Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSRIX (STRATEGIC GROWTH FUND CLASS I SHARES) | NA | -8.43% | -0.31% | 5.51% | 2.59% | NA | NA | … | … |
Data as of 05/11/2017, Common starting date is 05/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSRIX (STRATEGIC GROWTH FUND CLASS I SHARES) | 05/18/2005 | 05/11/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -18.59 | -8.43 | -0.31 | 5.51 | 2.59 | NA | NA | … | … | -8.42 | -9.18 | 5.41 | 8.66 | 35.15 | 11.04 | -3.24 | 18.89 | 31.68 | -41.47 | 10.06 | 9.80 | 14.95 |
| Sharpe Ratio | NA | -0.30 | 0.01 | 0.23 | 0.08 | NA | NA | … | … | -0.63 | -0.46 | 0.29 | 0.46 | 2.68 | 0.75 | -0.12 | 0.97 | 1.19 | -1.00 | 0.39 | 0.47 | 2.00 |
| Standard Deviation(%) | NA | 29.41 | 25.17 | 23.71 | 27.39 | NA | NA | … | … | 35.36 | 20.37 | 18.85 | 18.61 | 13.12 | 14.73 | 26.71 | 19.43 | 26.49 | 42.21 | 17.98 | 13.87 | 11.35 |
| Draw Down(%) | NA | 19.11 | 31.10 | 31.10 | 54.91 | NA | NA | … | … | 19.11 | 25.45 | 18.06 | 14.13 | 7.11 | 12.35 | 23.72 | 15.52 | 19.19 | 52.84 | 12.20 | 13.86 | 4.89 |
| Yield(%) | 0.00 | 22.57 | 13.09 | 13.58 | 7.23 | 6.68 | 5.01 | … | … | 16.34 | 6.65 | 8.25 | 10.08 | 25.61 | 0.25 | 0.00 | 0.00 | 0.00 | 1.58 | 15.43 | 6.12 | 1.86 |
Data as of 05/11/2017, Common starting date is 05/18/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSRIX (STRATEGIC GROWTH FUND CLASS I SHARES) |
-14.48%
Feb 2006 – Feb 2009 |
-1.44%
Oct 2007 – Oct 2012 |
3.95%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSRIX (STRATEGIC GROWTH FUND CLASS I SHARES) |
22.97%
Feb 2009 – Feb 2012 |
21.47%
Feb 2009 – Feb 2014 |
7.79%
Jun 2005 – Jun 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart