Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGCSX (The EAFE Choice Fund Institutional Class) | 11.40% | 8.10% | 8.23% | 1.61% | NA | NA | NA | 4.64% |
Data as of 07/18/2025, AR inception is 05/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGCSX (The EAFE Choice Fund Institutional Class) | 05/01/2017 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.82 | 8.10 | 8.23 | 1.61 | NA | NA | NA | 4.64 | 11.40 | 0.69 | 9.94 | -30.93 | 3.21 | 28.71 | 31.61 | -16.50 | 15.59 |
| Sharpe Ratio | NA | 0.27 | 0.25 | -0.01 | NA | NA | NA | 0.14 | 1.00 | -0.19 | 0.39 | -1.07 | 0.20 | 0.94 | 1.67 | -1.13 | 3.11 |
| Standard Deviation(%) | NA | 18.22 | 19.27 | 20.00 | NA | NA | NA | 20.40 | 19.10 | 15.72 | 16.08 | 30.46 | 16.01 | 30.21 | 18.00 | 15.93 | 7.51 |
| Draw Down(%) | NA | 18.01 | 21.54 | 45.45 | NA | NA | NA | 45.45 | 15.17 | 11.08 | 19.90 | 41.40 | 11.69 | 32.67 | 9.40 | 25.45 | 3.03 |
| Yield(%) | 0.00 | 4.46 | 2.70 | 3.84 | 3.22 | 2.15 | 1.61 | 4.02 | 0.00 | 4.72 | 0.00 | 2.02 | 9.01 | 2.08 | 4.71 | 2.04 | 1.96 |
Data as of 07/18/2025, AR inception is 05/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGCSX (The EAFE Choice Fund Institutional Class) |
-9.28%
Apr 2021 - Apr 2024 |
-1.88%
Oct 2017 - Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGCSX (The EAFE Choice Fund Institutional Class) |
20.47%
Dec 2018 - Dec 2021 |
5.83%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart