Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGLKX (The Long Term Global Growth Equity Fund) | -6.51% | -2.16% | 14.47% | -0.33% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 05/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGLKX (The Long Term Global Growth Equity Fund) | 05/01/2017 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.16 | 14.47 | -0.33 | NA | NA | NA | … | … | -6.51 | 18.15 | 24.97 | 36.64 | -48.08 | -2.57 | 85.94 | 33.50 | -1.41 | 22.72 |
| Sharpe Ratio | NA | -0.23 | 0.47 | -0.09 | NA | NA | NA | … | … | -0.72 | 0.60 | 0.84 | 1.39 | -1.06 | -0.09 | 2.45 | 1.42 | -0.11 | 2.54 |
| Standard Deviation(%) | NA | 20.69 | 23.59 | 29.69 | NA | NA | NA | … | … | 23.65 | 25.97 | 21.77 | 23.53 | 46.79 | 27.34 | 34.76 | 22.61 | 25.91 | 13.79 |
| Draw Down(%) | NA | 25.65 | 27.29 | 56.55 | NA | NA | NA | … | … | 22.42 | 27.29 | 14.14 | 19.86 | 49.89 | 21.19 | 28.68 | 12.99 | 25.74 | 6.26 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.33 | 5.30 | 3.54 | 2.65 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 2.00 | 5.04 | 15.26 | 0.19 | 8.78 | 0.00 |
Data as of 06/08/2026, Common starting date is 05/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGLKX (The Long Term Global Growth Equity Fund) |
-11.09%
Jan 2021 – Jan 2024 |
-1.11%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGLKX (The Long Term Global Growth Equity Fund) |
43.86%
Oct 2018 – Oct 2021 |
16.70%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart