Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVEIX (BECKER VALUE EQUITY FUND INSTITUTIONAL CLASS) | 8.20% | 18.92% | 15.37% | 5.49% | 9.13% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVEIX (BECKER VALUE EQUITY FUND INSTITUTIONAL CLASS) | 09/06/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.41 | 18.92 | 15.37 | 5.49 | 9.13 | NA | NA | … | … | 8.20 | 13.27 | 16.13 | 9.64 | -13.33 | 16.64 | 4.09 | 23.20 | -13.57 | 15.29 | 27.93 | -7.00 | 11.46 | 36.72 | 15.96 | 7.01 |
| Sharpe Ratio | NA | 1.86 | 1.12 | 0.23 | 0.46 | NA | NA | … | … | 2.03 | 0.71 | 1.30 | 0.51 | -0.71 | 1.05 | 0.12 | 1.70 | -1.02 | 2.10 | 1.72 | -0.46 | 1.03 | 3.36 | 1.31 | 0.87 |
| Standard Deviation(%) | NA | 9.95 | 11.81 | 14.92 | 16.79 | NA | NA | … | … | 11.37 | 14.62 | 9.64 | 11.78 | 20.84 | 15.86 | 32.47 | 12.80 | 14.78 | 6.99 | 16.09 | 15.22 | 11.10 | 10.92 | 12.22 | 27.02 |
| Draw Down(%) | NA | 7.16 | 13.54 | 25.35 | 33.90 | NA | NA | … | … | 7.16 | 13.43 | 5.33 | 10.25 | 19.80 | 12.00 | 33.90 | 8.74 | 23.04 | 3.79 | 10.26 | 16.47 | 8.12 | 5.45 | 10.48 | 9.43 |
| Yield(%) | 0.00 | 9.83 | 9.50 | 5.24 | 6.97 | 9.41 | 7.06 | … | … | 0.00 | 10.15 | 6.86 | 11.36 | 1.36 | 1.63 | 2.54 | 2.79 | 7.32 | 5.62 | 17.25 | 7.18 | 8.64 | 9.64 | 1.81 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVEIX (BECKER VALUE EQUITY FUND INSTITUTIONAL CLASS) |
-3.59%
Mar 2017 – Mar 2020 |
2.00%
Mar 2015 – Mar 2020 |
6.02%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVEIX (BECKER VALUE EQUITY FUND INSTITUTIONAL CLASS) |
21.01%
May 2012 – May 2015 |
16.35%
May 2012 – May 2017 |
12.81%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart