Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGRWX (BARRETT GROWTH FUND BARRETT GROWTH FUND) | -1.59% | 8.75% | 16.19% | 9.29% | 13.48% | 12.16% | 8.79% | … | … |
Data as of 06/05/2026, Common starting date is 07/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGRWX (BARRETT GROWTH FUND BARRETT GROWTH FUND) | 07/26/1999 | 06/05/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.63 | 8.75 | 16.19 | 9.29 | 13.48 | 12.16 | 8.79 | … | … | -1.59 | 8.11 | 28.38 | 32.94 | -24.83 | 21.22 | 28.96 | 31.97 | -0.40 | 21.01 | 7.03 | 0.74 | 10.49 | 33.33 | 8.86 | -5.76 | 8.70 | 20.77 | -37.40 | 7.62 | 10.50 | 7.27 | 5.97 | 25.10 | -24.64 | -21.37 | -4.68 | 26.70 |
| Sharpe Ratio | NA | 0.71 | 0.99 | 0.40 | 0.66 | NA | NA | … | … | -0.17 | 0.30 | 1.97 | 2.12 | -0.98 | 1.50 | 0.87 | 2.34 | -0.10 | 2.85 | 0.55 | 0.05 | 0.87 | 3.04 | 0.65 | -0.24 | 0.51 | 0.88 | -1.03 | 0.30 | 0.66 | 0.45 | 0.41 | 1.52 | -1.06 | -0.98 | -0.35 | 3.56 |
| Standard Deviation(%) | NA | 11.91 | 14.50 | 17.73 | 18.34 | NA | NA | … | … | 14.04 | 17.69 | 12.57 | 13.93 | 26.92 | 14.12 | 32.93 | 13.05 | 17.98 | 7.17 | 12.42 | 14.85 | 12.01 | 10.95 | 13.56 | 24.49 | 16.81 | 23.41 | 37.09 | 15.21 | 10.82 | 11.13 | 12.10 | 16.06 | 24.40 | 24.54 | 25.77 | 18.98 |
| Draw Down(%) | NA | 14.80 | 18.73 | 29.69 | 29.69 | NA | NA | … | … | 14.80 | 18.34 | 6.32 | 9.56 | 29.26 | 6.99 | 29.64 | 6.15 | 19.32 | 2.35 | 8.93 | 11.85 | 7.35 | 5.50 | 10.98 | 20.67 | 16.92 | 21.99 | 46.39 | 7.69 | 9.69 | 7.01 | 8.79 | 12.68 | 33.63 | 37.56 | 19.10 | 7.39 |
| Yield(%) | 0.00 | 11.65 | 10.57 | 9.82 | 11.96 | 12.55 | 9.08 | … | … | 0.00 | 11.40 | 12.27 | 3.89 | 13.60 | 13.13 | 8.09 | 3.14 | 3.33 | 5.49 | 0.11 | 0.16 | 0.23 | 0.50 | 0.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.60 | 1.92 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGRWX (BARRETT GROWTH FUND BARRETT GROWTH FUND) |
-19.91%
Mar 2000 – Mar 2003 |
-7.48%
Apr 2000 – Apr 2005 |
-5.37%
Aug 2000 – Aug 2010 |
0.32%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGRWX (BARRETT GROWTH FUND BARRETT GROWTH FUND) |
27.30%
Dec 2018 – Dec 2021 |
20.54%
Oct 2016 – Oct 2021 |
15.77%
Sep 2011 – Sep 2021 |
13.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart