IPO vs BCV
Comparison between RENAISSANCE IPO ETF (IPO, ETF) and Bancroft Fund Ltd (BCV, ETF).
5-Year PerformanceBCV has outperformed IPO, delivering a return of +4.3% compared to -2.4%
IPO vs BCV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IPO vs BCV - Historical Returns
Returns include dividend reinvestment.
IPO vs BCV - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IPO | BCV |
|---|---|---|
| 2026 | +18.65% | +17.77% |
| 2025 | +3.34% | +33.29% |
| 2024 | +20.50% | +21.50% |
| 2023 | +55.06% | +5.09% |
| 2022 | -56.71% | -33.62% |
| 2021 | -9.24% | +1.57% |
| 2020 | +104.07% | +29.50% |
| 2019 | +33.94% | +48.88% |
| 2018 | -17.82% | -4.43% |
| 2017 | +36.17% | +12.32% |
| 2016 | +2.36% | +20.80% |
| 2015 | -7.95% | -0.15% |
| 2014 | +7.41% | +11.53% |
| 2013 | +7.55% | +15.57% |
| 2012 | N/A | +10.67% |
| 2011 | N/A | -8.09% |
| 2010 | N/A | +16.93% |
| 2009 | N/A | +42.37% |
| 2008 | N/A | -38.16% |
| 2007 | N/A | +14.11% |
| 2006 | N/A | +15.79% |
| 2005 | N/A | +0.64% |
| 2004 | N/A | +5.81% |
| 2003 | N/A | +7.03% |
| 2002 | N/A | -8.72% |
| 2001 | N/A | +15.46% |
| 2000 | N/A | +13.42% |
| 1999 | N/A | +6.32% |
IPO vs BCV Drawdown Comparison
The maximum drawdown for IPO was -68.76%, occurring on Dec 28, 2022. This drawdown has not yet recovered.
The maximum drawdown for BCV was -50.83%, occurring on Oct 10, 2008. Recovery took 797 trading sessions.
The current IPO drawdown is -26.16%. The current BCV drawdown is -4.92%.
| Rank | IPO | BCV |
|---|---|---|
| #1 | -68.76% Feb 12, 2021 - Dec 28, 2022 | -50.83% Oct 29, 2007 - Dec 28, 2010 |
| #2 | -38.47% Feb 19, 2020 - May 20, 2020 | -48.78% Feb 12, 2021 - Nov 3, 2025 |
| #3 | -36.73% Apr 16, 2015 - May 15, 2017 | -42.22% Feb 12, 2020 - Aug 3, 2020 |
| #4 | -31.34% Jun 18, 2018 - May 3, 2019 | -23.28% Aug 29, 2001 - Feb 3, 2006 |
| #5 | -17.59% Jul 26, 2019 - Jan 16, 2020 | -21.05% Jun 26, 2015 - Jul 22, 2016 |
| #6 | -13.19% Mar 5, 2014 - Sep 8, 2014 | -20.04% May 2, 2011 - Jan 9, 2013 |
| #7 | -11.58% Oct 13, 2020 - Nov 20, 2020 | -18.15% Sep 26, 2018 - Feb 6, 2019 |
| #8 | -10.96% Sep 11, 2014 - Nov 12, 2014 | -13.39% Jul 16, 2007 - Oct 1, 2007 |
| #9 | -10.76% Sep 1, 2020 - Sep 29, 2020 | -12.27% Feb 7, 2001 - May 14, 2001 |
| #10 | -9.40% Dec 22, 2020 - Jan 21, 2021 | -11.76% Jan 28, 2026 - Apr 27, 2026 |
| #11 | -8.14% Aug 5, 2020 - Aug 26, 2020 | -10.81% Sep 7, 2000 - Jan 25, 2001 |
| #12 | -7.39% May 3, 2019 - Jun 18, 2019 | -10.69% Sep 5, 2014 - Feb 12, 2015 |
| #13 | -7.03% Jan 23, 2018 - Mar 6, 2018 | -10.57% Nov 3, 2025 - Jan 15, 2026 |
| #14 | -6.78% Nov 24, 2014 - Feb 11, 2015 | -10.46% Jan 26, 2018 - Aug 27, 2018 |
| #15 | -6.75% Jul 9, 2020 - Aug 3, 2020 | -9.79% Apr 5, 2000 - Jul 7, 2000 |
Correlation
Correlation between IPO and BCV is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
IPO vs BCV dividend yield comparison.
| Year | IPO | BCV |
|---|---|---|
| 2026 | 0.11% | 1.37% |
| 2025 | 0.66% | 5.93% |
| 2024 | 0.12% | 7.23% |
| 2023 | 0.00% | 8.01% |
| 2022 | 0.00% | 7.81% |
| 2021 | 0.00% | 15.63% |
| 2020 | 0.10% | 10.35% |
| 2019 | 0.26% | 6.59% |
| 2018 | 0.49% | 12.88% |
| 2017 | 0.43% | 5.33% |
| 2016 | 0.40% | 6.27% |
| 2015 | 0.11% | 9.81% |
| 2014 | 2.45% | 2.50% |
| 2013 | 0.07% | 3.01% |
| 2012 | 0.00% | 3.52% |
| 2011 | 0.00% | 3.62% |
| 2010 | 0.00% | 3.94% |
| 2009 | 0.00% | 4.83% |
| 2008 | 0.00% | 7.39% |
| 2007 | 0.00% | 14.53% |
| 2006 | 0.00% | 6.52% |
| 2005 | 0.00% | 4.17% |
| 2004 | 0.00% | 3.65% |
| 2003 | 0.00% | 3.80% |
| 2002 | 0.00% | 4.47% |
| 2001 | 0.00% | 7.08% |
| 2000 | 0.00% | 21.69% |
| 1999 | 0.00% | 15.11% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks