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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BALIX (BARROW VALUE OPPORTUNITY FUND BARROW VALUE OPPORTUNITY FUND) NA -2.16% 6.98% 4.71% 12.52% NA NA 12.97%
Data as of 04/09/2019, AR inception is 01/02/2009
More Performance Analytics Comparison
Name Start Date End Date
BALIX (BARROW VALUE OPPORTUNITY FUND BARROW VALUE OPPORTUNITY FUND) 01/02/2009 04/09/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) 0.00 -2.16 6.98 4.71 12.52 NA NA 12.97 9.59 -11.46 16.10 7.41 0.81 5.13 36.70 18.77 5.50 18.75 29.84
Sharpe Ratio NA -0.25 0.47 0.31 0.75 NA NA 0.77 2.67 -0.86 1.77 0.50 0.05 0.41 2.84 1.25 0.20 0.97 2.03
Standard Deviation(%) NA 14.38 12.60 13.35 16.20 NA NA 16.08 14.51 14.84 8.80 14.46 14.82 12.61 12.90 15.13 27.11 19.20 14.74
Draw Down(%) NA 21.71 21.71 21.71 23.65 NA NA 23.65 4.39 21.71 4.84 10.72 11.45 8.72 4.90 12.86 23.65 18.21 6.56
Yield(%) 0.00 15.86 10.15 7.71 10.28 7.13 5.35 10.70 10.00 7.55 10.90 0.74 1.58 9.08 2.80 0.00 0.00 0.00 0.00
Data as of 04/09/2019, AR inception is 01/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BALIX (BARROW VALUE OPPORTUNITY FUND BARROW VALUE OPPORTUNITY FUND) 3.35%
Dec 2015 - Dec 2018
3.19%
Dec 2013 - Dec 2018
12.95%
Mar 2009 - Mar 2019
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BALIX (BARROW VALUE OPPORTUNITY FUND BARROW VALUE OPPORTUNITY FUND) 23.63%
Aug 2010 - Aug 2013
21.74%
Feb 2009 - Feb 2014
13.42%
Feb 2009 - Feb 2019
0.00%
NA
Annualized Rolling Returns Comparison Chart