Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GBPIX (GLOBAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 8.89% | 10.00% | 10.99% | 9.23% | NA | NA | NA | 8.29% |
Data as of 08/01/2025, AR inception is 11/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBPIX (GLOBAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 11/01/2016 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.89 | 10.00 | 10.99 | 9.23 | NA | NA | NA | 8.29 | 8.89 | 9.36 | 15.88 | -12.63 | 13.13 | 3.46 | 13.66 | -6.57 | 23.07 | 2.57 |
| Sharpe Ratio | NA | 0.43 | 0.57 | 0.58 | NA | NA | NA | 0.48 | 0.71 | 0.51 | 1.11 | -1.08 | 1.16 | 0.18 | 1.34 | -0.71 | 2.87 | 1.59 |
| Standard Deviation(%) | NA | 15.79 | 13.31 | 12.76 | NA | NA | NA | 12.31 | 18.00 | 11.19 | 11.06 | 13.08 | 11.33 | 17.46 | 9.09 | 11.18 | 7.84 | 10.41 |
| Draw Down(%) | NA | 14.60 | 14.60 | 21.14 | NA | NA | NA | 24.37 | 14.60 | 7.57 | 10.30 | 20.40 | 4.60 | 24.37 | 6.02 | 13.82 | 2.29 | 2.15 |
| Yield(%) | 0.00 | 11.84 | 6.10 | 6.81 | 4.90 | 3.27 | 2.45 | 6.12 | 0.32 | 13.48 | 2.34 | 0.66 | 11.34 | 3.10 | 2.64 | 4.80 | 2.44 | 0.00 |
Data as of 08/01/2025, AR inception is 11/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBPIX (GLOBAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
-0.74%
Oct 2017 - Oct 2020 |
0.90%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBPIX (GLOBAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
12.04%
Jun 2022 - Jun 2025 |
10.31%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart