Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRLMX | 1.77% | 7.68% | 8.69% | 3.93% | 1.14% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRLMX | 12/31/2015 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.68 | 8.69 | 3.93 | 1.14 | NA | NA | … | … | 1.77 | 8.61 | 9.00 | 12.01 | -11.65 | 5.75 | -27.92 | 6.61 | 3.25 | 7.52 | 6.38 | 0.00 |
| Sharpe Ratio | NA | 1.77 | 2.12 | 0.55 | -0.02 | NA | NA | … | … | 0.65 | 1.87 | 2.37 | 3.75 | -4.59 | 4.91 | -0.40 | 4.89 | 1.99 | 5.28 | 2.69 | NA |
| Standard Deviation(%) | NA | 2.74 | 2.59 | 2.55 | 22.21 | NA | NA | … | … | 2.54 | 3.07 | 2.28 | 2.25 | 2.86 | 1.17 | 69.83 | 1.05 | 0.94 | 1.31 | 2.29 | 0.00 |
| Draw Down(%) | NA | 1.66 | 2.10 | 12.61 | 67.62 | NA | NA | … | … | 1.66 | 2.10 | 0.69 | 0.81 | 11.89 | 0.38 | 67.62 | 0.20 | 0.85 | 0.20 | 0.86 | 0.00 |
| Yield(%) | 0.00 | 8.09 | 7.49 | 5.66 | 4.24 | 2.97 | 2.23 | … | … | 2.97 | 8.32 | 6.59 | 6.92 | 4.58 | 3.73 | 2.98 | 4.13 | 4.38 | 5.07 | 5.70 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/31/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRLMX (BRLMX) |
-17.06%
Mar 2017 – Mar 2020 |
-5.81%
Dec 2017 – Dec 2022 |
1.15%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRLMX (BRLMX) |
11.86%
Mar 2020 – Mar 2023 |
11.36%
Mar 2020 – Mar 2025 |
1.46%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart