Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRSVX (SMALL-CAP VALUE FUND CLASS N) | 15.62% | 34.29% | 13.68% | 7.07% | 12.34% | 11.40% | 7.98% | … | … |
Data as of 06/04/2026, Common starting date is 11/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRSVX (SMALL-CAP VALUE FUND CLASS N) | 11/07/2003 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 34.29 | 13.68 | 7.07 | 12.34 | 11.40 | 7.98 | … | … | 15.62 | 5.51 | 3.70 | 14.08 | -7.76 | 67.87 | 12.04 | 14.98 | -13.06 | 7.11 | 26.80 | -9.43 | 0.79 | 39.72 | 20.98 | 1.05 | 16.79 | 26.99 | -45.57 | 6.93 | 12.77 | 18.92 | 17.33 | 1.78 |
| Sharpe Ratio | NA | 1.68 | 0.50 | 0.22 | 0.45 | NA | NA | … | … | 2.06 | 0.12 | 0.00 | 0.51 | -0.37 | 2.69 | 0.25 | 0.82 | -0.82 | 0.48 | 1.46 | -0.57 | 0.05 | 2.55 | 1.27 | 0.03 | 0.62 | 0.73 | -1.02 | 0.17 | 0.46 | 1.00 | 0.89 | 0.57 |
| Standard Deviation(%) | NA | 17.64 | 20.82 | 21.92 | 24.22 | NA | NA | … | … | 17.79 | 21.66 | 21.37 | 20.48 | 25.04 | 25.17 | 46.95 | 16.47 | 17.68 | 13.47 | 18.15 | 16.68 | 15.90 | 15.59 | 16.64 | 34.18 | 26.99 | 36.59 | 45.57 | 22.17 | 20.37 | 16.72 | 18.35 | 21.80 |
| Draw Down(%) | NA | 9.11 | 27.79 | 27.79 | 51.66 | NA | NA | … | … | 9.11 | 22.59 | 11.05 | 17.16 | 19.36 | 12.24 | 44.35 | 15.97 | 28.62 | 8.11 | 13.72 | 13.93 | 15.27 | 7.45 | 12.52 | 28.86 | 18.61 | 35.81 | 58.56 | 18.70 | 18.47 | 14.02 | 16.33 | 7.74 |
| Yield(%) | 0.00 | 2.39 | 4.55 | 3.56 | 5.68 | 6.15 | 4.22 | … | … | 0.00 | 2.18 | 7.37 | 2.94 | 0.86 | 7.33 | 0.94 | 2.64 | 15.38 | 0.92 | 1.26 | 1.76 | 0.75 | 0.63 | 2.57 | 1.33 | 0.80 | 0.69 | 0.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/07/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRSVX (SMALL-CAP VALUE FUND CLASS N) |
-22.33%
Mar 2006 – Mar 2009 |
-6.98%
Feb 2004 – Feb 2009 |
2.60%
Jan 2006 – Jan 2016 |
2.96%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRSVX (SMALL-CAP VALUE FUND CLASS N) |
39.92%
Mar 2020 – Mar 2023 |
26.25%
Feb 2009 – Feb 2014 |
15.68%
Sep 2011 – Sep 2021 |
14.65%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart