Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCGDX (BLUE CURRENT GLOBAL DIVIDEND FUND INSTITUTIONAL CLASS) | 8.35% | 25.04% | 20.99% | 12.14% | 11.48% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/19/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCGDX (BLUE CURRENT GLOBAL DIVIDEND FUND INSTITUTIONAL CLASS) | 09/19/2014 | 06/04/2026 |
| 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 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.92 | 25.04 | 20.99 | 12.14 | 11.48 | NA | NA | … | … | 8.35 | 29.97 | 16.71 | 14.47 | -8.62 | 18.78 | 7.07 | 26.17 | -12.14 | 18.97 | 8.96 | -2.28 | -1.12 |
| Sharpe Ratio | NA | 2.09 | 1.50 | 0.73 | 0.61 | NA | NA | … | … | 1.26 | 2.06 | 1.29 | 1.03 | -0.55 | 1.48 | 0.20 | 2.27 | -0.96 | 2.83 | 0.67 | -0.17 | -0.30 |
| Standard Deviation(%) | NA | 10.83 | 11.71 | 13.25 | 15.97 | NA | NA | … | … | 13.64 | 13.20 | 10.13 | 10.54 | 18.21 | 12.68 | 33.84 | 10.86 | 14.10 | 6.50 | 13.11 | 13.84 | 12.97 |
| Draw Down(%) | NA | 8.95 | 11.97 | 21.01 | 35.90 | NA | NA | … | … | 8.95 | 11.97 | 5.71 | 9.95 | 21.01 | 6.13 | 35.90 | 6.06 | 20.54 | 2.82 | 8.04 | 13.28 | 7.42 |
| Yield(%) | 0.00 | 5.22 | 4.64 | 4.91 | 4.89 | 3.41 | 2.56 | … | … | 0.25 | 5.72 | 4.74 | 2.07 | 4.41 | 9.34 | 1.52 | 2.77 | 1.32 | 3.93 | 2.16 | 1.61 | 0.28 |
Data as of 06/04/2026, Common starting date is 09/19/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCGDX (BLUE CURRENT GLOBAL DIVIDEND FUND INSTITUTIONAL CLASS) |
-2.30%
Mar 2017 – Mar 2020 |
0.93%
Mar 2015 – Mar 2020 |
8.10%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCGDX (BLUE CURRENT GLOBAL DIVIDEND FUND INSTITUTIONAL CLASS) |
22.95%
Sep 2022 – Sep 2025 |
16.77%
Mar 2020 – Mar 2025 |
12.25%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart