BGSU Student Managed Fund
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Portfolio Value$769,424.66Academic YearBGSUS&P 500RelativeBetaAlphaSharpeTreynor3 YearReturnRelativeAlphaSharpeTreynor5 Year
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Portfolio Return0.10%2016 - 201718.09%16.43%1.66%0.922.94%2.220.19TotalAnnualized
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Benchmark Return-0.09%2017 - 201821.25%19.58%1.67%0.952.53%1.730.22
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Relative Performance
0.19%2018 - 20191.07%2.86%-1.79%1.02-1.78%0.01043.61%19.80%0.42%0.51%0.960.12
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2019 - 202022.57%22.65%-0.08%0.990.15%0.870.2949.82%25.09%-0.27%-0.06%0.710.16
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2020 - 2021
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Calendar YearBGSUS&P 500RelativeBetaAlphaSharpeTreynor3 YearReturnRelativeAlphaSharpeTreynor5 Year
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201720.29%21.76%-1.47%1.01-1.58%2.910.20TotalAnnualized
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2018-4.35%-4.38%0.03%1.03-0.13%-0.30-0.05
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201930.49%31.30%-0.81%1.04-1.63%2.290.2950.14%22.28%-0.83%-0.64%1.080.14
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202021.74%18.35%3.39%0.993.78%0.840.2951.95%26.14%0.99%1.01%0.720.17
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