Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THBIX (THOMSON HORTSMANN & BRYANT MICROCAP FUND INSTITUTIONAL CLASS SHARES) | -12.70% | -8.97% | -2.30% | 9.37% | 5.70% | NA | NA | 7.36% |
Data as of 04/30/2025, AR inception is 04/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THBIX (THOMSON HORTSMANN & BRYANT MICROCAP FUND INSTITUTIONAL CLASS SHARES) | 04/02/2012 | 04/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.01 | -8.97 | -2.30 | 9.37 | 5.70 | NA | NA | 7.36 | -12.70 | -39.64 | -13.25 | -21.43 | 6.31 | 28.81 | 12.18 | -6.38 | 10.97 | 33.04 | -9.75 | -7.01 | 51.50 | 5.81 |
| Sharpe Ratio | NA | -0.88 | -0.73 | -0.31 | -0.17 | NA | NA | -0.04 | -1.27 | -0.81 | -0.63 | -0.85 | 0.23 | 0.62 | 0.69 | -0.50 | 0.77 | 1.85 | -0.61 | -0.40 | 3.53 | 0.47 |
| Standard Deviation(%) | NA | 58.27 | 40.23 | 36.01 | 30.14 | NA | NA | 27.49 | 29.16 | 57.07 | 28.21 | 26.86 | 27.49 | 45.93 | 15.63 | 15.45 | 13.53 | 17.72 | 15.92 | 17.46 | 14.56 | 16.59 |
| Draw Down(%) | NA | 58.01 | 63.65 | 73.25 | 73.25 | NA | NA | 73.25 | 24.13 | 47.33 | 28.09 | 29.54 | 22.40 | 44.43 | 13.37 | 24.41 | 6.72 | 12.80 | 15.69 | 18.95 | 5.67 | 11.64 |
| Yield(%) | 0.00 | 45.10 | 19.75 | 21.71 | 12.31 | 11.67 | 8.75 | 13.46 | 0.00 | 43.82 | 26.78 | 0.00 | 11.42 | 0.00 | 0.60 | 3.08 | 12.84 | 0.00 | 0.00 | 5.52 | 2.25 | 0.95 |
Data as of 04/30/2025, AR inception is 04/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THBIX (THOMSON HORTSMANN & BRYANT MICROCAP FUND INSTITUTIONAL CLASS SHARES) |
-8.81%
Mar 2017 - Mar 2020 |
-1.76%
Mar 2015 - Mar 2020 |
4.70%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THBIX (THOMSON HORTSMANN & BRYANT MICROCAP FUND INSTITUTIONAL CLASS SHARES) |
25.18%
Mar 2020 - Mar 2023 |
20.84%
Feb 2016 - Feb 2021 |
11.33%
May 2012 - May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart