Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BLKB (Blackbaud, Inc.) | -13.62% | -19.07% | 3.30% | 3.36% | 2.58% | 7.86% | 9.45% | 11.61% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLKB (Blackbaud, Inc.) | 07/26/2004 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 07/26/2004.
AR inception is since 07/26/2004.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.10 | -19.07 | 3.30 | 3.36 | 2.58 | 7.86 | 9.45 | 11.61 | -13.62 | -14.88 | 47.30 | -25.47 | 37.21 | -27.56 | 27.30 | -33.08 | 48.49 | -2.08 | 53.62 | 16.44 | 67.43 | -16.03 | 8.97 | 11.71 | 79.61 | -50.82 | 9.35 | 54.25 | 18.43 | 67.31 |
| Sharpe Ratio | NA | -0.80 | 0.00 | 0.08 | 0.03 | NA | NA | 0.27 | -1.21 | -0.61 | 1.69 | -0.64 | 1.12 | -0.48 | 0.85 | -0.94 | 1.96 | -0.07 | 2.03 | 0.71 | 2.50 | -0.61 | 0.20 | 0.39 | 1.75 | -0.89 | 0.16 | 1.43 | 0.52 | 4.01 |
| Standard Deviation(%) | NA | 30.94 | 33.15 | 35.56 | 35.69 | NA | NA | 36.86 | 33.48 | 33.13 | 25.75 | 42.41 | 33.07 | 58.27 | 30.53 | 36.76 | 24.56 | 30.41 | 26.39 | 23.11 | 26.98 | 26.72 | 44.17 | 29.52 | 45.38 | 57.76 | 38.59 | 35.82 | 31.07 | 55.04 |
| Draw Down(%) | NA | 32.51 | 32.72 | 49.05 | 65.76 | NA | NA | 68.27 | 26.92 | 22.32 | 16.78 | 44.50 | 20.08 | 50.88 | 18.55 | 50.45 | 10.61 | 22.61 | 14.94 | 22.57 | 18.61 | 37.30 | 29.27 | 21.73 | 31.58 | 61.08 | 20.04 | 19.12 | 24.48 | 20.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.47 | 1.38 | 2.51 | 3.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 0.76 | 0.51 | 0.74 | 0.75 | 1.14 | 1.29 | 2.03 | 1.69 | 1.81 | 1.82 | 2.98 | 1.44 | 1.29 | 1.63 | 1.44 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLKB (Blackbaud, Inc.) |
-21.20%
Sep 2019 - Sep 2022 |
-12.64%
Sep 2017 - Sep 2022 |
3.07%
Mar 2015 - Mar 2025 |
4.97%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLKB (Blackbaud, Inc.) |
48.16%
Feb 2009 - Feb 2012 |
35.91%
Nov 2012 - Nov 2017 |
24.00%
Feb 2009 - Feb 2019 |
17.56%
Sep 2004 - Sep 2019 |
Annualized Rolling Returns Comparison Chart