Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGSF (BGSF, Inc.) | 13.39% | 124.69% | 2.25% | -1.95% | -1.11% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/30/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGSF (BGSF, Inc.) | 04/30/2014 | 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 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.94 | 124.69 | 2.25 | -1.95 | -1.11 | NA | NA | … | … | 13.39 | 69.12 | -43.43 | -35.14 | 11.74 | 9.86 | -36.28 | 11.97 | 36.44 | 9.02 | 11.37 | 22.11 | 88.04 |
| Sharpe Ratio | NA | 1.71 | -0.02 | -0.09 | -0.03 | NA | NA | … | … | 0.61 | 0.90 | -1.01 | -1.19 | 0.31 | 0.26 | -0.37 | 0.26 | 0.81 | 0.26 | 0.25 | 0.33 | 3.30 |
| Standard Deviation(%) | NA | 65.32 | 54.82 | 47.84 | 52.51 | NA | NA | … | … | 41.77 | 74.85 | 46.62 | 32.83 | 33.48 | 37.49 | 98.33 | 40.84 | 43.41 | 32.25 | 45.34 | 66.43 | 46.92 |
| Draw Down(%) | NA | 36.77 | 72.45 | 80.23 | 87.04 | NA | NA | … | … | 22.80 | 50.34 | 49.84 | 43.08 | 28.50 | 29.46 | 71.59 | 41.08 | 34.03 | 21.04 | 42.47 | 19.92 | 11.25 |
| Yield(%) | 0.00 | 91.95 | 15.52 | 9.07 | 6.33 | 10.99 | 8.24 | … | … | 0.00 | 67.57 | 1.60 | 3.92 | 4.21 | 3.40 | 2.30 | 5.81 | 7.15 | 6.54 | 7.06 | 5.77 | 2.14 |
Data as of 06/04/2026, Common starting date is 04/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGSF (BGSF, Inc.) |
-33.03%
Apr 2022 – Apr 2025 |
-22.09%
Dec 2019 – Dec 2024 |
-7.81%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGSF (BGSF, Inc.) |
42.03%
Jul 2014 – Jul 2017 |
27.50%
Jun 2014 – Jun 2019 |
7.17%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart