Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBAI (BigBearai Holdings Inc) | -28.15% | -4.20% | 14.42% | -16.97% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 04/05/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBAI (BigBearai Holdings Inc) | 04/05/2021 | 06/17/2026 |
| 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 (%) | -3.48 | -4.20 | 14.42 | -16.97 | NA | NA | NA | … | … | -28.15 | 28.76 | 96.73 | 217.65 | -88.66 | -39.57 |
| Sharpe Ratio | NA | 0.02 | 0.20 | -0.15 | NA | NA | NA | … | … | -0.63 | 0.21 | 0.78 | 1.16 | -0.74 | -1.25 |
| Standard Deviation(%) | NA | 94.69 | 109.56 | 128.48 | NA | NA | NA | … | … | 80.80 | 123.80 | 117.50 | 186.89 | 120.90 | 39.36 |
| Draw Down(%) | NA | 65.88 | 75.56 | 95.01 | NA | NA | NA | … | … | 52.57 | 75.56 | 72.52 | 80.52 | 95.01 | 40.78 |
| 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 |
Data as of 06/17/2026, Common starting date is 04/05/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBAI (BigBearai Holdings Inc) |
-47.10%
Sep 2021 – Sep 2024 |
-12.24%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBAI (BigBearai Holdings Inc) |
100.13%
Dec 2022 – Dec 2025 |
-12.24%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart