Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGASX (The Global Alpha Equity Fund Inst Class) | 3.62% | 13.63% | 13.05% | 2.59% | 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 |
|---|---|---|
| BGASX (The Global Alpha Equity Fund Inst Class) | 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 | 13.63 | 13.05 | 2.59 | NA | NA | NA | … | … | 3.62 | 17.16 | 10.66 | 19.50 | -29.16 | 7.46 | 36.34 | 32.57 | -9.38 | 17.32 |
| Sharpe Ratio | NA | 0.88 | 0.61 | 0.01 | NA | NA | NA | … | … | 0.41 | 0.71 | 0.46 | 0.96 | -1.00 | 0.42 | 1.09 | 1.80 | -0.26 | 2.95 |
| Standard Deviation(%) | NA | 15.33 | 17.57 | 20.68 | NA | NA | NA | … | … | 17.96 | 20.28 | 15.40 | 16.57 | 30.73 | 17.73 | 32.88 | 17.25 | 40.86 | 8.86 |
| Draw Down(%) | NA | 14.99 | 20.77 | 41.57 | NA | NA | NA | … | … | 14.23 | 20.77 | 8.75 | 16.78 | 37.37 | 10.59 | 33.18 | 7.31 | 22.61 | 3.20 |
| Yield(%) | 0.00 | 32.97 | 16.55 | 9.62 | 10.66 | 7.10 | 5.33 | … | … | 0.00 | 35.14 | 10.23 | 1.29 | 2.07 | 14.72 | 7.49 | 7.23 | 20.41 | 4.24 |
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 |
|---|---|---|---|---|
| BGASX (The Global Alpha Equity Fund Inst Class) |
-4.44%
Apr 2021 – Apr 2024 |
1.06%
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 |
|---|---|---|---|---|
| BGASX (The Global Alpha Equity Fund Inst Class) |
25.31%
Oct 2018 – Oct 2021 |
10.46%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart