Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRSIX (ULTRA-SMALL COMPANY MARKET FUND CLASS N) | 13.67% | 51.26% | 19.46% | -1.54% | 7.29% | 8.31% | 5.84% | … | … |
Data as of 06/05/2026, Common starting date is 08/09/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRSIX (ULTRA-SMALL COMPANY MARKET FUND CLASS N) | 08/09/1999 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.26 | 51.26 | 19.46 | -1.54 | 7.29 | 8.31 | 5.84 | … | … | 13.67 | 20.09 | 14.92 | 11.42 | -24.24 | -2.28 | 22.43 | 15.33 | -17.23 | 12.29 | 21.57 | -8.14 | 4.64 | 50.88 | 19.68 | -7.84 | 24.86 | 25.94 | -39.10 | -5.40 | 11.48 | 1.12 | 19.12 | 79.43 | 4.90 | 23.99 | 0.68 | 30.96 |
| Sharpe Ratio | NA | 2.55 | 0.82 | -0.09 | 0.26 | NA | NA | … | … | 2.41 | 0.63 | 0.47 | 0.40 | -1.14 | -0.07 | 0.52 | 0.92 | -1.21 | 0.98 | 1.31 | -0.53 | 0.29 | 3.46 | 1.15 | -0.24 | 1.01 | 0.77 | -1.00 | -0.50 | 0.57 | -0.09 | 1.29 | 6.50 | 0.12 | 1.76 | -0.24 | 6.86 |
| Standard Deviation(%) | NA | 23.43 | 23.98 | 24.80 | 24.40 | NA | NA | … | … | 22.25 | 27.24 | 23.87 | 19.60 | 22.66 | 31.59 | 42.49 | 15.10 | 15.45 | 11.91 | 16.31 | 15.39 | 16.19 | 14.70 | 17.15 | 32.67 | 24.60 | 33.42 | 39.91 | 17.20 | 14.24 | 12.70 | 14.11 | 12.11 | 30.35 | 12.48 | 15.09 | 13.47 |
| Draw Down(%) | NA | 11.46 | 30.80 | 54.32 | 54.71 | NA | NA | … | … | 11.46 | 30.34 | 14.45 | 25.04 | 29.28 | 32.85 | 45.47 | 15.35 | 31.05 | 7.38 | 15.19 | 16.63 | 12.50 | 5.92 | 12.44 | 30.44 | 21.02 | 32.14 | 50.11 | 14.94 | 15.91 | 14.41 | 17.54 | 7.84 | 22.62 | 15.32 | 15.04 | 7.39 |
| Yield(%) | 0.00 | 1.36 | 1.08 | 0.57 | 4.29 | 6.57 | 4.45 | … | … | 0.00 | 1.21 | 0.70 | 0.99 | 0.76 | 0.85 | 1.19 | 1.43 | 11.44 | 13.44 | 9.42 | 10.47 | 10.54 | 13.76 | 22.39 | 4.71 | 1.20 | 1.77 | 6.32 | 3.53 | 2.53 | 0.16 | 0.18 | 0.51 | 0.00 | 0.19 | 0.67 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/09/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRSIX (ULTRA-SMALL COMPANY MARKET FUND CLASS N) |
-22.14%
Feb 2006 – Feb 2009 |
-10.62%
Feb 2004 – Feb 2009 |
0.86%
Oct 2013 – Oct 2023 |
2.69%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRSIX (ULTRA-SMALL COMPANY MARKET FUND CLASS N) |
35.55%
Mar 2001 – Mar 2004 |
27.74%
Feb 2009 – Feb 2014 |
15.48%
Sep 2011 – Sep 2021 |
12.49%
Oct 1999 – Oct 2014 |
Annualized Rolling Returns Comparison Chart