Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BEQAX (EQUITY GROWTH FUND A CLASS) | -8.15% | 7.22% | 4.07% | 2.50% | 4.33% | 7.39% | 6.04% | 5.19% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEQAX (EQUITY GROWTH FUND A CLASS) | 12/18/1997 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/18/1997.
AR inception is since 12/18/1997.
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.17 | 7.22 | 4.07 | 2.50 | 4.33 | 7.39 | 6.04 | 5.19 | -8.15 | 24.42 | 24.02 | -28.71 | -1.39 | 2.27 | 28.11 | -6.30 | 21.54 | 9.36 | -4.32 | 12.81 | 32.63 | 16.00 | 3.85 | 14.57 | 19.75 | -34.89 | 3.16 | 13.87 | 6.99 | 13.42 | 30.06 | -20.51 | -11.34 | -11.26 | 18.28 | 25.14 | -8.90 |
| Sharpe Ratio | NA | 0.04 | -0.02 | 0.01 | 0.13 | NA | NA | 0.18 | -0.92 | 1.34 | 1.55 | -1.23 | -0.05 | 0.06 | 2.07 | -0.42 | 2.87 | 0.68 | -0.28 | 1.11 | 2.92 | 1.23 | 0.16 | 0.78 | 0.74 | -0.90 | 0.01 | 0.96 | 0.43 | 1.10 | 1.76 | -0.85 | -0.66 | -0.67 | 0.86 | 1.08 | -1.27 |
| Standard Deviation(%) | NA | 19.84 | 18.78 | 21.46 | 20.07 | NA | NA | 20.19 | 29.04 | 13.26 | 12.85 | 24.45 | 26.82 | 34.54 | 12.92 | 18.06 | 7.33 | 13.49 | 15.47 | 11.57 | 11.17 | 13.09 | 23.56 | 18.66 | 26.56 | 39.65 | 16.68 | 11.07 | 11.22 | 11.36 | 16.72 | 25.46 | 21.05 | 22.99 | 17.53 | 20.16 | 77.51 |
| Draw Down(%) | NA | 20.69 | 21.52 | 45.24 | 45.24 | NA | NA | 54.61 | 20.46 | 9.78 | 9.04 | 29.87 | 24.39 | 31.94 | 7.45 | 20.94 | 2.25 | 11.47 | 13.34 | 8.38 | 5.26 | 10.86 | 19.01 | 16.16 | 27.95 | 45.64 | 11.51 | 8.73 | 7.24 | 7.23 | 13.00 | 32.05 | 27.73 | 20.05 | 10.40 | 22.85 | 13.06 |
| Yield(%) | 0.00 | 0.32 | 0.70 | 0.65 | 4.30 | 6.54 | 5.52 | 4.84 | 0.00 | 0.42 | 1.20 | 0.76 | 0.33 | 0.82 | 11.83 | 10.76 | 10.93 | 1.45 | 7.09 | 12.88 | 6.57 | 1.75 | 1.19 | 0.89 | 1.27 | 0.93 | 8.75 | 4.03 | 1.19 | 0.72 | 0.80 | 0.54 | 0.32 | 5.99 | 2.49 | 5.44 | 0.30 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEQAX (EQUITY GROWTH FUND A CLASS) |
-15.82%
Mar 2000 - Mar 2003 |
-6.17%
Feb 2004 - Feb 2009 |
-2.98%
Feb 1999 - Feb 2009 |
3.47%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEQAX (EQUITY GROWTH FUND A CLASS) |
24.49%
Feb 2009 - Feb 2012 |
22.15%
Feb 2009 - Feb 2014 |
15.09%
Feb 2009 - Feb 2019 |
10.51%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart