Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGGSX (The U.S. Equity Growth Fund Institutiona) | -5.56% | -2.65% | 15.11% | -3.68% | 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 |
|---|---|---|
| BGGSX (The U.S. Equity Growth Fund Institutiona) | 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 | -2.65 | 15.11 | -3.68 | NA | NA | NA | … | … | -5.56 | 12.82 | 30.44 | 45.93 | -55.67 | -4.31 | 125.42 | 30.01 | 8.30 | 15.80 |
| Sharpe Ratio | NA | -0.06 | 0.53 | -0.17 | NA | NA | NA | … | … | -0.54 | 0.33 | 1.01 | 1.49 | -1.04 | -0.14 | 3.17 | 1.35 | 0.27 | 2.07 |
| Standard Deviation(%) | NA | 21.42 | 27.57 | 35.06 | NA | NA | NA | … | … | 24.42 | 30.45 | 26.68 | 28.61 | 54.97 | 30.56 | 39.24 | 21.10 | 25.48 | 11.43 |
| Draw Down(%) | NA | 26.08 | 30.87 | 65.25 | NA | NA | NA | … | … | 20.62 | 30.87 | 13.15 | 24.73 | 57.43 | 25.20 | 33.69 | 14.99 | 28.64 | 4.18 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.45 | 5.90 | 3.93 | 2.95 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 3.98 | 9.14 | 7.10 | 1.75 | 2.11 | 0.47 |
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 |
|---|---|---|---|---|
| BGGSX (The U.S. Equity Growth Fund Institutiona) |
-17.50%
Jan 2021 – Jan 2024 |
-6.21%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGGSX (The U.S. Equity Growth Fund Institutiona) |
46.96%
Dec 2017 – Dec 2020 |
14.10%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart