Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGGKX (The U.S. Equity Growth Fund Class K) | 15.53% | 41.16% | 24.27% | 5.86% | NA | NA | NA | 16.73% |
Data as of 07/28/2025, AR inception is 05/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGGKX (The U.S. Equity Growth Fund Class K) | 05/01/2017 | 07/28/2025 |
| 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 (%) | 1.35 | 41.16 | 24.27 | 5.86 | NA | NA | NA | 16.73 | 15.53 | 30.58 | 46.02 | -55.63 | -4.22 | 125.55 | 29.78 | 8.60 | 15.80 |
| Sharpe Ratio | NA | 1.27 | 0.68 | 0.11 | NA | NA | NA | 0.44 | 0.73 | 1.12 | 1.50 | -1.04 | -0.14 | 3.17 | 1.26 | 0.28 | 2.07 |
| Standard Deviation(%) | NA | 31.80 | 31.77 | 36.24 | NA | NA | NA | 32.87 | 36.27 | 24.15 | 28.54 | 54.91 | 30.56 | 39.27 | 22.45 | 25.53 | 11.44 |
| Draw Down(%) | NA | 30.85 | 30.85 | 66.31 | NA | NA | NA | 66.31 | 30.85 | 14.37 | 24.72 | 57.38 | 25.18 | 33.70 | 15.67 | 28.52 | 4.18 |
| Yield(%) | 0.00 | 0.00 | 2.60 | 4.32 | 5.90 | 3.93 | 2.95 | 7.37 | 0.00 | 0.00 | 0.00 | 3.97 | 9.13 | 7.09 | 1.74 | 2.11 | 0.47 |
Data as of 07/28/2025, 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 |
|---|---|---|---|---|
| BGGKX (The U.S. Equity Growth Fund Class K) |
-17.41%
Jan 2021 - Jan 2024 |
3.97%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGGKX (The U.S. Equity Growth Fund Class K) |
47.04%
Dec 2017 - Dec 2020 |
14.20%
Nov 2019 - Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart