57.57 | 16.00 | 17.25 | 38.84 | 19.21 | 25.37 | 26.80 | 14.44 | 29.44 | 9.86 | 15.01 | 47.96 | 35.71 | 56.59 | 38.01 | 52.68 | 23.01 | 11.79 | 16.75 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.23 | 0.29 | 0.46 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.92 | 4.71 | 2.53 | 2.28 | 0.55 | 0.00 |
Data as of 06/10/2026, Common starting date is 02/17/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVFL (BV Financial, Inc.) |
-32.34%
May 2006 – May 2009 |
-21.53%
Oct 2006 – Oct 2011 |
-2.37%
Jan 2006 – Jan 2016 |
2.03%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVFL (BV Financial, Inc.) |
43.73%
Oct 2011 – Oct 2014 |
31.30%
Feb 2018 – Feb 2023 |
24.58%
Oct 2011 – Oct 2021 |
17.03%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart