Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVEFX (BECKER VALUE EQUITY FUND RETAIL CLASS) | 8.17% | 18.83% | 15.27% | 5.38% | 9.01% | 9.72% | 8.03% | … | … |
Data as of 06/05/2026, Common starting date is 11/20/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVEFX (BECKER VALUE EQUITY FUND RETAIL CLASS) | 11/20/2003 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.38 | 18.83 | 15.27 | 5.38 | 9.01 | 9.72 | 8.03 | … | … | 8.17 | 13.13 | 16.06 | 9.53 | -13.43 | 16.47 | 4.04 | 23.05 | -13.68 | 15.19 | 27.62 | -7.15 | 11.21 | 36.40 | 15.67 | -0.64 | 12.49 | 26.91 | -30.52 | 2.65 | 15.78 | 4.49 | 16.67 | 5.63 |
| Sharpe Ratio | NA | 1.84 | 1.11 | 0.22 | 0.46 | NA | NA | … | … | 2.01 | 0.70 | 1.29 | 0.50 | -0.71 | 1.04 | 0.12 | 1.69 | -1.02 | 2.07 | 1.71 | -0.47 | 1.01 | 3.31 | 1.28 | -0.03 | 0.74 | 0.99 | -0.86 | -0.04 | 1.39 | 0.21 | 1.48 | 6.21 |
| Standard Deviation(%) | NA | 9.93 | 11.82 | 14.93 | 16.79 | NA | NA | … | … | 11.39 | 14.61 | 9.68 | 11.78 | 20.88 | 15.84 | 32.47 | 12.79 | 14.83 | 7.04 | 16.07 | 15.22 | 11.03 | 10.97 | 12.33 | 22.29 | 16.75 | 27.19 | 36.56 | 14.09 | 8.91 | 10.47 | 10.62 | 10.65 |
| Draw Down(%) | NA | 7.17 | 13.56 | 25.46 | 33.88 | NA | NA | … | … | 7.17 | 13.39 | 5.34 | 10.24 | 19.86 | 12.04 | 33.88 | 8.72 | 23.12 | 3.80 | 10.29 | 16.49 | 8.15 | 5.45 | 10.49 | 20.88 | 14.67 | 26.84 | 43.05 | 10.42 | 7.73 | 6.41 | 8.57 | 1.96 |
| Yield(%) | 0.00 | 9.78 | 9.51 | 5.22 | 6.89 | 8.34 | 7.03 | … | … | 0.00 | 10.10 | 6.89 | 11.46 | 1.36 | 1.52 | 2.43 | 2.64 | 7.22 | 5.50 | 17.07 | 7.02 | 8.44 | 9.60 | 1.52 | 1.29 | 1.54 | 1.35 | 0.91 | 7.50 | 4.51 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/20/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVEFX (BECKER VALUE EQUITY FUND RETAIL CLASS) |
-12.49%
Feb 2006 – Feb 2009 |
-4.84%
Feb 2004 – Feb 2009 |
5.78%
Jan 2006 – Jan 2016 |
6.00%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVEFX (BECKER VALUE EQUITY FUND RETAIL CLASS) |
23.50%
Sep 2011 – Sep 2014 |
22.01%
Feb 2009 – Feb 2014 |
14.62%
Feb 2009 – Feb 2019 |
11.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart