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
BTBD (Bt Brands Inc) -17.99% -16.79% -24.98% NA NA NA NA
Data as of 06/17/2026, Common starting date is 11/12/2021
More Performance Analytics Comparison
Name Start Date End Date
BTBD (Bt Brands Inc) 11/12/2021 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 (%) 0.00 -16.79 -24.98 NA NA NA NA -17.99 0.00 -36.40 36.75 -41.97 -30.77
Sharpe Ratio NA -0.17 -0.28 NA NA NA NA -0.31 -0.03 -0.51 0.32 -0.36 -1.25
Standard Deviation(%) NA 124.59 102.65 NA NA NA NA 115.09 115.67 85.22 101.28 120.14 75.34
Draw Down(%) NA 64.36 64.36 NA NA NA NA 52.00 58.75 52.29 51.33 54.55 31.15
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 11/12/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BTBD (Bt Brands Inc) -23.26%
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
BTBD (Bt Brands Inc) -1.94%
Sep 2022 – Sep 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return