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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BQLIX (BRIGHT ROCK QUALITY LARGE CAP FUND BRIGHT ROCK QUALITY LARGE CAP FUND INVESTOR CLASS SHARES) NA 0.00% 4.98% 4.88% NA NA NA 7.58%
Data as of 01/07/2022, AR inception is 01/19/2012
More Performance Analytics Comparison
Name Start Date End Date
BQLIX (BRIGHT ROCK QUALITY LARGE CAP FUND BRIGHT ROCK QUALITY LARGE CAP FUND INVESTOR CLASS SHARES) 01/19/2012 01/07/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.00 0.00 4.98 4.88 NA NA NA 7.58 0.00 0.00 0.00 17.28 -5.76 15.87 8.57 -0.34 9.33 21.70 4.72
Sharpe Ratio NA 0.00 1.16 0.52 NA NA NA 0.62 NA 0.00 0.00 2.16 -0.48 2.49 0.72 -0.03 0.91 1.79 0.38
Standard Deviation(%) NA 0.70 3.84 7.86 NA NA NA 10.35 NA NA NA 7.34 14.78 6.13 11.52 14.65 10.20 12.13 13.01
Draw Down(%) NA 0.00 4.57 16.17 NA NA NA 16.17 NA 0.00 0.00 4.57 16.17 2.70 9.14 10.85 6.73 9.13 8.45
Yield(%) 0.00 0.00 0.19 1.53 3.02 2.02 1.51 3.36 0.00 0.00 0.00 0.57 4.10 2.45 3.12 2.98 10.12 0.00 0.00
Data as of 01/07/2022, AR inception is 01/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BQLIX (BRIGHT ROCK QUALITY LARGE CAP FUND BRIGHT ROCK QUALITY LARGE CAP FUND INVESTOR CLASS SHARES) 1.77%
Sep 2018 - Sep 2021
4.80%
Jul 2016 - Jul 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BQLIX (BRIGHT ROCK QUALITY LARGE CAP FUND BRIGHT ROCK QUALITY LARGE CAP FUND INVESTOR CLASS SHARES) 12.06%
May 2012 - May 2015
10.78%
Dec 2012 - Dec 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart