Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THBVX (THOMSON HORTSMANN & BRYANT MICROCAP FUND INVESTOR CLASS SHARES) | -12.95% | -9.56% | -2.79% | 6.52% | 4.08% | NA | NA | 5.98% |
Data as of 04/30/2025, AR inception is 04/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THBVX (THOMSON HORTSMANN & BRYANT MICROCAP FUND INVESTOR 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 (%) | 1.90 | -9.56 | -2.79 | 6.52 | 4.08 | NA | NA | 5.98 | -12.95 | -43.49 | -15.27 | -21.82 | 5.30 | 28.27 | 11.68 | -6.75 | 10.46 | 32.31 | -10.14 | -7.49 | 50.84 | 5.60 |
| Sharpe Ratio | NA | -0.86 | -0.73 | -0.35 | -0.20 | NA | NA | -0.08 | -1.30 | -0.80 | -0.67 | -0.87 | 0.19 | 0.61 | 0.66 | -0.52 | 0.73 | 1.80 | -0.64 | -0.43 | 3.44 | 0.46 |
| Standard Deviation(%) | NA | 63.84 | 43.20 | 38.05 | 31.39 | NA | NA | 28.54 | 28.94 | 62.74 | 29.40 | 26.82 | 27.74 | 45.93 | 15.61 | 15.49 | 13.55 | 17.80 | 15.89 | 17.51 | 14.79 | 16.47 |
| Draw Down(%) | NA | 60.57 | 66.81 | 75.91 | 75.91 | NA | NA | 75.91 | 24.14 | 50.49 | 29.81 | 29.80 | 23.07 | 44.47 | 13.57 | 24.51 | 6.76 | 12.91 | 15.88 | 19.22 | 5.67 | 11.64 |
| Yield(%) | 0.00 | 48.94 | 20.81 | 18.64 | 10.65 | 10.08 | 7.56 | 11.63 | 0.00 | 47.51 | 28.32 | 0.00 | 0.00 | 0.00 | 0.62 | 3.16 | 13.10 | 0.00 | 0.00 | 5.54 | 2.25 | 0.74 |
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 |
|---|---|---|---|---|
| THBVX (THOMSON HORTSMANN & BRYANT MICROCAP FUND INVESTOR CLASS SHARES) |
-10.23%
Apr 2021 - Apr 2024 |
-2.22%
Mar 2015 - Mar 2020 |
3.09%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THBVX (THOMSON HORTSMANN & BRYANT MICROCAP FUND INVESTOR CLASS SHARES) |
20.26%
Mar 2020 - Mar 2023 |
20.33%
Feb 2016 - Feb 2021 |
9.65%
May 2012 - May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart