Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRGAX (BlckRck FdsIII Rssll 1000 Inx Fd Invr A) | 6.17% | 20.46% | 19.63% | 11.55% | 14.30% | 13.61% | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRGAX (BlckRck FdsIII Rssll 1000 Inx Fd Invr A) | 04/07/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.64 | 20.46 | 19.63 | 11.55 | 14.30 | 13.61 | NA | … | … | 6.17 | 16.95 | 24.04 | 26.17 | -19.66 | 25.05 | 20.29 | 30.99 | -5.15 | 21.17 | 11.18 | 0.56 | 12.80 | 32.36 | 16.19 | -5.50 |
| Sharpe Ratio | NA | 1.77 | 1.17 | 0.55 | 0.70 | NA | NA | … | … | 1.20 | 0.75 | 1.59 | 1.69 | -0.85 | 1.86 | 0.57 | 2.40 | -0.39 | 3.02 | 0.83 | 0.03 | 1.11 | 2.93 | 1.26 | -0.28 |
| Standard Deviation(%) | NA | 12.23 | 15.02 | 17.22 | 18.28 | NA | NA | … | … | 13.88 | 18.82 | 12.80 | 13.45 | 24.76 | 13.42 | 34.82 | 12.29 | 16.88 | 6.83 | 13.26 | 15.31 | 11.48 | 11.02 | 12.90 | 26.69 |
| Draw Down(%) | NA | 8.88 | 19.19 | 25.52 | 34.58 | NA | NA | … | … | 8.88 | 19.19 | 8.50 | 10.36 | 25.52 | 5.24 | 34.58 | 6.68 | 19.72 | 2.66 | 10.99 | 11.94 | 7.53 | 4.98 | 9.77 | 19.82 |
| Yield(%) | 0.00 | 2.55 | 2.10 | 1.68 | 3.16 | 4.74 | 3.39 | … | … | 0.00 | 2.85 | 1.37 | 1.56 | 0.95 | 1.17 | 1.35 | 3.26 | 1.97 | 2.80 | 4.18 | 4.95 | 3.64 | 5.40 | 3.10 | 1.14 |
Data as of 06/10/2026, Common starting date is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRGAX (BlckRck FdsIII Rssll 1000 Inx Fd Invr A) |
4.26%
Mar 2017 – Mar 2020 |
5.74%
Mar 2015 – Mar 2020 |
10.29%
Oct 2013 – Oct 2023 |
13.48%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRGAX (BlckRck FdsIII Rssll 1000 Inx Fd Invr A) |
25.37%
Dec 2018 – Dec 2021 |
18.65%
Oct 2016 – Oct 2021 |
16.22%
Sep 2011 – Sep 2021 |
13.48%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart