Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IBSMX (IRONBRIDGE SMID CAP FUND IRONBRIDGE SMID CAP FUND) | NA | 5.26% | 13.11% | 7.58% | 12.30% | NA | NA | 7.97% |
Data as of 06/27/2019, AR inception is 03/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBSMX (IRONBRIDGE SMID CAP FUND IRONBRIDGE SMID CAP FUND) | 03/07/2005 | 06/27/2019 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.88 | 5.26 | 13.11 | 7.58 | 12.30 | NA | NA | 7.97 | 20.21 | -4.89 | 13.66 | 12.28 | -0.87 | 3.66 | 31.38 | 12.69 | -2.81 | 25.64 | 26.49 | -33.66 | 10.53 | 9.35 | 6.39 |
| Sharpe Ratio | NA | 0.23 | 0.90 | 0.49 | 0.71 | NA | NA | 0.34 | 3.15 | -0.36 | 1.38 | 0.80 | -0.06 | 0.27 | 2.46 | 0.84 | -0.10 | 1.26 | 0.89 | -0.83 | 0.48 | 0.47 | 0.43 |
| Standard Deviation(%) | NA | 16.37 | 13.47 | 14.29 | 17.09 | NA | NA | 20.32 | 14.02 | 17.03 | 9.49 | 15.00 | 15.01 | 13.75 | 12.75 | 15.09 | 28.79 | 20.35 | 29.68 | 41.54 | 15.80 | 12.86 | 12.72 |
| Draw Down(%) | NA | 24.09 | 24.09 | 24.09 | 26.37 | NA | NA | 52.51 | 5.39 | 24.09 | 4.91 | 12.91 | 10.41 | 11.16 | 6.40 | 11.91 | 26.37 | 15.43 | 26.26 | 48.44 | 9.67 | 13.50 | 8.64 |
| Yield(%) | 0.00 | 11.91 | 14.44 | 11.25 | 13.00 | 7.98 | 5.98 | 8.54 | 0.00 | 12.82 | 14.53 | 18.17 | 5.96 | 19.70 | 6.40 | 3.90 | 2.44 | 0.39 | 0.37 | 0.74 | 10.02 | 1.40 | 0.00 |
Data as of 06/27/2019, AR inception is 03/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBSMX (IRONBRIDGE SMID CAP FUND IRONBRIDGE SMID CAP FUND) |
-14.05%
Feb 2006 - Feb 2009 |
0.16%
May 2007 - May 2012 |
5.17%
Feb 2006 - Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBSMX (IRONBRIDGE SMID CAP FUND IRONBRIDGE SMID CAP FUND) |
26.18%
Feb 2009 - Feb 2012 |
22.88%
Feb 2009 - Feb 2014 |
14.56%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart