Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSGLX (The Long Term Global Growth Equity Fund) | -11.43% | -6.31% | 12.15% | -1.05% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSGLX (The Long Term Global Growth Equity Fund) | 05/01/2017 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.31 | 12.15 | -1.05 | NA | NA | NA | … | … | -11.43 | 18.01 | 24.92 | 36.43 | -48.13 | -2.66 | 85.77 | 33.40 | -1.47 | 22.72 |
| Sharpe Ratio | NA | -0.37 | 0.42 | -0.12 | NA | NA | NA | … | … | -1.19 | 0.59 | 0.84 | 1.38 | -1.06 | -0.10 | 2.45 | 1.42 | -0.11 | 2.54 |
| Standard Deviation(%) | NA | 20.53 | 23.56 | 29.71 | NA | NA | NA | … | … | 23.73 | 25.97 | 21.74 | 23.53 | 46.80 | 27.35 | 34.74 | 22.59 | 25.94 | 13.78 |
| Draw Down(%) | NA | 25.69 | 27.30 | 56.61 | NA | NA | NA | … | … | 22.46 | 27.30 | 14.16 | 19.89 | 49.95 | 21.20 | 28.67 | 13.00 | 25.76 | 6.26 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.37 | 5.30 | 3.54 | 2.65 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 2.00 | 5.05 | 15.27 | 0.19 | 8.78 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSGLX (The Long Term Global Growth Equity Fund) |
-11.17%
Jan 2021 – Jan 2024 |
-1.21%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSGLX (The Long Term Global Growth Equity Fund) |
43.75%
Oct 2018 – Oct 2021 |
16.59%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart