Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRGKX (BlckRck Fds III Blk Rk Rssl 1000 Inx Fd) | 7.89% | 24.61% | 21.21% | 12.30% | 14.72% | 13.96% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRGKX (BlckRck Fds III Blk Rk Rssl 1000 Inx Fd) | 04/01/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.41 | 24.61 | 21.21 | 12.30 | 14.72 | 13.96 | NA | … | … | 7.89 | 17.28 | 24.44 | 26.49 | -19.39 | 25.42 | 20.68 | 31.28 | -4.85 | 21.60 | 11.40 | 0.87 | 13.17 | 32.80 | 16.37 | -5.15 |
| Sharpe Ratio | NA | 2.16 | 1.31 | 0.61 | 0.74 | NA | NA | … | … | 1.89 | 0.77 | 1.63 | 1.72 | -0.84 | 1.89 | 0.58 | 2.43 | -0.37 | 3.10 | 0.84 | 0.05 | 1.14 | 2.96 | 1.28 | -0.26 |
| Standard Deviation(%) | NA | 11.91 | 14.96 | 17.17 | 18.26 | NA | NA | … | … | 13.44 | 18.81 | 12.79 | 13.43 | 24.75 | 13.46 | 34.83 | 12.28 | 16.85 | 6.79 | 13.33 | 15.33 | 11.52 | 11.06 | 12.88 | 26.48 |
| Draw Down(%) | NA | 8.85 | 19.14 | 25.37 | 34.58 | NA | NA | … | … | 8.85 | 19.14 | 8.46 | 10.31 | 25.37 | 5.23 | 34.58 | 6.67 | 19.68 | 2.65 | 10.98 | 11.86 | 7.58 | 4.89 | 9.77 | 19.69 |
| Yield(%) | 0.00 | 2.82 | 2.47 | 2.00 | 3.62 | 5.27 | 3.83 | … | … | 0.00 | 3.16 | 1.71 | 1.86 | 1.19 | 1.55 | 1.65 | 3.59 | 2.27 | 3.10 | 4.40 | 5.25 | 3.93 | 5.71 | 3.40 | 1.29 |
Data as of 06/05/2026, Common starting date is 04/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRGKX (BlckRck Fds III Blk Rk Rssl 1000 Inx Fd) |
4.55%
Mar 2017 – Mar 2020 |
6.05%
Mar 2015 – Mar 2020 |
10.61%
Oct 2013 – Oct 2023 |
13.80%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRGKX (BlckRck Fds III Blk Rk Rssl 1000 Inx Fd) |
25.72%
Dec 2018 – Dec 2021 |
19.01%
Oct 2016 – Oct 2021 |
16.56%
Sep 2011 – Sep 2021 |
13.80%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart