Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFSIX (Valued Advisers Trust – BFS Equity Fund) | 0.77% | 12.76% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/10/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFSIX (Valued Advisers Trust – BFS Equity Fund) | 11/10/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.85 | 12.76 | NA | NA | NA | NA | NA | … | … | 0.77 | 11.09 | 23.41 | 6.75 |
| Sharpe Ratio | NA | 0.82 | NA | NA | NA | NA | NA | … | … | -0.05 | 0.49 | 1.55 | 7.44 |
| Standard Deviation(%) | NA | 12.31 | NA | NA | NA | NA | NA | … | … | 14.39 | 16.99 | 12.73 | 8.17 |
| Draw Down(%) | NA | 10.56 | NA | NA | NA | NA | NA | … | … | 10.56 | 18.17 | 7.30 | 1.17 |
| Yield(%) | 0.00 | 6.30 | 3.58 | 2.15 | 1.07 | 0.72 | 0.54 | … | … | 0.00 | 6.25 | 2.06 | 0.52 |
Data as of 06/05/2026, Common starting date is 11/10/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFSIX (Valued Advisers Trust – BFS Equity Fund) |
0.00%
NA |
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 |
|---|---|---|---|---|
| BFSIX (Valued Advisers Trust – BFS Equity Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart