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BRSGX: SMALL-CAP GROWTH FUND CLASS N (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/10/2003 |
| Last Dividend Date: | 09/22/2021 |
| 12-Mo. Yield | 17.74% |
| Expenses | 0.94% |
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Performance Analytics (As of 10/18/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/10/2003 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 30.0 | 6.5 | 10.4 | 13.3 | 6.3 | 7.3 | 9.1 | 13.4 | 15.1 | -11.2 | 19.6 | 16.1 | 4.9 | 6.1 | 48.5 | 11.1 | -0.6 | 11.8 | 15.0 | -43.5 | 6.9 | 5.3 | 18.2 | 11.6 | 2.4 |
| Sharpe Ratio | NA | 1.23 | 0.18 | 0.35 | 0.54 | NA | 0.25 | 0.46 | 0.27 | 0.79 | -0.61 | 1.48 | 0.81 | 0.26 | 0.35 | 2.88 | 0.58 | -0.02 | 0.45 | 0.5 | -0.97 | 0.18 | 0.09 | 0.97 | 0.55 | 0.83 |
| Draw Down(%) | NA | 14.5 | 49.6 | 53.9 | 53.9 | NA | 62.8 | 14.5 | 47.9 | 14.8 | 29.2 | 6.5 | 16.3 | 12.9 | 11.8 | 7.1 | 17.6 | 34.2 | 20.1 | 30.2 | 55.0 | 14.6 | 22.6 | 8.4 | 19.8 | 7.6 |
| Standard Deviation(%) | NA | 24.4 | 33.4 | 27.5 | 23.9 | NA | 25.9 | 25.1 | 48.4 | 17.4 | 20.5 | 12.9 | 19.6 | 18.5 | 17.4 | 16.8 | 19.2 | 36.7 | 26.2 | 29.9 | 45.8 | 21.1 | 21.4 | 16.6 | 19.3 | 21.5 |
| Treynor Ratio | NA | 0.31 | 0.05 | 0.09 | 0.12 | NA | 0.06 | 0.12 | 0.11 | 0.14 | -0.12 | 0.17 | 0.15 | 0.05 | 0.06 | 0.44 | 0.1 | -0.01 | 0.11 | 0.17 | -0.43 | 0.03 | 0.02 | 0.15 | 0.11 | 0.18 |
| Alpha | NA | 0.02 | -0.05 | -0.03 | -0.01 | NA | -0.02 | 0.01 | -0.08 | -0.05 | -0.02 | -0.02 | 0.02 | 0.03 | 0.01 | 0.02 | -0.03 | 0.01 | -0.07 | -0.07 | -0.01 | -0.01 | -0.03 | 0.03 | -0.01 | -0.02 |
| Beta | NA | 0.95 | 1.11 | 1.1 | 1.1 | NA | 1.06 | 0.95 | 1.19 | 0.98 | 1.01 | 1.14 | 1.08 | 1.09 | 1.06 | 1.1 | 1.07 | 1.11 | 1.06 | 0.89 | 1.03 | 1.11 | 1.2 | 1.05 | 1.0 | 1.01 |
| RSquared | NA | 0.64 | 0.83 | 0.83 | 0.86 | NA | 0.9 | 0.64 | 0.88 | 0.78 | 0.91 | 0.84 | 0.92 | 0.88 | 0.92 | 0.88 | 0.91 | 0.96 | 0.94 | 0.95 | 0.96 | 0.93 | 0.9 | 0.88 | 0.9 | 0.9 |
| Yield(%) | N/A | 17.7 | 7.9 | 6.5 | 7.0 | 3.3 | N/A | 14.8 | 0.3 | 0.0 | 9.2 | 0.2 | 0.4 | 0.0 | 0.1 | 0.5 | 0.0 | 0.0 | 0.2 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 428670.0 | 5220.2 | 8640.1 | N/A | N/A | N/A | 6296.5 | 6500.0 | -100.0 | 4580.7 | -25.7 | N/A | -100.0 | -82.1 | N/A | -100.0 | -95.7 | -36.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/10/2003
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