Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDRPF (Bombardier Inc Pref. Series B) | NA | -25.59% | -3.53% | 31.07% | 12.10% | NA | NA | … | … |
Data as of 05/29/2025, Common starting date is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDRPF (Bombardier Inc Pref. Series B) | 09/18/2013 | 05/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -25.59 | -3.53 | 31.07 | 12.10 | NA | NA | … | … | -24.63 | 7.97 | 15.94 | 17.17 | 83.50 | -9.91 | 10.32 | 3.89 | 50.07 | 75.64 | -52.53 | -35.15 | 1.56 |
| Sharpe Ratio | NA | -0.37 | -0.22 | 0.79 | 0.25 | NA | NA | … | … | -0.52 | 0.33 | 1.69 | 0.48 | 2.74 | -0.12 | 0.48 | 0.07 | 1.79 | 2.59 | -0.79 | -1.21 | 3.91 |
| Standard Deviation(%) | NA | 78.82 | 31.61 | 36.87 | 43.10 | NA | NA | … | … | 100.54 | 13.56 | 7.32 | 30.87 | 33.29 | 82.80 | 18.34 | 35.29 | 27.69 | 29.16 | 66.83 | 29.13 | 1.42 |
| Draw Down(%) | NA | 28.72 | 28.72 | 28.72 | 63.60 | NA | NA | … | … | 24.63 | 7.33 | 2.49 | 19.03 | 11.78 | 57.11 | 12.21 | 26.85 | 11.38 | 9.31 | 65.52 | 35.49 | 0.00 |
| Yield(%) | 0.00 | 1.79 | 7.50 | 22.08 | 10.19 | 3.86 | 2.89 | … | … | 0.63 | 5.86 | 11.57 | 9.38 | 4.94 | 8.37 | 11.48 | 10.31 | 11.36 | 15.05 | 6.99 | 4.58 | 1.55 |
Data as of 05/29/2025, Common starting date is 09/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDRPF (Bombardier Inc Pref. Series B) |
-19.26%
Oct 2013 – Oct 2016 |
-5.55%
Apr 2015 – Apr 2020 |
7.49%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDRPF (Bombardier Inc Pref. Series B) |
66.34%
Apr 2020 – Apr 2023 |
27.31%
Jun 2017 – Jun 2022 |
12.94%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart