Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BQMIX (BRIGHT ROCK MID CAP GROWTH FUND BRIGHT ROCK MID CAP GROWTH FUND INVESTOR CLASS SHARES) | NA | -14.09% | 0.92% | 3.26% | NA | NA | NA | 6.16% |
Data as of 01/07/2022, AR inception is 01/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BQMIX (BRIGHT ROCK MID CAP GROWTH FUND BRIGHT ROCK MID CAP GROWTH 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 | -14.09 | 0.92 | 3.26 | NA | NA | NA | 6.16 | 0.00 | -14.09 | 0.00 | 21.04 | -6.92 | 21.78 | 13.53 | 0.75 | 5.54 | 26.82 | -5.09 |
| Sharpe Ratio | NA | -0.93 | 0.04 | 0.20 | NA | NA | NA | 0.39 | NA | -1.10 | 0.00 | 2.13 | -0.50 | 2.48 | 0.92 | 0.05 | 0.43 | 2.05 | -0.31 |
| Standard Deviation(%) | NA | 15.22 | 10.05 | 11.50 | NA | NA | NA | 13.18 | NA | 18.94 | NA | 9.21 | 16.48 | 8.58 | 14.48 | 15.08 | 12.80 | 13.07 | 17.76 |
| Draw Down(%) | NA | 14.09 | 14.57 | 19.00 | NA | NA | NA | 19.00 | NA | 14.09 | 0.00 | 5.34 | 19.00 | 4.02 | 8.54 | 13.41 | 10.09 | 6.94 | 14.18 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.77 | 1.18 | 0.89 | 1.97 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 1.23 | 5.39 | 8.49 | 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 |
|---|---|---|---|---|
| BQMIX (BRIGHT ROCK MID CAP GROWTH FUND BRIGHT ROCK MID CAP GROWTH FUND INVESTOR CLASS SHARES) |
-3.44%
Aug 2018 - Aug 2021 |
3.34%
Dec 2016 - Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BQMIX (BRIGHT ROCK MID CAP GROWTH FUND BRIGHT ROCK MID CAP GROWTH FUND INVESTOR CLASS SHARES) |
15.14%
Sep 2015 - Sep 2018 |
13.27%
Dec 2012 - Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart