Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRSGX (SMALL-CAP GROWTH FUND CLASS N) | NA | 29.89% | 6.55% | 10.43% | 13.30% | 6.29% | NA | … | … |
Data as of 10/18/2021, Common starting date is 11/10/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRSGX (SMALL-CAP GROWTH FUND CLASS N) | 11/10/2003 | 10/18/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.89 | 6.55 | 10.43 | 13.30 | 6.29 | NA | … | … | 9.09 | 13.39 | 15.11 | -11.21 | 19.62 | 16.10 | 4.93 | 6.13 | 48.52 | 11.05 | -0.63 | 11.77 | 15.05 | -43.48 | 6.87 | 5.31 | 18.24 | 11.59 | 2.39 |
| Sharpe Ratio | NA | 1.23 | 0.18 | 0.35 | 0.54 | NA | NA | … | … | 0.46 | 0.27 | 0.79 | -0.61 | 1.48 | 0.81 | 0.26 | 0.35 | 2.88 | 0.58 | -0.02 | 0.45 | 0.50 | -0.97 | 0.18 | 0.09 | 0.97 | 0.55 | 0.83 |
| Standard Deviation(%) | NA | 24.45 | 33.39 | 27.51 | 23.92 | NA | NA | … | … | 25.13 | 48.39 | 17.42 | 20.49 | 12.87 | 19.63 | 18.49 | 17.41 | 16.81 | 19.18 | 36.65 | 26.19 | 29.93 | 45.81 | 21.09 | 21.45 | 16.64 | 19.33 | 21.50 |
| Draw Down(%) | NA | 14.54 | 49.60 | 53.94 | 53.94 | NA | NA | … | … | 14.54 | 47.93 | 14.76 | 29.25 | 6.47 | 16.33 | 12.95 | 11.84 | 7.15 | 17.62 | 34.18 | 20.11 | 30.16 | 55.02 | 14.64 | 22.57 | 8.38 | 19.77 | 7.63 |
| Yield(%) | 0.00 | 17.74 | 7.91 | 6.53 | 6.98 | 3.34 | 3.55 | … | … | 14.79 | 0.26 | 0.00 | 9.18 | 0.24 | 0.38 | 0.00 | 0.07 | 0.53 | 0.00 | 0.01 | 0.23 | 0.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/18/2021, Common starting date is 11/10/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRSGX (SMALL-CAP GROWTH FUND CLASS N) |
-22.19%
Feb 2006 – Feb 2009 |
-8.31%
Feb 2004 – Feb 2009 |
2.04%
Jan 2006 – Jan 2016 |
3.24%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRSGX (SMALL-CAP GROWTH FUND CLASS N) |
25.56%
Sep 2011 – Sep 2014 |
21.88%
Feb 2009 – Feb 2014 |
15.35%
Feb 2009 – Feb 2019 |
7.62%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart