Performance analysis of BCV (Bancroft Fund)
Annual Return
Over the past 3 years, BCV has had an average annual return of +26.59%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, BCV has had an average annual return of +5.75%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, BCV has had an average annual return of +12.84%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, BCV has had an average annual return of +8.60%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +23.36% | +33.36% | +19.75% | +5.54% | -33.67% | -0.25% | +29.95% | +50.48% | -3.99% | +13.42% | +18.61% | -0.50% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +10.57% | +17.02% | +12.35% | -7.60% | +17.47% | +43.39% | -39.37% | +13.99% | +15.47% | -1.52% | +6.09% | +9.75% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -8.72% | +13.58% | +13.76% | +6.32% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.71% | -6.05% | -3.96% | +12.40% | +9.17% | +1.55% | +23.36% | ||||||
| 2025 | +4.07% | -1.08% | -2.72% | -3.36% | +6.25% | +7.56% | +4.13% | +6.96% | +5.50% | +7.99% | -4.75% | -0.23% | +33.36% |
| 2024 | -3.76% | +0.58% | +5.50% | -5.72% | +3.88% | +2.10% | +5.05% | -0.07% | +3.94% | +0.18% | +11.88% | -4.12% | +19.75% |
| 2023 | +12.03% | -1.47% | -4.25% | -3.71% | -0.49% | +6.96% | +3.63% | -4.46% | -4.94% | -9.07% | +6.57% | +6.82% | +5.54% |
| 2022 | -10.67% | -5.13% | +3.21% | -9.17% | -5.51% | -5.95% | +5.59% | +1.78% | -12.40% | +6.16% | -0.37% | -5.65% | -33.67% |
| 2021 | +6.80% | -3.32% | -4.25% | +5.83% | +0.26% | +3.37% | -2.62% | +0.10% | -4.08% | +1.48% | +0.88% | -3.89% | -0.25% |
| 2020 | +1.80% | -13.25% | -14.13% | +8.68% | +10.69% | +3.14% | +9.48% | +2.34% | -5.94% | -0.89% | +18.89% | +11.22% | +29.95% |
| 2019 | +12.61% | +1.14% | +1.95% | +1.35% | -3.60% | +8.47% | +5.85% | -1.01% | +1.75% | +1.27% | +6.65% | +6.18% | +50.48% |
| 2018 | +4.14% | -5.56% | -0.80% | +1.43% | +2.35% | +1.54% | +0.82% | +3.31% | +1.59% | -10.87% | +4.58% | -5.34% | -3.99% |
| 2017 | +5.43% | +1.92% | -2.10% | +1.29% | +0.13% | +2.73% | +2.76% | -2.43% | +1.89% | +0.03% | +1.91% | -0.64% | +13.42% |
Drawdown analysis of BCV (Bancroft Fund)
The maximum drawdown for the BCV was -50.83%, occurring on Oct 10, 2008. Recovery took 557 trading sessions.
Since Nov 1, 1999 BCV has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.83% | Oct 29, 2007 | 240 | Oct 10, 2008 | 557 | Dec 28, 2010 | 797 |
| -48.78% | Feb 12, 2021 | 682 | Oct 30, 2023 | 504 | Nov 3, 2025 | 1186 |
| -42.22% | Feb 12, 2020 | 24 | Mar 18, 2020 | 95 | Aug 3, 2020 | 119 |
| -23.28% | Aug 29, 2001 | 222 | Jul 24, 2002 | 890 | Feb 3, 2006 | 1112 |
| -21.05% | Jun 26, 2015 | 158 | Feb 11, 2016 | 112 | Jul 22, 2016 | 270 |
| -20.04% | May 2, 2011 | 108 | Oct 4, 2011 | 317 | Jan 9, 2013 | 425 |
| -18.15% | Sep 26, 2018 | 61 | Dec 24, 2018 | 29 | Feb 6, 2019 | 90 |
| -13.39% | Jul 16, 2007 | 23 | Aug 16, 2007 | 31 | Oct 1, 2007 | 54 |
| -12.26% | Feb 7, 2001 | 47 | Apr 17, 2001 | 19 | May 14, 2001 | 66 |
| -11.76% | Jan 28, 2026 | 42 | Mar 30, 2026 | 19 | Apr 27, 2026 | 61 |
| -10.81% | Sep 7, 2000 | 60 | Dec 1, 2000 | 36 | Jan 25, 2001 | 96 |
| -10.69% | Sep 5, 2014 | 28 | Oct 15, 2014 | 82 | Feb 12, 2015 | 110 |
| -10.57% | Nov 3, 2025 | 14 | Nov 21, 2025 | 36 | Jan 15, 2026 | 50 |
| -10.46% | Jan 26, 2018 | 9 | Feb 8, 2018 | 138 | Aug 27, 2018 | 147 |
| -9.78% | Apr 5, 2000 | 36 | May 26, 2000 | 28 | Jul 7, 2000 | 64 |
| -9.65% | Aug 6, 2020 | 33 | Sep 23, 2020 | 37 | Nov 13, 2020 | 70 |
| -8.46% | Sep 23, 2019 | 10 | Oct 7, 2019 | 21 | Nov 5, 2019 | 31 |
| -7.45% | May 21, 2013 | 23 | Jun 24, 2013 | 60 | Sep 18, 2013 | 83 |
| -6.13% | Sep 15, 2016 | 38 | Nov 8, 2016 | 10 | Nov 22, 2016 | 48 |
| -5.85% | Dec 24, 2020 | 6 | Jan 5, 2021 | 11 | Jan 21, 2021 | 17 |
| -5.72% | Feb 20, 2019 | 12 | Mar 8, 2019 | 16 | Apr 1, 2019 | 28 |
| -5.60% | Mar 9, 2000 | 4 | Mar 15, 2000 | 8 | Mar 27, 2000 | 12 |
| -5.51% | Jul 26, 2017 | 11 | Aug 10, 2017 | 74 | Nov 24, 2017 | 85 |
| -5.32% | May 3, 2019 | 20 | Jun 3, 2019 | 7 | Jun 12, 2019 | 27 |
| -5.04% | Feb 15, 2017 | 18 | Mar 14, 2017 | 57 | Jun 5, 2017 | 75 |