Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BARLX (BEACON ACCELERATED RETURN STRATEGY FUND INSTITUTIONAL CLASS) | NA | -19.35% | 5.49% | -2.39% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 10/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BARLX (BEACON ACCELERATED RETURN STRATEGY FUND INSTITUTIONAL CLASS) | 10/10/2017 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -19.35 | 5.49 | -2.39 | NA | NA | NA | … | … | -0.86 | -10.03 | 26.00 | -17.78 | -6.88 | 4.17 | 29.33 | -6.36 | 4.45 |
| Sharpe Ratio | NA | -0.93 | 0.12 | -0.23 | NA | NA | NA | … | … | -1.05 | -0.56 | 1.74 | -0.81 | -0.29 | 0.13 | 2.12 | -0.48 | 5.11 |
| Standard Deviation(%) | NA | 24.11 | 17.62 | 20.03 | NA | NA | NA | … | … | 3.99 | 24.37 | 12.96 | 23.70 | 23.92 | 31.17 | 13.16 | 16.04 | 4.07 |
| Draw Down(%) | NA | 22.22 | 22.22 | 38.17 | NA | NA | NA | … | … | 3.65 | 22.14 | 7.45 | 24.00 | 21.39 | 31.04 | 8.32 | 19.93 | 0.89 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.92 | 1.28 | 0.96 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.26 | 13.61 | 0.65 |
Data as of 09/23/2025, Common starting date is 10/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BARLX (BEACON ACCELERATED RETURN STRATEGY FUND INSTITUTIONAL CLASS) |
-7.68%
Sep 2019 – Sep 2022 |
-3.23%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BARLX (BEACON ACCELERATED RETURN STRATEGY FUND INSTITUTIONAL CLASS) |
11.86%
Oct 2018 – Oct 2021 |
5.38%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart