Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BRUSX (ULTRA-SMALL COMPANY FUND CLASS N) | -1.34% | 20.20% | 5.25% | 9.95% | 3.30% | 7.09% | 4.42% | 8.78% |
Data as of 07/01/2025, AR inception is 08/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRUSX (ULTRA-SMALL COMPANY FUND CLASS N) | 08/27/1997 | 07/01/2025 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.27 | 20.20 | 5.25 | 9.95 | 3.30 | 7.09 | 4.42 | 8.78 | -1.34 | 15.02 | 18.21 | -24.73 | 7.20 | 33.43 | 9.52 | -15.77 | 3.86 | 14.07 | -16.12 | -0.56 | 55.79 | 24.49 | -14.63 | 23.54 | 48.92 | -46.23 | -2.65 | 21.77 | -9.49 | 23.76 | 88.12 | 4.27 | 34.03 | 4.75 | 40.41 | -10.47 | -2.20 |
| Sharpe Ratio | NA | 0.51 | 0.01 | 0.29 | 0.06 | NA | NA | 0.28 | -0.33 | 0.36 | 0.77 | -0.86 | 0.22 | 0.82 | 0.59 | -1.07 | 0.26 | 0.71 | -0.93 | -0.03 | 3.25 | 1.40 | -0.42 | 0.90 | 1.54 | -1.21 | -0.25 | 0.83 | -0.52 | 1.30 | 4.65 | 0.13 | 1.80 | 0.03 | 2.65 | -0.34 | -0.31 |
| Standard Deviation(%) | NA | 27.15 | 24.83 | 26.71 | 24.69 | NA | NA | 25.00 | 28.56 | 23.11 | 18.37 | 30.47 | 32.92 | 40.34 | 13.74 | 15.99 | 12.68 | 19.53 | 17.32 | 17.60 | 17.15 | 17.55 | 34.74 | 25.93 | 31.67 | 38.96 | 22.57 | 22.31 | 22.59 | 17.60 | 18.79 | 24.41 | 17.98 | 23.86 | 14.01 | 41.00 | 30.82 |
| Draw Down(%) | NA | 28.34 | 30.35 | 50.50 | 55.77 | NA | NA | 64.95 | 27.73 | 13.71 | 18.89 | 28.43 | 32.58 | 46.44 | 18.71 | 30.28 | 7.91 | 15.42 | 25.71 | 17.32 | 7.69 | 16.71 | 35.64 | 21.60 | 29.63 | 57.17 | 17.69 | 20.42 | 17.98 | 16.39 | 9.02 | 30.57 | 17.97 | 19.14 | 13.56 | 49.40 | 20.63 |
| Yield(%) | 0.00 | 0.21 | 1.68 | 2.03 | 2.24 | 6.39 | 4.50 | 9.49 | 0.00 | 0.20 | 5.59 | 0.00 | 0.77 | 2.01 | 1.20 | 10.22 | 2.02 | 1.29 | 0.86 | 20.15 | 19.92 | 0.52 | 1.03 | 0.79 | 1.40 | 0.10 | 12.55 | 22.60 | 0.00 | 22.86 | 21.94 | 13.93 | 11.65 | 0.00 | 0.00 | 16.21 | 7.58 |
Data as of 07/01/2025, AR inception is 08/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRUSX (ULTRA-SMALL COMPANY FUND CLASS N) |
-22.67%
Feb 2006 - Feb 2009 |
-10.94%
Feb 2004 - Feb 2009 |
-0.09%
Oct 2013 - Oct 2023 |
0.64%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRUSX (ULTRA-SMALL COMPANY FUND CLASS N) |
40.40%
Sep 2002 - Sep 2005 |
34.86%
Mar 1999 - Mar 2004 |
18.62%
Aug 1998 - Aug 2008 |
16.29%
Mar 1999 - Mar 2014 |
Annualized Rolling Returns Comparison Chart