Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRGRX (Sentinel Capital Growth A) | NA | -6.26% | 8.45% | 9.26% | 5.15% | 2.48% | NA | … | … |
Data as of 12/08/2014, Common starting date is 11/14/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRGRX (Sentinel Capital Growth A) | 11/14/1995 | 12/08/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.26 | 8.45 | 9.26 | 5.15 | 2.48 | NA | … | … | -8.44 | 29.24 | 7.81 | 2.26 | 16.74 | 28.80 | -37.34 | 15.76 | 8.39 | 5.01 | 4.39 | 20.43 | -20.18 | -16.20 | -2.55 | 25.67 | 34.59 | 33.70 | 12.85 | 0.86 |
| Sharpe Ratio | NA | -0.25 | 0.44 | 0.44 | 0.18 | NA | NA | … | … | -0.41 | 2.66 | 0.63 | 0.10 | 0.94 | 1.16 | -0.98 | 0.76 | 0.41 | 0.25 | 0.28 | 1.22 | -0.95 | -0.98 | -0.27 | 1.16 | 1.39 | -1.17 | 0.69 | 0.24 |
| Standard Deviation(%) | NA | 25.34 | 19.08 | 20.72 | 22.98 | NA | NA | … | … | 21.92 | 10.98 | 12.48 | 22.61 | 17.77 | 24.70 | 38.80 | 16.92 | 12.51 | 11.35 | 12.39 | 16.13 | 22.42 | 19.23 | 24.36 | 19.36 | 22.56 | 18.34 | 13.44 | 15.12 |
| Draw Down(%) | NA | 16.98 | 16.98 | 18.06 | 50.13 | NA | NA | … | … | 16.98 | 5.51 | 11.03 | 18.06 | 15.37 | 20.89 | 49.01 | 9.95 | 10.60 | 7.80 | 10.88 | 10.91 | 25.35 | 30.61 | 16.93 | 12.19 | 25.25 | 12.09 | 13.00 | 7.24 |
| Yield(%) | 0.00 | 25.84 | 17.03 | 12.54 | 7.85 | 4.89 | 8.70 | … | … | 0.00 | 31.94 | 22.69 | 0.69 | 0.47 | 0.27 | 0.11 | 8.69 | 11.05 | 8.75 | 1.90 | 0.00 | 0.00 | 6.33 | 7.82 | 5.14 | 6.63 | 7.90 | 2.00 | 0.27 |
Data as of 12/08/2014, Common starting date is 11/14/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRGRX (Sentinel Capital Growth A) |
-14.81%
Mar 2000 – Mar 2003 |
-6.03%
Apr 2000 – Apr 2005 |
-3.03%
Aug 2000 – Aug 2010 |
2.69%
Nov 1999 – Nov 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRGRX (Sentinel Capital Growth A) |
34.64%
Mar 1997 – Mar 2000 |
19.98%
Dec 1995 – Dec 2000 |
8.47%
Jan 1996 – Jan 2006 |
6.84%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart
