Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEQAX (EQUITY GROWTH FUND A CLASS) | 9.24% | 29.04% | 22.23% | 4.16% | 8.38% | 9.21% | 7.26% | … | … |
Data as of 06/03/2026, Common starting date is 12/18/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEQAX (EQUITY GROWTH FUND A CLASS) | 12/18/1997 | 06/03/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.07 | 29.04 | 22.23 | 4.16 | 8.38 | 9.21 | 7.26 | … | … | 9.24 | 18.10 | 24.42 | 24.02 | -28.71 | -1.39 | 2.27 | 28.11 | -6.30 | 21.54 | 9.36 | -4.32 | 12.81 | 32.63 | 16.00 | 3.85 | 14.57 | 19.75 | -34.89 | 3.16 | 13.87 | 6.99 | 13.42 | 30.06 | -20.51 | -11.34 | -11.26 | 18.28 | 25.14 | -8.90 |
| Sharpe Ratio | NA | 2.23 | 1.29 | 0.08 | 0.34 | NA | NA | … | … | 1.57 | 0.80 | 1.57 | 1.60 | -1.24 | -0.05 | 0.06 | 2.06 | -0.43 | 2.86 | 0.68 | -0.28 | 1.11 | 2.92 | 1.23 | 0.16 | 0.78 | 0.74 | -0.90 | 0.00 | 0.95 | 0.42 | 1.09 | 1.76 | -0.85 | -0.67 | -0.67 | 0.85 | 1.08 | -1.28 |
| Standard Deviation(%) | NA | 12.54 | 15.24 | 20.06 | 19.82 | NA | NA | … | … | 14.20 | 19.13 | 13.26 | 12.85 | 24.45 | 26.82 | 34.54 | 12.92 | 18.06 | 7.33 | 13.49 | 15.47 | 11.57 | 11.17 | 13.09 | 23.56 | 18.66 | 26.56 | 39.65 | 16.68 | 11.07 | 11.22 | 11.36 | 16.72 | 25.46 | 21.05 | 22.99 | 17.53 | 20.16 | 77.51 |
| Draw Down(%) | NA | 10.06 | 20.59 | 45.24 | 45.24 | NA | NA | … | … | 10.06 | 20.36 | 9.78 | 9.04 | 29.87 | 24.39 | 31.94 | 7.45 | 20.94 | 2.25 | 11.47 | 13.34 | 8.38 | 5.26 | 10.86 | 19.01 | 16.16 | 27.95 | 45.64 | 11.51 | 8.73 | 7.24 | 7.23 | 13.00 | 32.05 | 27.73 | 20.05 | 10.40 | 22.85 | 13.06 |
| Yield(%) | 0.00 | 11.97 | 5.97 | 2.62 | 5.52 | 7.22 | 5.79 | … | … | 0.11 | 11.96 | 0.42 | 1.20 | 0.76 | 0.33 | 0.82 | 11.83 | 10.76 | 10.93 | 1.45 | 7.09 | 12.88 | 6.57 | 1.75 | 1.19 | 0.89 | 1.27 | 0.93 | 8.75 | 4.03 | 1.19 | 0.72 | 0.80 | 0.54 | 0.32 | 5.99 | 2.49 | 5.44 | 0.30 |
Data as of 06/03/2026, Common starting date is 12/18/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEQAX (EQUITY GROWTH FUND A CLASS) |
-15.82%
Mar 2000 – Mar 2003 |
-6.17%
Feb 2004 – Feb 2009 |
-2.98%
Feb 1999 – Feb 2009 |
3.47%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEQAX (EQUITY GROWTH FUND A CLASS) |
24.49%
Feb 2009 – Feb 2012 |
22.15%
Feb 2009 – Feb 2014 |
15.09%
Feb 2009 – Feb 2019 |
10.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart