Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 06/27/2019.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IBSCX (IRONBRIDGE SMALL CAP FUND IRONBRIDGE SMALL CAP FUND) | NA | 2.92% | 12.57% | 7.17% | 12.01% | 8.35% | NA | 10.92% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBSCX (IRONBRIDGE SMALL CAP FUND IRONBRIDGE SMALL CAP FUND) | 11/13/2002 | 06/27/2019 |
The return data shown below all have the same latest date: 06/27/2019.
AR inception is since 11/13/2002.
AR inception is since 11/13/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.96 | 2.92 | 12.57 | 7.17 | 12.01 | 8.35 | NA | 10.92 | 18.29 | -4.97 | 10.43 | 13.71 | -2.77 | 6.16 | 33.26 | 13.20 | -3.79 | 23.45 | 24.53 | -31.75 | 10.01 | 15.57 | 4.09 | 18.79 | 43.80 | 4.63 |
| Sharpe Ratio | NA | 0.08 | 0.83 | 0.41 | 0.63 | NA | NA | 0.45 | 2.69 | -0.37 | 0.92 | 0.85 | -0.13 | 0.42 | 2.50 | 0.83 | -0.12 | 1.06 | 0.77 | -0.75 | 0.39 | 0.79 | 0.12 | 1.02 | 2.67 | 2.16 |
| Standard Deviation(%) | NA | 16.56 | 13.91 | 16.09 | 18.68 | NA | NA | 21.40 | 14.70 | 16.90 | 10.66 | 15.80 | 20.87 | 14.62 | 13.30 | 15.99 | 31.27 | 21.95 | 31.74 | 43.30 | 17.87 | 15.70 | 15.73 | 17.58 | 16.14 | 19.48 |
| Draw Down(%) | NA | 23.29 | 23.29 | 23.29 | 26.83 | NA | NA | 55.86 | 7.08 | 23.29 | 5.50 | 13.69 | 12.63 | 11.08 | 6.20 | 12.56 | 26.83 | 17.75 | 31.39 | 49.28 | 11.20 | 13.35 | 13.81 | 14.11 | 10.70 | 4.30 |
| Yield(%) | 0.00 | 27.63 | 18.67 | 13.48 | 15.08 | 10.12 | 11.87 | 14.83 | 0.00 | 29.97 | 19.32 | 4.14 | 8.42 | 19.69 | 5.25 | 7.65 | 0.96 | 0.22 | 0.37 | 4.24 | 12.00 | 9.84 | 1.06 | 6.93 | 3.19 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBSCX (IRONBRIDGE SMALL CAP FUND IRONBRIDGE SMALL CAP FUND) |
-13.59%
Feb 2006 - Feb 2009 |
-4.12%
Feb 2004 - Feb 2009 |
5.69%
Feb 2006 - Feb 2016 |
7.48%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBSCX (IRONBRIDGE SMALL CAP FUND IRONBRIDGE SMALL CAP FUND) |
28.04%
Feb 2009 - Feb 2012 |
23.88%
Feb 2009 - Feb 2014 |
14.93%
Feb 2009 - Feb 2019 |
10.94%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart