Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BSLGX (SMITH GROUP LARGE CAP CORE GROWTH FUND INSTITUTIONAL CLASS SHARES) | NA | 3.25% | 8.53% | 7.99% | 13.20% | NA | NA | 6.51% |
Data as of 07/06/2020, AR inception is 09/11/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSLGX (SMITH GROUP LARGE CAP CORE GROWTH FUND INSTITUTIONAL CLASS SHARES) | 09/11/2007 | 07/06/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 3.25 | 8.53 | 7.99 | 13.20 | NA | NA | 6.51 | -3.52 | 22.81 | -7.26 | 24.91 | 9.45 | 1.60 | 11.86 | 35.16 | 12.54 | 4.19 | 18.67 | 10.30 | -41.39 | 2.64 |
| Sharpe Ratio | NA | 0.06 | 0.33 | 0.36 | 0.70 | NA | NA | 0.27 | -0.16 | 1.55 | -0.48 | 2.90 | 0.62 | 0.10 | 0.92 | 2.98 | 0.88 | 0.16 | 0.92 | 0.50 | -1.11 | 0.33 |
| Standard Deviation(%) | NA | 33.20 | 22.75 | 19.85 | 18.36 | NA | NA | 20.93 | 44.62 | 13.77 | 18.03 | 8.41 | 14.84 | 15.22 | 12.83 | 11.80 | 14.33 | 25.76 | 20.22 | 20.26 | 38.14 | 19.61 |
| Draw Down(%) | NA | 30.38 | 30.38 | 30.38 | 30.38 | NA | NA | 54.35 | 30.38 | 9.77 | 22.40 | 3.08 | 12.62 | 11.30 | 9.06 | 6.12 | 11.86 | 22.82 | 16.55 | 20.43 | 49.80 | 9.36 |
| Yield(%) | 0.00 | 25.81 | 16.37 | 13.85 | 17.29 | 7.11 | 5.33 | 8.89 | 0.00 | 29.55 | 9.31 | 15.30 | 17.15 | 14.61 | 12.69 | 13.88 | 0.91 | 0.29 | 0.59 | 0.00 | 0.00 | 0.00 |
Data as of 07/06/2020, AR inception is 09/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSLGX (SMITH GROUP LARGE CAP CORE GROWTH FUND INSTITUTIONAL CLASS SHARES) |
-12.17%
Oct 2007 - Oct 2010 |
-3.21%
Oct 2007 - Oct 2012 |
5.52%
Oct 2007 - Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSLGX (SMITH GROUP LARGE CAP CORE GROWTH FUND INSTITUTIONAL CLASS SHARES) |
21.69%
Sep 2011 - Sep 2014 |
19.10%
Feb 2009 - Feb 2014 |
14.49%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart