Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGPKX (The EAFE Pure Fund Class K) | 10.55% | 6.88% | 7.47% | 1.41% | NA | NA | NA | 4.51% |
Data as of 07/18/2025, AR inception is 05/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGPKX (The EAFE Pure Fund Class K) | 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 (%) | -1.16 | 6.88 | 7.47 | 1.41 | NA | NA | NA | 4.51 | 10.55 | -1.19 | 10.21 | -32.33 | 7.47 | 28.00 | 32.24 | -16.05 | 14.39 |
| Sharpe Ratio | NA | 0.20 | 0.21 | -0.02 | NA | NA | NA | 0.13 | 0.90 | -0.30 | 0.41 | -1.13 | 0.48 | 0.91 | 1.66 | -1.16 | 2.95 |
| Standard Deviation(%) | NA | 18.65 | 19.42 | 19.82 | NA | NA | NA | 20.28 | 19.24 | 16.14 | 16.15 | 29.85 | 15.48 | 30.19 | 18.52 | 15.13 | 7.27 |
| Draw Down(%) | NA | 18.18 | 21.70 | 46.17 | NA | NA | NA | 46.17 | 15.74 | 11.39 | 20.70 | 42.46 | 11.84 | 33.41 | 9.03 | 24.94 | 3.12 |
| Yield(%) | 0.00 | 1.78 | 1.26 | 1.66 | 1.50 | 1.00 | 0.75 | 1.87 | 0.00 | 1.86 | 0.72 | 0.65 | 3.22 | 1.28 | 1.54 | 0.77 | 2.09 |
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 |
|---|---|---|---|---|
| BGPKX (The EAFE Pure Fund Class K) |
-9.68%
Dec 2021 - Dec 2024 |
-1.54%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGPKX (The EAFE Pure Fund Class K) |
22.07%
Dec 2018 - Dec 2021 |
6.29%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart