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
BVYXX 0.00% 0.00% -41.05% NA NA NA NA
Data as of 06/11/2026, Common starting date is 10/19/2021
More Performance Analytics Comparison
Name Start Date End Date
BVYXX 10/19/2021 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) 0.00 0.00 -41.05 NA NA NA NA 0.00 -77.13 -15.96 29.71 37,670.28 -98.90
Sharpe Ratio NA 0.00 -0.10 NA NA NA NA -0.01 -0.13 -6.09 0.07 74.71 -0.06
Standard Deviation(%) NA 696.66 452.11 NA NA NA NA 480.97 640.02 3.22 397.06 516.30 1,756.50
Draw Down(%) NA 76.13 80.88 NA NA NA NA 72.30 77.13 16.03 80.88 72.33 98.97
Yield(%) 0.00 0.00 0.65 2.64 1.32 0.88 0.66 0.00 0.37 0.96 1.19 143.64 0.00
Data as of 06/11/2026, Common starting date is 10/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BVYXX (BVYXX) -41.12%
May 2023 – May 2026
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
BVYXX (BVYXX) 653.33%
Nov 2021 – Nov 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return