Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGESX (The EAFE Fund Institutional Class) | 15.73% | 19.75% | 12.47% | 1.59% | NA | NA | NA | 8.41% |
Data as of 07/18/2025, AR inception is 05/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGESX (The EAFE 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 (%) | 0.77 | 19.75 | 12.47 | 1.59 | NA | NA | NA | 8.41 | 15.73 | 7.72 | 14.20 | -34.49 | -9.52 | 63.12 | 37.26 | -17.34 | 22.22 |
| Sharpe Ratio | NA | 0.69 | 0.39 | 0.00 | NA | NA | NA | 0.27 | 1.05 | 0.22 | 0.53 | -0.95 | -0.45 | 2.00 | 1.81 | -0.92 | 3.09 |
| Standard Deviation(%) | NA | 23.94 | 23.65 | 25.34 | NA | NA | NA | 24.45 | 26.66 | 18.54 | 20.02 | 38.11 | 21.19 | 31.34 | 19.75 | 20.40 | 11.06 |
| Draw Down(%) | NA | 22.67 | 23.77 | 55.15 | NA | NA | NA | 55.15 | 22.67 | 9.95 | 21.09 | 44.53 | 23.08 | 27.42 | 10.11 | 28.63 | 4.97 |
| Yield(%) | 0.00 | 7.14 | 3.08 | 6.39 | 6.30 | 4.20 | 3.15 | 7.88 | 0.00 | 7.60 | 0.35 | 0.32 | 12.48 | 14.87 | 1.55 | 7.94 | 2.99 |
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 |
|---|---|---|---|---|
| BGESX (The EAFE Fund Institutional Class) |
-14.09%
Jan 2021 - Jan 2024 |
-0.37%
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 |
|---|---|---|---|---|
| BGESX (The EAFE Fund Institutional Class) |
26.61%
Oct 2018 - Oct 2021 |
8.67%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart