Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWB (Bridgewater Bancshares, Inc.) | 11.98% | 28.38% | 24.59% | 2.97% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/15/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWB (Bridgewater Bancshares, Inc.) | 03/15/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.57 | 28.38 | 24.59 | 2.97 | NA | NA | NA | … | … | 11.98 | 33.38 | -0.22 | -23.79 | 0.28 | 41.63 | -9.36 | 30.62 | -18.97 |
| Sharpe Ratio | NA | 1.09 | 0.74 | -0.01 | NA | NA | NA | … | … | 0.87 | 1.00 | -0.21 | -0.64 | -0.05 | 1.30 | -0.17 | 1.42 | -1.03 |
| Standard Deviation(%) | NA | 27.32 | 33.10 | 32.37 | NA | NA | NA | … | … | 25.22 | 30.95 | 32.61 | 44.17 | 24.32 | 32.07 | 54.80 | 21.15 | 23.93 |
| Draw Down(%) | NA | 15.62 | 22.15 | 59.49 | NA | NA | NA | … | … | 15.62 | 19.20 | 22.15 | 54.40 | 17.88 | 17.04 | 39.78 | 11.27 | 26.95 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 03/15/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWB (Bridgewater Bancshares, Inc.) |
-13.67%
Apr 2021 – Apr 2024 |
-7.71%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWB (Bridgewater Bancshares, Inc.) |
29.87%
May 2023 – May 2026 |
13.15%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart