Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVAOX (BROADVIEW OPPORTUNITY FUND BROADVIEW OPPORTUNITY FUND) | 7.11% | 6.61% | 10.10% | -3.69% | -5.00% | -0.69% | 1.47% | … | … |
Data as of 06/04/2026, Common starting date is 12/16/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVAOX (BROADVIEW OPPORTUNITY FUND BROADVIEW OPPORTUNITY FUND) | 12/16/1996 | 06/04/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 6.61 | 10.10 | -3.69 | -5.00 | -0.69 | 1.47 | … | … | 7.11 | -7.16 | 21.83 | 16.06 | -24.39 | -6.05 | 15.50 | -51.53 | -12.21 | 8.88 | 18.06 | -7.93 | 3.08 | 43.41 | 13.33 | -3.47 | 29.55 | 40.17 | -29.73 | 3.34 | 12.44 | 5.15 | 6.03 | 48.11 | -22.24 | 2.53 | 23.22 | 35.62 | 30.40 | 44.38 | 2.30 |
| Sharpe Ratio | NA | 0.31 | 0.40 | -0.27 | -0.18 | NA | NA | … | … | 0.84 | -0.45 | 1.06 | 0.78 | -0.97 | -0.19 | 0.40 | -0.57 | -0.82 | 0.74 | 1.05 | -0.54 | 0.22 | 3.25 | 0.85 | -0.12 | 1.38 | 1.25 | -0.77 | 0.01 | 0.72 | 0.25 | 0.35 | 2.60 | -0.92 | 0.00 | 0.62 | 1.50 | 1.40 | 2.29 | 17.11 |
| Standard Deviation(%) | NA | 17.90 | 19.07 | 23.36 | 36.79 | NA | NA | … | … | 18.76 | 22.54 | 17.11 | 16.10 | 26.71 | 31.38 | 37.67 | 92.97 | 16.66 | 11.21 | 17.00 | 14.76 | 14.07 | 13.35 | 15.75 | 29.72 | 21.38 | 32.16 | 39.73 | 14.95 | 12.63 | 11.63 | 14.58 | 18.20 | 25.48 | 22.46 | 30.84 | 21.49 | 19.30 | 17.68 | 4.30 |
| Draw Down(%) | NA | 11.14 | 25.10 | 47.18 | 76.74 | NA | NA | … | … | 10.65 | 23.19 | 8.80 | 15.43 | 29.34 | 25.80 | 40.00 | 64.73 | 26.15 | 6.55 | 14.82 | 15.89 | 11.07 | 6.55 | 14.52 | 27.65 | 17.22 | 28.15 | 46.49 | 13.64 | 12.89 | 10.30 | 18.09 | 15.74 | 40.22 | 27.85 | 21.06 | 19.60 | 23.96 | 11.28 | 0.00 |
| Yield(%) | 0.00 | 9.12 | 7.50 | 3.26 | 4.73 | 6.11 | 6.00 | … | … | 0.00 | 8.54 | 10.83 | 0.34 | 3.91 | 0.01 | 0.00 | 4.70 | 17.83 | 11.07 | 5.43 | 7.79 | 10.39 | 13.60 | 2.97 | 3.89 | 0.00 | 0.16 | 16.26 | 7.42 | 13.09 | 10.86 | 3.55 | 0.00 | 0.00 | 0.00 | 13.80 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/16/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVAOX (BROADVIEW OPPORTUNITY FUND BROADVIEW OPPORTUNITY FUND) |
-31.31%
Mar 2017 – Mar 2020 |
-20.01%
Sep 2018 – Sep 2023 |
-7.81%
Oct 2013 – Oct 2023 |
-1.70%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVAOX (BROADVIEW OPPORTUNITY FUND BROADVIEW OPPORTUNITY FUND) |
46.33%
Mar 1997 – Mar 2000 |
28.00%
Feb 2009 – Feb 2014 |
16.96%
Apr 1997 – Apr 2007 |
13.21%
Mar 1997 – Mar 2012 |
Annualized Rolling Returns Comparison Chart