Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BQLCX (BRIGHT ROCK QUALITY LARGE CAP FUND BRIGHT ROCK QUALITY LARGE CAP FUND INSTITUTIONAL CLASS SHARES) | 1.76% | 11.53% | 12.53% | 4.44% | 8.28% | 9.73% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BQLCX (BRIGHT ROCK QUALITY LARGE CAP FUND BRIGHT ROCK QUALITY LARGE CAP FUND INSTITUTIONAL CLASS SHARES) | 05/27/2010 | 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.87 | 11.53 | 12.53 | 4.44 | 8.28 | 9.73 | NA | … | … | 1.76 | 9.54 | 15.36 | 20.97 | -21.79 | 18.64 | 7.08 | 29.96 | -5.53 | 16.31 | 8.69 | -0.02 | 10.53 | 30.63 | 15.15 | 2.02 | 14.31 |
| Sharpe Ratio | NA | 1.21 | 0.86 | 0.14 | 0.39 | NA | NA | … | … | 0.50 | 0.45 | 1.19 | 1.46 | -0.86 | 1.24 | 0.19 | 2.66 | -0.47 | 2.57 | 0.73 | 0.00 | 1.03 | 2.92 | 1.23 | 0.09 | 1.59 |
| Standard Deviation(%) | NA | 9.34 | 11.88 | 16.70 | 17.64 | NA | NA | … | … | 10.33 | 14.98 | 9.85 | 11.92 | 27.08 | 15.00 | 34.93 | 10.72 | 14.71 | 6.12 | 11.55 | 14.65 | 10.23 | 10.48 | 12.39 | 21.71 | 15.70 |
| Draw Down(%) | NA | 7.56 | 15.42 | 27.20 | 34.46 | NA | NA | … | … | 7.56 | 15.42 | 4.90 | 7.86 | 23.11 | 9.15 | 34.46 | 5.05 | 16.09 | 2.62 | 9.13 | 10.73 | 6.43 | 4.76 | 8.43 | 18.52 | 7.22 |
| Yield(%) | 0.00 | 7.92 | 7.58 | 4.22 | 5.07 | 7.04 | 6.09 | … | … | 0.19 | 7.90 | 9.82 | 3.39 | 0.71 | 1.17 | 1.26 | 6.25 | 4.57 | 3.05 | 3.43 | 3.15 | 11.55 | 9.26 | 6.32 | 3.53 | 1.09 |
Data as of 06/04/2026, Common starting date is 05/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BQLCX (BRIGHT ROCK QUALITY LARGE CAP FUND BRIGHT ROCK QUALITY LARGE CAP FUND INSTITUTIONAL CLASS SHARES) |
-0.21%
Dec 2019 – Dec 2022 |
3.89%
Jan 2018 – Jan 2023 |
6.82%
Oct 2013 – Oct 2023 |
9.25%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BQLCX (BRIGHT ROCK QUALITY LARGE CAP FUND BRIGHT ROCK QUALITY LARGE CAP FUND INSTITUTIONAL CLASS SHARES) |
22.82%
Sep 2011 – Sep 2014 |
15.59%
Jun 2010 – Jun 2015 |
13.87%
Sep 2011 – Sep 2021 |
10.63%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart