Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSLNX (SMITH GROUP LARGE CAP CORE GROWTH FUND INVESTOR CLASS SHARES) | NA | 2.85% | 8.22% | 7.72% | NA | NA | NA | … | … |
Data as of 07/06/2020, Common starting date is 02/27/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSLNX (SMITH GROUP LARGE CAP CORE GROWTH FUND INVESTOR CLASS SHARES) | 02/27/2014 | 07/06/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 2.85 | 8.22 | 7.72 | NA | NA | NA | … | … | -3.78 | 22.53 | -7.56 | 24.72 | 9.27 | 1.40 | 10.23 |
| Sharpe Ratio | NA | 0.05 | 0.31 | 0.35 | NA | NA | NA | … | … | -0.17 | 1.53 | -0.49 | 2.89 | 0.60 | 0.09 | 0.99 |
| Standard Deviation(%) | NA | 33.14 | 22.75 | 19.86 | NA | NA | NA | … | … | 44.53 | 13.79 | 18.10 | 8.38 | 14.94 | 15.13 | 12.30 |
| Draw Down(%) | NA | 30.43 | 30.43 | 30.43 | NA | NA | NA | … | … | 30.43 | 9.78 | 22.50 | 3.07 | 12.62 | 11.31 | 9.07 |
| Yield(%) | 0.00 | 25.38 | 16.13 | 13.64 | 8.17 | 5.45 | 4.09 | … | … | 0.00 | 29.02 | 9.10 | 15.23 | 16.75 | 14.41 | 12.19 |
Data as of 07/06/2020, Common starting date is 02/27/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSLNX (SMITH GROUP LARGE CAP CORE GROWTH FUND INVESTOR CLASS SHARES) |
3.28%
Mar 2017 – Mar 2020 |
4.59%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSLNX (SMITH GROUP LARGE CAP CORE GROWTH FUND INVESTOR CLASS SHARES) |
16.54%
Sep 2015 – Sep 2018 |
10.35%
Apr 2014 – Apr 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart