Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFSAX (BFS EQUITY FUND BFS EQUITY FUND) | NA | 9.87% | 4.50% | 8.20% | NA | NA | NA | … | … |
Data as of 11/06/2023, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFSAX (BFS EQUITY FUND BFS EQUITY FUND) | 11/11/2013 | 11/06/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.82 | 9.87 | 4.50 | 8.20 | NA | NA | NA | … | … | 8.07 | -18.53 | 24.95 | 10.47 | 32.87 | -2.89 | 20.97 | 4.55 | 3.71 | 7.11 | 3.57 |
| Sharpe Ratio | NA | 0.58 | 0.18 | 0.34 | NA | NA | NA | … | … | 0.49 | -0.99 | 1.88 | 0.31 | 2.39 | -0.23 | 3.10 | 0.32 | 0.24 | 0.62 | 3.72 |
| Standard Deviation(%) | NA | 12.07 | 15.21 | 20.21 | NA | NA | NA | … | … | 10.74 | 20.13 | 13.23 | 32.86 | 13.14 | 17.99 | 6.59 | 13.48 | 15.64 | 11.46 | 7.98 |
| Draw Down(%) | NA | 8.66 | 23.86 | 34.35 | NA | NA | NA | … | … | 8.66 | 23.43 | 5.72 | 34.35 | 6.68 | 19.96 | 2.61 | 11.36 | 11.10 | 8.84 | 2.25 |
| Yield(%) | 0.00 | 1.15 | 4.59 | 4.42 | 3.52 | 2.35 | 1.76 | … | … | 0.00 | 0.92 | 11.08 | 1.61 | 2.21 | 3.37 | 0.39 | 0.49 | 0.31 | 0.32 | 0.00 |
Data as of 11/06/2023, Common starting date is 11/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFSAX (BFS EQUITY FUND BFS EQUITY FUND) |
3.99%
Dec 2019 – Dec 2022 |
5.17%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFSAX (BFS EQUITY FUND BFS EQUITY FUND) |
22.41%
Dec 2018 – Dec 2021 |
17.03%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart