Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAIA (Gaia, Inc.) | -35.26% | -52.81% | -1.65% | -29.55% | -11.19% | -4.74% | -9.35% | … | … |
Data as of 06/05/2026, Common starting date is 10/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAIA (Gaia, Inc.) | 10/29/1999 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | -52.81 | -1.65 | -29.55 | -11.19 | -4.74 | -9.35 | … | … | -35.26 | -16.26 | 66.30 | 13.45 | -72.23 | -13.26 | 23.65 | -22.88 | -16.45 | 43.35 | 38.62 | -12.48 | 7.70 | 109.49 | -2.47 | -57.92 | 3.89 | 66.45 | -84.43 | 116.96 | 1.26 | 119.67 | 3.36 | -42.62 | -52.43 | 41.21 | -2.76 | 149.02 |
| Sharpe Ratio | NA | -0.97 | -0.10 | -0.50 | -0.23 | NA | NA | … | … | -1.06 | -0.30 | 1.14 | 0.14 | -1.12 | -0.27 | 0.33 | -0.44 | -0.41 | 1.43 | 0.93 | -0.36 | 0.20 | 2.08 | -0.06 | -1.19 | 0.08 | 0.98 | -0.99 | 2.39 | -0.04 | 2.19 | 0.04 | -0.58 | -0.96 | 0.63 | -0.12 | 181.41 |
| Standard Deviation(%) | NA | 60.57 | 57.47 | 60.29 | 56.04 | NA | NA | … | … | 64.70 | 64.20 | 51.09 | 65.74 | 66.08 | 50.03 | 70.76 | 55.19 | 43.84 | 29.94 | 41.38 | 34.95 | 38.63 | 52.60 | 43.74 | 48.79 | 48.83 | 67.99 | 85.84 | 47.99 | 45.08 | 53.62 | 57.29 | 75.20 | 55.54 | 63.02 | 56.56 | 115.16 |
| Draw Down(%) | NA | 62.78 | 63.93 | 85.00 | 90.83 | NA | NA | … | … | 40.41 | 47.60 | 31.89 | 44.21 | 77.02 | 44.91 | 52.78 | 53.66 | 57.85 | 14.79 | 27.88 | 24.45 | 25.86 | 19.67 | 42.06 | 60.82 | 43.02 | 45.89 | 88.98 | 22.95 | 46.34 | 14.63 | 30.51 | 63.36 | 63.83 | 36.39 | 37.50 | 16.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.95 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAIA (Gaia, Inc.) |
-41.17%
Mar 2006 – Mar 2009 |
-35.64%
Dec 2007 – Dec 2012 |
-17.05%
Dec 2001 – Dec 2011 |
-15.28%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAIA (Gaia, Inc.) |
68.99%
Dec 2004 – Dec 2007 |
36.32%
Feb 2003 – Feb 2008 |
14.31%
Feb 2009 – Feb 2019 |
9.23%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart