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BFS Equity Fund (BFSAX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jul 11, 2026

The investment seeks long-term appreciation through growth of principal and income. The fund will invest primarily in large capitalization common stocks that in the opinion of the fund's adviser, Bradley, Foster & Sargent, Inc. (the "Adviser"), appear to be high quality and attractively valued companies. Equity securities in which the fund may invest include common stocks and common stock equivalents and shares of other investment companies (including open-end and closed-end funds and exchange-traded funds ("ETFs")) whose portfolios primarily consist of equity securities.

Sharpe ratio is not yet available for BFSAX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares BFS Equity Fund's Sharpe Ratio with other mutual funds in the Large Cap Blend Equities category across multiple time periods, showing how BFSAX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 11, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
VPCCXVanguard PRIMECAP Core Fund2.83
POGRXPRIMECAP Odyssey Growth Fund2.76
VPMAXVanguard PRIMECAP Fund Admiral Shares2.74
SVPFXGoldman Sachs Strategic Volatility Premium Fund2.65
GTLOXGlenmede Quantitative U.S. Large Cap Core Equity Portfolio2.52
MISEXMidas Magic2.45
QCELXAQR Large Cap Multi-Style Fund2.41
POSKXPrimeCap Odyssey Stock Fund2.40
STFGXState Farm Growth Fund2.36
AMFEXAAMA Equity Fund2.35
BFSAXBFS Equity Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows BFSAX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when BFSAX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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How does BFSAX fit in your portfolio?

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