Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFAM (Bright Horizons Family Solutions Inc.) | -39.31% | -51.94% | -10.47% | -15.63% | -0.65% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/25/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFAM (Bright Horizons Family Solutions Inc.) | 01/25/2013 | 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | -51.94 | -10.47 | -15.63 | -0.65 | NA | NA | … | … | -39.31 | -8.60 | 17.29 | 49.35 | -49.87 | -27.23 | 15.10 | 35.39 | 18.56 | 34.25 | 4.82 | 42.10 | 27.95 | 29.73 |
| Sharpe Ratio | NA | -1.22 | -0.34 | -0.46 | -0.06 | NA | NA | … | … | -1.34 | -0.33 | 0.33 | 1.35 | -1.20 | -0.77 | 0.23 | 1.88 | 0.89 | 2.30 | 0.21 | 1.91 | 1.44 | 1.10 |
| Standard Deviation(%) | NA | 43.95 | 36.57 | 37.69 | 36.23 | NA | NA | … | … | 53.45 | 35.54 | 33.17 | 33.79 | 42.87 | 35.54 | 64.84 | 18.21 | 19.32 | 14.66 | 21.55 | 22.03 | 19.42 | 29.28 |
| Draw Down(%) | NA | 52.35 | 56.25 | 67.15 | 69.32 | NA | NA | … | … | 40.51 | 29.83 | 26.09 | 26.71 | 59.50 | 36.88 | 59.99 | 14.28 | 14.84 | 6.09 | 11.87 | 7.86 | 8.79 | 17.06 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/25/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFAM (Bright Horizons Family Solutions Inc.) |
-27.69%
Sep 2019 – Sep 2022 |
-14.65%
May 2021 – May 2026 |
-0.34%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFAM (Bright Horizons Family Solutions Inc.) |
34.29%
Aug 2016 – Aug 2019 |
32.33%
Aug 2014 – Aug 2019 |
13.22%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart