Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BSHGX (HIGH GRADE INCOME FUND CLASS I SHARES) | NA | -2.03% | 5.20% | 2.24% | 2.87% | 4.25% | 4.31% | 4.71% |
Data as of 07/29/2021, AR inception is 01/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSHGX (HIGH GRADE INCOME FUND CLASS I SHARES) | 01/30/1997 | 07/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 0.00 | -2.03 | 5.20 | 2.24 | 2.87 | 4.25 | 4.31 | 4.71 | -1.69 | 7.13 | 8.89 | -1.20 | 3.28 | 1.31 | 0.37 | 5.69 | -2.69 | 5.05 | 6.93 | 5.32 | 7.69 | 8.52 | 6.67 | 2.97 | 1.72 | 3.41 | 3.31 | 11.58 | 7.18 | 10.25 | -4.34 | 9.14 | 8.43 |
| Sharpe Ratio | NA | -0.53 | 0.88 | 0.34 | 0.59 | NA | NA | 0.71 | -0.75 | 1.04 | 1.74 | -0.78 | 0.82 | 0.28 | 0.08 | 1.95 | -0.80 | 1.45 | 1.45 | 1.14 | 1.24 | 1.06 | 0.88 | -0.10 | -0.12 | 0.53 | 0.47 | 2.02 | 0.90 | 1.61 | -1.40 | 1.26 | 1.46 |
| Standard Deviation(%) | NA | 3.87 | 5.00 | 4.46 | 4.17 | NA | NA | 4.62 | 3.92 | 6.62 | 4.30 | 3.25 | 3.25 | 4.00 | 4.36 | 2.90 | 3.43 | 3.48 | 4.75 | 4.59 | 6.11 | 7.11 | 4.14 | 3.30 | 3.76 | 4.66 | 5.60 | 5.18 | 5.50 | 3.85 | 5.41 | 4.61 | 3.89 |
| Draw Down(%) | NA | 5.73 | 9.31 | 9.31 | 9.31 | NA | NA | 9.31 | 4.81 | 9.31 | 2.68 | 3.62 | 1.52 | 5.73 | 3.44 | 1.38 | 5.38 | 1.80 | 2.42 | 3.96 | 2.67 | 5.32 | 2.54 | 2.54 | 3.07 | 5.16 | 6.47 | 2.99 | 4.71 | 2.38 | 6.06 | 3.36 | 2.24 |
| Yield(%) | 0.00 | 17.86 | 8.34 | 5.70 | 4.74 | 5.29 | 5.11 | 5.34 | 17.10 | 2.06 | 2.36 | 2.41 | 3.36 | 2.88 | 2.77 | 2.98 | 4.29 | 4.35 | 6.61 | 7.40 | 6.77 | 4.20 | 4.38 | 4.06 | 4.31 | 4.03 | 5.85 | 4.63 | 5.07 | 5.54 | 5.70 | 6.94 | 5.87 |
Data as of 07/29/2021, AR inception is 01/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSHGX (HIGH GRADE INCOME FUND CLASS I SHARES) |
0.23%
Oct 2015 - Oct 2018 |
0.80%
Apr 2013 - Apr 2018 |
2.80%
May 2011 - May 2021 |
3.44%
May 2003 - May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSHGX (HIGH GRADE INCOME FUND CLASS I SHARES) |
10.43%
May 2000 - May 2003 |
7.58%
Jul 2007 - Jul 2012 |
6.43%
Jan 2000 - Jan 2010 |
5.95%
May 1997 - May 2012 |
Annualized Rolling Returns Comparison Chart