VLEQX vs. BQMGX
Compare and contrast key facts about Villere Equity Fund (VLEQX) and Bright Rock Mid Cap Growth Fund (BQMGX).
VLEQX is managed by Villere. It was launched on May 31, 2013. BQMGX is managed by Bright Rock. It was launched on May 26, 2010.
Performance
VLEQX vs. BQMGX - Performance Comparison
Loading graphics...
VLEQX vs. BQMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VLEQX Villere Equity Fund | -0.45% | 0.26% | 1.50% | 11.37% | -24.50% | 5.80% | 14.77% | 24.50% | -6.98% | 7.34% |
BQMGX Bright Rock Mid Cap Growth Fund | -5.31% | -0.29% | 14.16% | 13.00% | -19.44% | 23.02% | 19.62% | 32.05% | -6.68% | 22.16% |
Returns By Period
In the year-to-date period, VLEQX achieves a -0.45% return, which is significantly higher than BQMGX's -5.31% return. Over the past 10 years, VLEQX has underperformed BQMGX with an annualized return of 3.29%, while BQMGX has yielded a comparatively higher 8.92% annualized return.
VLEQX
- 1D
- 1.85%
- 1M
- -5.01%
- YTD
- -0.45%
- 6M
- -0.19%
- 1Y
- 1.46%
- 3Y*
- 1.12%
- 5Y*
- -3.25%
- 10Y*
- 3.29%
BQMGX
- 1D
- 1.78%
- 1M
- -7.93%
- YTD
- -5.31%
- 6M
- -7.79%
- 1Y
- -1.87%
- 3Y*
- 4.14%
- 5Y*
- 3.34%
- 10Y*
- 8.92%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VLEQX vs. BQMGX - Expense Ratio Comparison
VLEQX has a 1.22% expense ratio, which is higher than BQMGX's 1.07% expense ratio.
Return for Risk
VLEQX vs. BQMGX — Risk / Return Rank
VLEQX
BQMGX
VLEQX vs. BQMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Villere Equity Fund (VLEQX) and Bright Rock Mid Cap Growth Fund (BQMGX). 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.
| VLEQX | BQMGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.08 | -0.09 | +0.17 |
Sortino ratioReturn per unit of downside risk | 0.24 | -0.01 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.00 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.14 | -0.05 | +0.19 |
Martin ratioReturn relative to average drawdown | 0.49 | -0.14 | +0.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VLEQX | BQMGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.08 | -0.09 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.17 | 0.20 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.50 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.50 | -0.42 |
Correlation
The correlation between VLEQX and BQMGX is 0.84, 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
VLEQX vs. BQMGX - Dividend Comparison
VLEQX's dividend yield for the trailing twelve months is around 0.54%, less than BQMGX's 4.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLEQX Villere Equity Fund | 0.54% | 0.54% | 0.40% | 4.64% | 2.88% | 8.24% | 0.73% | 0.17% | 0.34% | 0.00% | 0.11% | 1.76% |
BQMGX Bright Rock Mid Cap Growth Fund | 4.35% | 4.12% | 5.99% | 0.00% | 5.90% | 8.05% | 5.27% | 3.50% | 0.00% | 0.08% | 1.07% | 5.80% |
Drawdowns
VLEQX vs. BQMGX - Drawdown Comparison
The maximum VLEQX drawdown since its inception was -35.60%, roughly equal to the maximum BQMGX drawdown of -36.05%. Use the drawdown chart below to compare losses from any high point for VLEQX and BQMGX.
Loading graphics...
Drawdown Indicators
| VLEQX | BQMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.60% | -36.05% | +0.45% |
Max Drawdown (1Y)Largest decline over 1 year | -11.43% | -11.62% | +0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -33.46% | -25.92% | -7.54% |
Max Drawdown (10Y)Largest decline over 10 years | -35.60% | -36.05% | +0.45% |
Current DrawdownCurrent decline from peak | -19.59% | -11.07% | -8.52% |
Average DrawdownAverage peak-to-trough decline | -12.40% | -5.83% | -6.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 3.85% | -0.48% |
Volatility
VLEQX vs. BQMGX - Volatility Comparison
The current volatility for Villere Equity Fund (VLEQX) is 4.03%, while Bright Rock Mid Cap Growth Fund (BQMGX) has a volatility of 4.65%. This indicates that VLEQX experiences smaller price fluctuations and is considered to be less risky than BQMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VLEQX | BQMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.03% | 4.65% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 8.50% | 9.05% | -0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.35% | 15.98% | +0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.30% | 16.84% | +2.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.25% | 17.97% | +1.28% |