Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BICIX (The International Smaller Companies Fund - Institutional Class) | 12.64% | 11.58% | 5.49% | 0.99% | NA | NA | NA | 7.24% |
Data as of 07/29/2025, AR inception is 12/20/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BICIX (The International Smaller Companies Fund - Institutional Class) | 12/20/2018 | 07/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.58 | 5.49 | 0.99 | NA | NA | NA | 7.24 | 12.64 | -3.17 | 13.24 | -39.25 | 6.42 | 48.69 | 26.58 | 1.22 |
| Sharpe Ratio | NA | 0.45 | 0.17 | -0.04 | NA | NA | NA | 0.21 | 1.09 | -0.39 | 0.57 | -1.33 | 0.39 | 1.52 | 1.38 | 2.41 |
| Standard Deviation(%) | NA | 19.44 | 19.96 | 20.82 | NA | NA | NA | 22.63 | 18.85 | 17.40 | 17.09 | 30.74 | 16.35 | 31.79 | 18.18 | 26.74 |
| Draw Down(%) | NA | 17.49 | 23.69 | 52.78 | NA | NA | NA | 52.78 | 17.12 | 11.84 | 21.73 | 49.65 | 10.98 | 35.75 | 11.41 | 2.34 |
| Yield(%) | 0.00 | 0.55 | 1.15 | 1.82 | 1.59 | 1.06 | 0.79 | 2.64 | 0.00 | 0.55 | 2.91 | 0.07 | 0.42 | 6.31 | 2.96 | 0.00 |
Data as of 07/29/2025, AR inception is 12/20/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BICIX (The International Smaller Companies Fund - Institutional Class) |
-13.96%
Apr 2021 - Apr 2024 |
1.06%
Dec 2019 - Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BICIX (The International Smaller Companies Fund - Institutional Class) |
15.78%
Jan 2019 - Jan 2022 |
6.25%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart