Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GBDMF (Global Dominion Access S.A) | NA | 25.33% | 9.72% | -7.89% | NA | NA | NA | -7.89% |
Data as of 07/10/2023, AR inception is 07/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBDMF (Global Dominion Access S.A) | 07/02/2018 | 07/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.33 | 9.72 | -7.89 | NA | NA | NA | -7.89 | 3.41 | 25.38 | 1.87 | -28.31 | -30.00 | 0.00 |
| Sharpe Ratio | NA | 1.18 | 0.78 | -0.37 | NA | NA | NA | -0.37 | 0.47 | 1.30 | 1.39 | -0.71 | -0.98 | 0.00 |
| Standard Deviation(%) | NA | 18.55 | 10.92 | 24.45 | NA | NA | NA | 24.40 | 4.69 | 18.56 | 1.33 | 39.89 | 32.05 | NA |
| Draw Down(%) | NA | 4.68 | 4.68 | 51.09 | NA | NA | NA | 51.09 | 0.00 | 4.68 | 0.00 | 32.75 | 30.00 | 0.00 |
| Yield(%) | 3.30 | 4.00 | 3.07 | 1.15 | 0.58 | 0.38 | 0.29 | 1.15 | 3.30 | 3.35 | 1.86 | 1.82 | 0.00 | 0.00 |
Data as of 07/10/2023, AR inception is 07/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBDMF (Global Dominion Access S.A) |
-20.04%
Aug 2018 - Aug 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBDMF (Global Dominion Access S.A) |
9.43%
Mar 2020 - Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart