Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BOGIX (BOGLE SMALL CAP GROWTH INSTITUTIONAL) | 1.30% | 3.41% | 5.85% | 2.03% | 3.98% | 8.33% | 5.94% | 8.81% |
Data as of 08/08/2025, AR inception is 10/01/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOGIX (BOGLE SMALL CAP GROWTH INSTITUTIONAL) | 10/01/1999 | 08/08/2025 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.23 | 3.41 | 5.85 | 2.03 | 3.98 | 8.33 | 5.94 | 8.81 | 1.30 | 3.79 | 21.14 | -13.75 | -12.20 | 15.59 | 24.05 | -15.97 | 17.24 | 19.77 | -7.96 | 2.29 | 46.87 | 26.17 | -4.92 | 29.25 | 45.88 | -48.19 | -5.44 | 15.59 | 17.33 | 10.75 | 58.80 | -17.58 | 5.22 | 22.54 | 30.17 |
| Sharpe Ratio | NA | 0.01 | 0.12 | 0.00 | 0.11 | NA | NA | 0.29 | -0.04 | -0.15 | 0.87 | -0.59 | -0.32 | 0.39 | 1.43 | -0.79 | 1.21 | 0.92 | -0.41 | 0.12 | 2.90 | 1.49 | -0.15 | 1.12 | 1.34 | -1.10 | -0.40 | 0.68 | 0.96 | 0.54 | 3.00 | -0.80 | 0.14 | 0.62 | 15.93 |
| Standard Deviation(%) | NA | 22.02 | 21.18 | 26.06 | 25.23 | NA | NA | 24.93 | 23.67 | 19.12 | 19.68 | 25.63 | 38.53 | 39.11 | 15.88 | 21.88 | 13.82 | 21.28 | 19.58 | 18.47 | 16.18 | 17.75 | 33.28 | 26.13 | 34.22 | 44.63 | 21.06 | 18.08 | 15.79 | 18.06 | 19.37 | 23.28 | 21.80 | 29.68 | 11.53 |
| Draw Down(%) | NA | 26.21 | 26.21 | 43.40 | 46.66 | NA | NA | 68.39 | 21.26 | 11.19 | 15.98 | 20.70 | 32.78 | 44.02 | 9.51 | 30.79 | 6.93 | 18.88 | 21.61 | 15.90 | 6.49 | 15.51 | 31.45 | 20.49 | 31.67 | 60.98 | 20.47 | 18.72 | 10.55 | 18.32 | 12.19 | 32.13 | 23.27 | 19.76 | 2.42 |
| Yield(%) | 0.00 | 0.65 | 0.25 | 0.19 | 3.65 | 6.73 | 5.18 | 10.59 | 0.00 | 0.66 | 0.00 | 0.00 | 0.00 | 0.24 | 0.37 | 11.88 | 11.21 | 0.00 | 13.20 | 13.83 | 0.26 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 12.70 | 21.49 | 15.21 | 9.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/08/2025, AR inception is 10/01/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOGIX (BOGLE SMALL CAP GROWTH INSTITUTIONAL) |
-25.20%
Feb 2006 - Feb 2009 |
-10.79%
Feb 2004 - Feb 2009 |
2.52%
Apr 2015 - Apr 2025 |
3.71%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOGIX (BOGLE SMALL CAP GROWTH INSTITUTIONAL) |
36.00%
Feb 2009 - Feb 2012 |
32.84%
Feb 2009 - Feb 2014 |
18.13%
Feb 2009 - Feb 2019 |
12.71%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart