Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSCVX (BERNZOTT U.S. SMALL CAP VALUE FUND BERNZOTT U.S. SMALL CAP VALUE FUND) | NA | 15.50% | -3.67% | 5.09% | 7.19% | NA | NA | … | … |
Data as of 04/03/2024, Common starting date is 10/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSCVX (BERNZOTT U.S. SMALL CAP VALUE FUND BERNZOTT U.S. SMALL CAP VALUE FUND) | 10/15/2012 | 04/03/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 15.50 | -3.67 | 5.09 | 7.19 | NA | NA | … | … | 4.05 | 11.11 | -21.76 | 12.07 | 14.87 | 26.21 | -6.99 | 26.84 | 16.06 | -8.67 | 5.26 | 27.31 | 8.61 |
| Sharpe Ratio | NA | 0.71 | -0.28 | 0.14 | 0.30 | NA | NA | … | … | 1.00 | 0.38 | -0.92 | 0.65 | 0.37 | 1.61 | -0.47 | 2.43 | 0.94 | -0.57 | 0.44 | 2.65 | 5.82 |
| Standard Deviation(%) | NA | 16.53 | 20.16 | 24.76 | 20.45 | NA | NA | … | … | 13.26 | 18.31 | 25.27 | 18.42 | 39.24 | 15.40 | 17.82 | 10.85 | 16.88 | 15.15 | 11.89 | 10.31 | 8.66 |
| Draw Down(%) | NA | 14.54 | 32.05 | 44.27 | 44.27 | NA | NA | … | … | 3.84 | 17.59 | 30.51 | 11.10 | 44.27 | 10.17 | 25.66 | 4.36 | 12.53 | 16.11 | 8.14 | 6.84 | 1.77 |
| Yield(%) | 0.00 | 1.52 | 8.45 | 8.75 | 8.85 | 7.90 | 5.93 | … | … | 0.31 | 1.18 | 9.56 | 19.20 | 2.53 | 9.72 | 16.78 | 5.65 | 1.53 | 3.51 | 11.88 | 2.64 | 0.00 |
Data as of 04/03/2024, Common starting date is 10/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSCVX (BERNZOTT U.S. SMALL CAP VALUE FUND BERNZOTT U.S. SMALL CAP VALUE FUND) |
-2.75%
Mar 2021 – Mar 2024 |
-0.33%
Sep 2018 – Sep 2023 |
5.31%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSCVX (BERNZOTT U.S. SMALL CAP VALUE FUND BERNZOTT U.S. SMALL CAP VALUE FUND) |
20.04%
Sep 2015 – Sep 2018 |
17.74%
Feb 2016 – Feb 2021 |
8.77%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart