Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRDZX (B. RILEY DIVERSIFIED EQUITY FUND INSTITUTIONAL CLASS SHARES) | NA | -21.30% | 5.75% | 4.26% | NA | NA | NA | … | … |
Data as of 07/23/2019, Common starting date is 02/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRDZX (B. RILEY DIVERSIFIED EQUITY FUND INSTITUTIONAL CLASS SHARES) | 02/28/2014 | 07/23/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -21.30 | 5.75 | 4.26 | NA | NA | NA | … | … | 9.40 | -49.50 | 21.41 | 18.55 | -4.29 | -2.19 |
| Sharpe Ratio | NA | -1.55 | -0.98 | -1.06 | NA | NA | NA | … | … | -0.22 | -1.53 | 0.15 | -0.77 | -1.34 | -1.52 |
| Standard Deviation(%) | NA | 46.41 | 29.75 | 25.83 | NA | NA | NA | … | … | 16.40 | 46.58 | 14.46 | 20.08 | 17.02 | 16.37 |
| Draw Down(%) | NA | 54.38 | 54.38 | 54.38 | NA | NA | NA | … | … | 10.67 | 54.38 | 7.71 | 16.31 | 17.21 | 15.54 |
| Yield(%) | 0.00 | 25.20 | 12.97 | 8.10 | 3.80 | 2.53 | 1.90 | … | … | 0.00 | 26.64 | 0.65 | 0.78 | 0.00 | 0.00 |
Data as of 07/23/2019, Common starting date is 02/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRDZX (B. RILEY DIVERSIFIED EQUITY FUND INSTITUTIONAL CLASS SHARES) |
4.11%
Dec 2015 – Dec 2018 |
3.53%
Jun 2014 – Jun 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRDZX (B. RILEY DIVERSIFIED EQUITY FUND INSTITUTIONAL CLASS SHARES) |
16.30%
Sep 2015 – Sep 2018 |
5.57%
Apr 2014 – Apr 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart