Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BQMGX (BRIGHT ROCK MID CAP GROWTH FUND BRIGHT ROCK MID CAP GROWTH FUND INSTITUTIONAL CLASS SHARES) | -3.35% | -3.36% | 5.15% | 0.10% | 6.77% | 7.00% | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BQMGX (BRIGHT ROCK MID CAP GROWTH FUND BRIGHT ROCK MID CAP GROWTH FUND INSTITUTIONAL CLASS SHARES) | 05/27/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | -3.36 | 5.15 | 0.10 | 6.77 | 7.00 | NA | … | … | -3.35 | -0.29 | 14.43 | 13.00 | -23.76 | 13.58 | 13.62 | 32.06 | -6.68 | 22.16 | 13.70 | 1.00 | 5.31 | 26.69 | 7.65 | -6.84 | 21.71 |
| Sharpe Ratio | NA | -0.54 | 0.14 | -0.14 | 0.27 | NA | NA | … | … | -0.82 | -0.20 | 0.89 | 0.65 | -0.95 | 0.81 | 0.39 | 2.35 | -0.49 | 2.51 | 0.93 | 0.06 | 0.41 | 2.03 | 0.45 | -0.22 | 1.75 |
| Standard Deviation(%) | NA | 12.21 | 13.74 | 17.60 | 18.47 | NA | NA | … | … | 13.55 | 15.68 | 12.15 | 14.52 | 26.48 | 16.72 | 33.73 | 12.99 | 16.46 | 8.59 | 14.43 | 15.11 | 12.88 | 13.15 | 17.00 | 31.57 | 22.14 |
| Draw Down(%) | NA | 11.62 | 18.53 | 31.93 | 36.05 | NA | NA | … | … | 10.79 | 16.19 | 7.38 | 14.91 | 25.92 | 12.18 | 36.05 | 5.95 | 18.93 | 3.98 | 8.53 | 13.29 | 10.07 | 6.97 | 14.36 | 29.28 | 10.13 |
| Yield(%) | 0.00 | 3.96 | 3.87 | 2.01 | 2.48 | 3.55 | 3.35 | … | … | 0.00 | 3.97 | 6.80 | 0.00 | 0.00 | 0.00 | 0.00 | 4.48 | 0.00 | 0.10 | 1.30 | 5.54 | 8.69 | 1.45 | 6.20 | 4.01 | 0.89 |
Data as of 06/10/2026, Common starting date is 05/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BQMGX (BRIGHT ROCK MID CAP GROWTH FUND BRIGHT ROCK MID CAP GROWTH FUND INSTITUTIONAL CLASS SHARES) |
-2.63%
Nov 2020 – Nov 2023 |
0.27%
May 2021 – May 2026 |
6.36%
Oct 2013 – Oct 2023 |
6.49%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BQMGX (BRIGHT ROCK MID CAP GROWTH FUND BRIGHT ROCK MID CAP GROWTH FUND INSTITUTIONAL CLASS SHARES) |
19.45%
Dec 2018 – Dec 2021 |
16.55%
Oct 2016 – Oct 2021 |
13.17%
Sep 2011 – Sep 2021 |
9.61%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart