Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIGRX (INCOME & GROWTH FUND INVESTOR CLASS) | 9.07% | 23.96% | 15.89% | 7.23% | 11.00% | 11.20% | 8.64% | … | … |
Data as of 06/10/2026, Common starting date is 12/17/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIGRX (INCOME & GROWTH FUND INVESTOR CLASS) | 12/17/1990 | 06/10/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.31 | 23.96 | 15.89 | 7.23 | 11.00 | 11.20 | 8.64 | … | … | 9.07 | 14.85 | 13.26 | 8.45 | -12.27 | 24.23 | 11.85 | 24.00 | -6.37 | 20.63 | 12.91 | -5.61 | 12.39 | 35.73 | 14.53 | 3.02 | 14.11 | 17.94 | -34.67 | -0.25 | 17.23 | 4.81 | 12.43 | 29.64 | -19.37 | -8.60 | -10.54 | 17.95 | 27.70 | 34.20 | 23.95 | 36.88 | -0.55 | 11.06 | 7.87 | 38.73 | 1.20 |
| Sharpe Ratio | NA | 2.11 | 1.05 | 0.31 | 0.56 | NA | NA | … | … | 1.78 | 0.76 | 0.85 | 0.37 | -0.69 | 1.71 | 0.35 | 1.81 | -0.46 | 2.85 | 0.99 | -0.37 | 1.13 | 3.34 | 1.14 | 0.13 | 0.76 | 0.66 | -0.89 | -0.21 | 1.30 | 0.24 | 1.04 | 1.76 | -0.81 | -0.57 | -0.70 | 0.84 | 1.23 | 1.81 | 1.84 | 4.29 | -0.38 | 1.08 | 0.60 | 1.81 | 4.32 |
| Standard Deviation(%) | NA | 11.47 | 13.03 | 14.97 | 16.88 | NA | NA | … | … | 12.68 | 15.72 | 11.34 | 13.02 | 20.04 | 14.17 | 32.68 | 12.48 | 17.00 | 7.04 | 12.84 | 15.19 | 10.96 | 10.70 | 12.78 | 23.22 | 18.55 | 26.85 | 39.91 | 16.58 | 10.66 | 10.70 | 11.00 | 16.39 | 25.24 | 19.86 | 21.18 | 17.33 | 19.62 | 16.78 | 10.95 | 7.66 | 9.63 | 8.23 | 8.95 | 19.11 | 7.99 |
| Draw Down(%) | NA | 7.95 | 18.24 | 21.97 | 32.62 | NA | NA | … | … | 7.95 | 15.94 | 7.22 | 11.85 | 21.97 | 6.01 | 32.62 | 7.56 | 20.14 | 2.53 | 9.18 | 14.72 | 7.24 | 4.66 | 10.18 | 18.56 | 16.22 | 28.74 | 46.79 | 13.70 | 8.31 | 6.97 | 6.86 | 13.93 | 32.57 | 25.31 | 16.51 | 10.97 | 20.05 | 10.84 | 7.56 | 2.52 | 8.31 | 4.01 | 6.89 | 9.93 | 0.88 |
| Yield(%) | 0.00 | 9.44 | 4.94 | 6.91 | 9.39 | 10.73 | 7.90 | … | … | 0.29 | 9.53 | 1.47 | 1.66 | 1.90 | 27.26 | 15.44 | 4.63 | 11.03 | 10.17 | 3.66 | 7.96 | 7.89 | 2.61 | 2.29 | 1.61 | 1.46 | 2.17 | 1.48 | 12.96 | 6.98 | 5.99 | 1.61 | 1.91 | 1.19 | 0.78 | 0.86 | 1.38 | 6.76 | 13.23 | 10.32 | 8.42 | 7.16 | 4.08 | 3.34 | 4.55 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/17/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIGRX (INCOME & GROWTH FUND INVESTOR CLASS) |
-15.94%
Feb 2006 – Feb 2009 |
-7.16%
Feb 2004 – Feb 2009 |
-3.13%
Feb 1999 – Feb 2009 |
3.55%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIGRX (INCOME & GROWTH FUND INVESTOR CLASS) |
34.10%
Mar 1995 – Mar 1998 |
27.95%
Dec 1994 – Dec 1999 |
17.36%
Jan 1991 – Jan 2001 |
13.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart