Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOGIX (BOGLE SMALL CAP GROWTH INSTITUTIONAL) | 20.20% | 35.32% | 16.74% | 0.77% | 7.26% | 8.48% | 6.41% | … | … |
Data as of 06/05/2026, Common starting date is 10/01/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOGIX (BOGLE SMALL CAP GROWTH INSTITUTIONAL) | 10/01/1999 | 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 (%) | -0.44 | 35.32 | 16.74 | 0.77 | 7.26 | 8.48 | 6.41 | … | … | 20.20 | 8.99 | 5.38 | 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 | 1.96 | 0.74 | -0.05 | 0.24 | NA | NA | … | … | 3.07 | 0.28 | 0.09 | 0.90 | -0.59 | -0.32 | 0.39 | 1.42 | -0.80 | 1.21 | 0.92 | -0.41 | 0.12 | 2.90 | 1.48 | -0.15 | 1.12 | 1.34 | -1.10 | -0.41 | 0.68 | 0.95 | 0.54 | 3.00 | -0.80 | 0.13 | 0.62 | 15.91 |
| Standard Deviation(%) | NA | 17.52 | 19.73 | 25.45 | 24.77 | NA | NA | … | … | 18.27 | 21.53 | 19.04 | 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 | 8.72 | 25.07 | 43.40 | 46.66 | NA | NA | … | … | 8.64 | 21.26 | 9.83 | 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 | 11.07 | 5.11 | 2.00 | 4.27 | 6.44 | 4.99 | … | … | 0.00 | 10.73 | 2.25 | 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 06/05/2026, Common starting date 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 |
2.66%
Aug 2000 – Aug 2010 |
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