Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRISX (FOUNDRY PARTNERS FUNDAMENTAL SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | 17.67% | 34.01% | 15.84% | 3.38% | 7.14% | 7.27% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/22/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRISX (FOUNDRY PARTNERS FUNDAMENTAL SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | 08/22/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 34.01 | 15.84 | 3.38 | 7.14 | 7.27 | NA | … | … | 17.67 | 8.18 | 3.74 | 16.80 | -12.92 | 14.84 | -1.73 | 22.88 | -16.38 | 7.82 | 29.28 | -4.60 | 4.78 | 38.62 | 15.61 | -18.50 | 20.17 | 29.48 | -27.51 | -2.98 |
| Sharpe Ratio | NA | 1.90 | 0.66 | 0.04 | 0.23 | NA | NA | … | … | 2.81 | 0.24 | 0.01 | 0.72 | -0.51 | 0.57 | -0.04 | 1.36 | -1.09 | 0.61 | 1.66 | -0.31 | 0.37 | 2.86 | 0.98 | -0.57 | 0.96 | 0.88 | -0.73 | -0.51 |
| Standard Deviation(%) | NA | 16.64 | 19.51 | 22.51 | 24.12 | NA | NA | … | … | 16.12 | 22.26 | 18.73 | 18.47 | 28.37 | 26.15 | 47.30 | 15.75 | 16.39 | 11.82 | 17.49 | 14.96 | 12.97 | 13.48 | 16.02 | 32.77 | 20.98 | 33.37 | 38.64 | 20.94 |
| Draw Down(%) | NA | 9.80 | 25.76 | 30.18 | 47.27 | NA | NA | … | … | 9.80 | 21.77 | 10.34 | 14.15 | 19.58 | 14.75 | 46.01 | 12.02 | 25.52 | 6.64 | 13.32 | 14.46 | 11.54 | 6.28 | 13.15 | 30.52 | 18.72 | 35.49 | 46.44 | 8.76 |
| Yield(%) | 0.00 | 1.38 | 11.91 | 5.65 | 6.05 | 6.68 | 5.42 | … | … | 0.00 | 1.31 | 21.38 | 11.98 | 0.94 | 0.95 | 0.99 | 4.35 | 7.69 | 3.76 | 3.58 | 11.37 | 10.41 | 13.61 | 1.45 | 1.13 | 0.84 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/22/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRISX (FOUNDRY PARTNERS FUNDAMENTAL SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
-11.24%
Mar 2017 – Mar 2020 |
-3.60%
Mar 2015 – Mar 2020 |
2.96%
Mar 2010 – Mar 2020 |
4.41%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRISX (FOUNDRY PARTNERS FUNDAMENTAL SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
22.30%
Feb 2009 – Feb 2012 |
21.63%
Feb 2009 – Feb 2014 |
13.54%
Feb 2009 – Feb 2019 |
10.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart