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
BCHT (Birchtech Corp.) -46.13% -25.19% 8.11% -18.15% -5.07% -5.06% -23.83%
Data as of 06/17/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
Name Start Date End Date
BCHT (Birchtech Corp.) 11/03/2003 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 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) 4.66 -25.19 8.11 -18.15 -5.07 -5.06 -23.83 -46.13 47.06 -44.44 247.60 -55.24 -7.09 234.21 -20.83 -2.24 -81.81 114.29 3.28 1.67 17.65 -67.10 42.33 -87.63 -46.67 114.29 -61.11 -90.53 442.86 473.77 -59.33
Sharpe Ratio NA -0.31 0.10 -0.27 -0.05 NA NA -0.99 0.64 -0.81 2.54 -0.58 -0.08 2.34 -0.38 -0.04 -1.00 1.08 0.02 0.01 0.08 -0.19 0.07 -0.19 -0.21 0.40 -0.18 -0.47 1.71 1.07 -0.16
Standard Deviation(%) NA 76.60 76.88 81.01 85.65 NA NA 75.90 69.18 59.28 97.42 98.28 94.77 99.12 58.74 100.93 82.77 105.71 163.31 165.16 212.65 358.06 590.43 467.00 221.64 290.37 361.69 200.43 258.11 403.42 611.76
Draw Down(%) NA 72.21 78.88 85.28 92.90 NA NA 69.59 30.53 60.80 57.25 72.52 67.55 35.00 59.84 66.55 83.07 47.08 69.88 81.96 58.82 92.31 75.29 94.44 79.17 66.67 72.22 96.00 51.43 82.86 66.67
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 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 06/17/2026, Common starting date is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCHT (Birchtech Corp.) -63.04%
Mar 2010 – Mar 2013
-68.79%
Mar 2006 – Mar 2011
-46.41%
Feb 2006 – Feb 2016
-34.13%
Nov 2005 – Nov 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCHT (Birchtech Corp.) 82.02%
Jul 2018 – Jul 2021
30.78%
Dec 2018 – Dec 2023
10.27%
Mar 2011 – Mar 2021
-0.97%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return