Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GBCEY (Globe Trade Centre SA ADR) | NA | 3.66% | -11.00% | -1.59% | NA | NA | NA | 0.95% |
Data as of 05/04/2023, AR inception is 05/13/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBCEY (Globe Trade Centre SA ADR) | 05/13/2015 | 05/04/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.66 | -11.00 | -1.59 | NA | NA | NA | 0.95 | 0.00 | 8.11 | -9.44 | -14.08 | 5.01 | 4.49 | 12.24 | 2.28 | 0.83 |
| Sharpe Ratio | NA | 0.18 | -0.48 | -0.13 | NA | NA | NA | 0.00 | 0.00 | 1.22 | -0.95 | -0.31 | 0.74 | 0.72 | 1.01 | 0.92 | 1.22 |
| Standard Deviation(%) | NA | 3.60 | 25.12 | 21.23 | NA | NA | NA | 17.31 | NA | 5.53 | 9.92 | 45.55 | 4.89 | 4.40 | 11.57 | 2.25 | 1.03 |
| Draw Down(%) | NA | 0.00 | 41.60 | 41.60 | NA | NA | NA | 41.60 | 0.00 | 0.00 | 9.44 | 41.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.53 | 0.80 | 2.39 | 1.45 | 0.97 | 0.73 | 2.07 | 0.00 | 3.68 | 0.00 | 0.00 | 4.77 | 4.30 | 0.00 | 0.00 | 0.82 |
Data as of 05/04/2023, AR inception is 05/13/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBCEY (Globe Trade Centre SA ADR) |
-11.00%
Feb 2020 - Feb 2023 |
-2.57%
Oct 2015 - Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBCEY (Globe Trade Centre SA ADR) |
9.40%
Feb 2017 - Feb 2020 |
1.76%
Jun 2015 - Jun 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart