Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BRGNX (BlckRck FdsIII Rssll 1000 Inx Fd Inst Sh) | 6.74% | 14.19% | 19.14% | 14.87% | 12.77% | NA | NA | 13.34% |
Data as of 07/18/2025, AR inception is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRGNX (BlckRck FdsIII Rssll 1000 Inx Fd Inst Sh) | 04/07/2011 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 14.19 | 19.14 | 14.87 | 12.77 | NA | NA | 13.34 | 6.74 | 24.15 | 26.43 | -19.41 | 25.33 | 20.63 | 31.29 | -4.88 | 21.46 | 11.42 | 0.82 | 13.06 | 33.23 | 16.31 | -5.29 |
| Sharpe Ratio | NA | 0.47 | 0.87 | 0.74 | 0.62 | NA | NA | 0.68 | 0.37 | 1.37 | 1.67 | -0.84 | 1.89 | 0.58 | 2.44 | -0.37 | 3.07 | 0.84 | 0.05 | 1.13 | 2.99 | 1.27 | -0.27 |
| Standard Deviation(%) | NA | 20.03 | 17.44 | 17.70 | 18.61 | NA | NA | 17.74 | 23.87 | 12.81 | 13.44 | 24.75 | 13.41 | 34.83 | 12.24 | 16.80 | 6.82 | 13.32 | 15.38 | 11.55 | 11.09 | 12.92 | 26.76 |
| Draw Down(%) | NA | 19.15 | 19.15 | 25.38 | 34.59 | NA | NA | 34.59 | 19.15 | 8.48 | 10.31 | 25.38 | 5.22 | 34.59 | 6.64 | 19.68 | 2.65 | 10.94 | 11.90 | 7.56 | 4.89 | 9.77 | 19.71 |
| Yield(%) | 0.00 | 0.95 | 1.56 | 1.75 | 3.08 | 4.26 | 3.20 | 4.57 | 0.28 | 1.42 | 1.79 | 1.14 | 1.49 | 1.59 | 3.52 | 2.21 | 3.04 | 4.37 | 5.19 | 3.87 | 5.66 | 3.34 | 1.25 |
Data as of 07/18/2025, AR inception is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRGNX (BlckRck FdsIII Rssll 1000 Inx Fd Inst Sh) |
4.51%
Mar 2017 - Mar 2020 |
6.01%
Mar 2015 - Mar 2020 |
10.57%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRGNX (BlckRck FdsIII Rssll 1000 Inx Fd Inst Sh) |
25.67%
Dec 2018 - Dec 2021 |
18.95%
Oct 2016 - Oct 2021 |
16.55%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart