Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMCGX (Apex Mid Cap Growth) | NA | -15.89% | -14.50% | -8.33% | 1.44% | -9.47% | NA | … | … |
Data as of 11/14/2012, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMCGX (Apex Mid Cap Growth) | 06/21/1996 | 11/14/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.89 | -14.50 | -8.33 | 1.44 | -9.47 | NA | … | … | -8.16 | -43.35 | 17.69 | 21.49 | -9.02 | -5.67 | 3.68 | -24.02 | -6.28 | 165.28 | -40.05 | -7.41 | -75.96 | 42.32 | -3.02 | 2.83 | -19.59 |
| Sharpe Ratio | NA | -0.62 | -0.42 | -0.27 | 0.01 | NA | NA | … | … | -0.40 | -1.09 | 0.54 | 0.65 | -0.34 | -0.44 | 0.02 | -1.16 | -0.24 | 4.25 | -0.93 | -0.13 | -1.52 | 0.84 | -0.26 | -3.34 | -1.40 |
| Standard Deviation(%) | NA | 25.78 | 33.05 | 32.45 | 30.57 | NA | NA | … | … | 23.45 | 39.83 | 32.37 | 32.86 | 29.21 | 20.07 | 18.19 | 22.49 | 29.65 | 38.71 | 44.15 | 77.50 | 52.69 | 46.72 | 23.93 | 15.60 | 26.59 |
| Draw Down(%) | NA | 29.60 | 53.93 | 53.93 | 61.40 | NA | NA | … | … | 29.60 | 52.13 | 29.84 | 30.71 | 21.71 | 20.96 | 21.52 | 34.64 | 44.74 | 24.18 | 61.22 | 58.26 | 84.22 | 39.41 | 22.63 | 16.82 | 20.41 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.02 | 1.92 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.25 | 0.00 | 6.79 | 36.05 | 5.44 | 0.00 | 0.00 |
Data as of 11/14/2012, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMCGX (Apex Mid Cap Growth) |
-50.77%
Feb 2000 – Feb 2003 |
-31.11%
Sep 1997 – Sep 2002 |
-15.42%
Jun 1999 – Jun 2009 |
-9.66%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMCGX (Apex Mid Cap Growth) |
33.71%
Sep 2002 – Sep 2005 |
18.72%
Sep 2002 – Sep 2007 |
4.56%
Sep 2002 – Sep 2012 |
-6.28%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart