Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRSVX (FOUNDRY PARTNERS FUNDAMENTAL SMALL CAP VALUE FUND INVESTOR CLASS) | 19.31% | 35.72% | 16.11% | 3.42% | 7.02% | 7.11% | 6.61% | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRSVX (FOUNDRY PARTNERS FUNDAMENTAL SMALL CAP VALUE FUND INVESTOR CLASS) | 01/02/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.49 | 35.72 | 16.11 | 3.42 | 7.02 | 7.11 | 6.61 | … | … | 19.31 | 7.88 | 3.48 | 16.49 | -13.14 | 14.50 | -1.97 | 22.52 | -16.58 | 7.53 | 29.02 | -4.94 | 4.47 | 38.46 | 15.44 | -18.65 | 19.73 | 30.95 | -26.99 | 0.99 | 30.70 | 7.07 | 28.85 |
| Sharpe Ratio | NA | 1.88 | 0.65 | 0.03 | 0.22 | NA | NA | … | … | 2.77 | 0.23 | -0.01 | 0.70 | -0.52 | 0.55 | -0.05 | 1.33 | -1.10 | 0.58 | 1.64 | -0.33 | 0.34 | 2.83 | 0.96 | -0.57 | 0.94 | 0.92 | -0.72 | -0.13 | 1.77 | 0.33 | 2.14 |
| Standard Deviation(%) | NA | 16.68 | 19.51 | 22.52 | 24.13 | NA | NA | … | … | 16.23 | 22.24 | 18.72 | 18.45 | 28.39 | 26.18 | 47.34 | 15.77 | 16.37 | 11.81 | 17.58 | 15.04 | 12.98 | 13.56 | 16.08 | 32.89 | 20.94 | 33.36 | 38.79 | 16.66 | 15.46 | 14.66 | 13.11 |
| Draw Down(%) | NA | 9.82 | 25.81 | 30.48 | 47.47 | NA | NA | … | … | 9.82 | 21.84 | 10.37 | 14.17 | 19.74 | 14.83 | 46.02 | 12.16 | 25.54 | 6.67 | 13.37 | 14.56 | 11.63 | 6.35 | 13.23 | 30.70 | 18.75 | 34.64 | 46.47 | 11.63 | 13.35 | 9.89 | 9.49 |
| Yield(%) | 0.00 | 1.09 | 11.70 | 5.46 | 5.78 | 6.43 | 6.16 | … | … | 0.00 | 1.03 | 21.22 | 11.75 | 0.70 | 0.61 | 0.75 | 4.05 | 7.44 | 3.51 | 3.27 | 11.15 | 10.19 | 13.35 | 1.45 | 0.86 | 0.77 | 0.98 | 0.69 | 0.20 | 0.32 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRSVX (FOUNDRY PARTNERS FUNDAMENTAL SMALL CAP VALUE FUND INVESTOR CLASS) |
-12.31%
Feb 2006 – Feb 2009 |
-3.85%
Mar 2015 – Mar 2020 |
2.72%
Mar 2010 – Mar 2020 |
4.21%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRSVX (FOUNDRY PARTNERS FUNDAMENTAL SMALL CAP VALUE FUND INVESTOR CLASS) |
22.85%
May 2004 – May 2007 |
21.37%
Feb 2009 – Feb 2014 |
13.26%
Feb 2009 – Feb 2019 |
10.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart