Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGAKX (The Global Alpha Equity Fund Class K) | 3.63% | 13.79% | 13.19% | 2.69% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGAKX (The Global Alpha Equity Fund Class K) | 05/01/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 13.79 | 13.19 | 2.69 | NA | NA | NA | … | … | 3.63 | 17.32 | 10.76 | 19.65 | -29.11 | 7.57 | 36.47 | 32.50 | -9.34 | 17.26 |
| Sharpe Ratio | NA | 0.89 | 0.62 | 0.01 | NA | NA | NA | … | … | 0.41 | 0.71 | 0.46 | 0.98 | -1.00 | 0.43 | 1.10 | 1.80 | -0.26 | 2.95 |
| Standard Deviation(%) | NA | 15.32 | 17.56 | 20.66 | NA | NA | NA | … | … | 17.93 | 20.30 | 15.38 | 16.54 | 30.68 | 17.71 | 32.82 | 17.24 | 40.90 | 8.84 |
| Draw Down(%) | NA | 14.97 | 20.75 | 41.51 | NA | NA | NA | … | … | 14.20 | 20.75 | 8.74 | 16.78 | 37.33 | 10.56 | 33.18 | 7.37 | 22.62 | 3.15 |
| Yield(%) | 0.00 | 33.12 | 16.71 | 9.71 | 10.73 | 7.15 | 5.36 | … | … | 0.00 | 35.30 | 10.53 | 1.35 | 2.07 | 14.84 | 7.57 | 7.29 | 20.41 | 4.30 |
Data as of 06/04/2026, Common starting date is 05/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGAKX (The Global Alpha Equity Fund Class K) |
-4.36%
Apr 2021 – Apr 2024 |
1.16%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGAKX (The Global Alpha Equity Fund Class K) |
25.37%
Oct 2018 – Oct 2021 |
10.53%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart