Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BEQGX (EQUITY GROWTH FUND INVESTOR CLASS) | 5.37% | 12.41% | 14.52% | 3.56% | 6.22% | 9.88% | 6.77% | 8.64% |
Data as of 07/03/2025, AR inception is 05/03/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEQGX (EQUITY GROWTH FUND INVESTOR CLASS) | 05/03/1991 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.67 | 12.41 | 14.52 | 3.56 | 6.22 | 9.88 | 6.77 | 8.64 | 5.37 | 24.70 | 24.37 | -28.35 | -1.07 | 2.53 | 28.43 | -6.00 | 21.85 | 9.59 | -4.12 | 13.11 | 32.93 | 16.32 | 4.06 | 14.90 | 20.03 | -34.70 | 3.44 | 14.16 | 7.30 | 13.62 | 30.28 | -20.32 | -11.13 | -11.06 | 18.47 | 25.45 | 35.87 | 27.52 | 34.56 | -0.22 | 11.43 | 4.13 | 17.46 |
| Sharpe Ratio | NA | 0.39 | 0.54 | 0.10 | 0.22 | NA | NA | 0.36 | 0.16 | 1.36 | 1.58 | -1.22 | -0.04 | 0.07 | 2.09 | -0.41 | 2.91 | 0.70 | -0.27 | 1.13 | 2.95 | 1.25 | 0.17 | 0.79 | 0.75 | -0.89 | 0.03 | 0.99 | 0.46 | 1.12 | 1.77 | -0.84 | -0.65 | -0.66 | 0.87 | 1.10 | 1.91 | 2.12 | 4.00 | -0.33 | 1.05 | 0.18 | 1.99 |
| Standard Deviation(%) | NA | 20.32 | 17.60 | 21.11 | 20.12 | NA | NA | 18.61 | 24.86 | 13.28 | 12.88 | 24.41 | 26.80 | 34.55 | 12.90 | 18.04 | 7.34 | 13.48 | 15.47 | 11.58 | 11.16 | 13.09 | 23.54 | 18.66 | 26.53 | 39.68 | 16.70 | 11.08 | 11.27 | 11.34 | 16.75 | 25.53 | 21.01 | 22.99 | 17.48 | 20.18 | 16.84 | 11.22 | 7.67 | 9.64 | 8.84 | 9.43 | 12.02 |
| Draw Down(%) | NA | 20.54 | 20.54 | 44.91 | 44.91 | NA | NA | 54.41 | 20.32 | 9.75 | 9.00 | 29.51 | 24.33 | 31.94 | 7.44 | 20.89 | 2.26 | 11.43 | 13.30 | 8.37 | 5.26 | 10.77 | 18.90 | 16.10 | 27.98 | 45.51 | 11.45 | 8.71 | 7.23 | 7.18 | 12.93 | 31.96 | 27.66 | 19.99 | 10.34 | 22.84 | 10.77 | 7.59 | 3.20 | 8.57 | 4.33 | 10.85 | 4.65 |
| Yield(%) | 0.00 | 0.53 | 1.10 | 0.84 | 4.62 | 8.17 | 5.55 | 10.87 | 0.18 | 0.72 | 1.48 | 1.15 | 0.62 | 1.07 | 12.12 | 11.05 | 11.19 | 1.64 | 7.32 | 13.13 | 6.85 | 2.02 | 1.44 | 1.16 | 1.52 | 1.13 | 8.99 | 4.28 | 1.46 | 0.91 | 1.08 | 0.78 | 0.48 | 6.22 | 2.70 | 5.67 | 16.08 | 14.77 | 10.75 | 4.65 | 7.63 | 3.04 | 1.67 |
Data as of 07/03/2025, AR inception is 05/03/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEQGX (EQUITY GROWTH FUND INVESTOR CLASS) |
-15.63%
Mar 2000 - Mar 2003 |
-5.93%
Feb 2004 - Feb 2009 |
-2.75%
Feb 1999 - Feb 2009 |
3.72%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEQGX (EQUITY GROWTH FUND INVESTOR CLASS) |
35.19%
Mar 1995 - Mar 1998 |
28.22%
Dec 1994 - Dec 1999 |
15.38%
Feb 2009 - Feb 2019 |
11.69%
Jun 1992 - Jun 2007 |
Annualized Rolling Returns Comparison Chart