BVALX vs. PSECX
Compare and contrast key facts about Brown Advisory - Beutel Goodman Large-Cap Value Fund (BVALX) and 1789 Growth and Income Fund (PSECX).
BVALX is managed by Brown Advisory Funds. It was launched on Feb 13, 2018. PSECX is managed by Pinnacle Capital Management. It was launched on Jan 21, 2011.
Performance
BVALX vs. PSECX - Performance Comparison
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BVALX vs. PSECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BVALX Brown Advisory - Beutel Goodman Large-Cap Value Fund | -5.38% | 5.26% | 11.49% | 12.30% | 2.07% | 14.73% | 11.54% | 31.28% | -7.81% |
PSECX 1789 Growth and Income Fund | -2.01% | 8.04% | 14.49% | 10.64% | -10.66% | 25.43% | 0.78% | 23.99% | -4.89% |
Returns By Period
In the year-to-date period, BVALX achieves a -5.38% return, which is significantly lower than PSECX's -2.01% return.
BVALX
- 1D
- -0.51%
- 1M
- -9.49%
- YTD
- -5.38%
- 6M
- -3.04%
- 1Y
- 2.04%
- 3Y*
- 6.76%
- 5Y*
- 5.99%
- 10Y*
- —
PSECX
- 1D
- -0.05%
- 1M
- -7.25%
- YTD
- -2.01%
- 6M
- -3.71%
- 1Y
- 6.71%
- 3Y*
- 9.78%
- 5Y*
- 7.18%
- 10Y*
- 6.86%
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BVALX vs. PSECX - Expense Ratio Comparison
BVALX has a 0.55% expense ratio, which is lower than PSECX's 2.02% expense ratio.
Return for Risk
BVALX vs. PSECX — Risk / Return Rank
BVALX
PSECX
BVALX vs. PSECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Advisory - Beutel Goodman Large-Cap Value Fund (BVALX) and 1789 Growth and Income Fund (PSECX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BVALX | PSECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.17 | 0.59 | -0.42 |
Sortino ratioReturn per unit of downside risk | 0.38 | 0.93 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.12 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.13 | 0.82 | -0.69 |
Martin ratioReturn relative to average drawdown | 0.49 | 3.31 | -2.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BVALX | PSECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.17 | 0.59 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.61 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.53 | -0.05 |
Correlation
The correlation between BVALX and PSECX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BVALX vs. PSECX - Dividend Comparison
BVALX's dividend yield for the trailing twelve months is around 6.84%, more than PSECX's 0.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BVALX Brown Advisory - Beutel Goodman Large-Cap Value Fund | 6.84% | 6.47% | 8.20% | 1.78% | 3.62% | 9.06% | 3.14% | 2.95% | 2.13% | 0.00% | 0.00% | 0.00% |
PSECX 1789 Growth and Income Fund | 0.87% | 0.85% | 3.88% | 2.71% | 4.60% | 1.53% | 0.27% | 1.16% | 6.78% | 0.59% | 0.31% | 5.12% |
Drawdowns
BVALX vs. PSECX - Drawdown Comparison
The maximum BVALX drawdown since its inception was -32.88%, which is greater than PSECX's maximum drawdown of -31.13%. Use the drawdown chart below to compare losses from any high point for BVALX and PSECX.
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Drawdown Indicators
| BVALX | PSECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.88% | -31.13% | -1.75% |
Max Drawdown (1Y)Largest decline over 1 year | -12.19% | -8.36% | -3.83% |
Max Drawdown (5Y)Largest decline over 5 years | -19.90% | -18.47% | -1.43% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.13% | — |
Current DrawdownCurrent decline from peak | -10.09% | -7.44% | -2.65% |
Average DrawdownAverage peak-to-trough decline | -4.32% | -3.90% | -0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 2.07% | +1.25% |
Volatility
BVALX vs. PSECX - Volatility Comparison
Brown Advisory - Beutel Goodman Large-Cap Value Fund (BVALX) has a higher volatility of 3.95% compared to 1789 Growth and Income Fund (PSECX) at 3.06%. This indicates that BVALX's price experiences larger fluctuations and is considered to be riskier than PSECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BVALX | PSECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 3.06% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 7.60% | +2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.92% | 13.13% | +4.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.65% | 11.90% | +3.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 13.17% | +5.14% |