Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GBTFX (ALL AMERICAN EQUITY FUND ALL AMERICAN EQUITY FUND) | NA | -4.68% | 2.10% | 2.25% | 5.28% | 4.25% | 2.75% | 6.34% |
Data as of 12/24/2020, AR inception is 02/03/1982
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBTFX (ALL AMERICAN EQUITY FUND ALL AMERICAN EQUITY FUND) | 02/03/1982 | 12/24/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.80 | -4.68 | 2.10 | 2.25 | 5.28 | 4.25 | 2.75 | 6.34 | -4.54 | 18.97 | -6.07 | 5.89 | -0.14 | -4.27 | 2.01 | 35.55 | 11.80 | 0.14 | 15.92 | 13.75 | -39.72 | 27.03 | 10.95 | 11.83 | 5.05 | 31.31 | -26.59 | -19.05 | -18.81 | 14.61 | 28.84 | 30.30 | 22.28 | 30.86 | -15.75 | 8.43 | 5.62 | 26.65 | -11.26 | 16.79 | -3.12 | 0.61 | 11.26 | 24.01 | 2.74 | 11.06 | 23.98 |
| Sharpe Ratio | NA | -0.16 | 0.06 | 0.09 | 0.30 | NA | NA | 0.22 | -0.15 | 1.60 | -0.56 | 0.72 | -0.03 | -0.29 | 0.15 | 3.05 | 0.96 | 0.00 | 0.93 | 0.49 | -1.34 | 1.19 | 0.53 | 0.74 | 0.32 | 2.01 | -1.25 | -1.10 | -1.03 | 0.69 | 1.44 | 1.63 | 1.66 | 3.90 | -1.20 | 0.74 | 0.33 | 1.61 | -1.23 | 0.88 | -0.57 | -0.16 | 0.59 | 2.38 | -0.42 | 0.61 | 1.57 |
| Standard Deviation(%) | NA | 31.44 | 20.72 | 17.24 | 16.35 | NA | NA | 16.31 | 31.68 | 10.99 | 13.33 | 7.34 | 11.94 | 14.66 | 13.13 | 11.63 | 12.35 | 22.69 | 17.08 | 28.14 | 30.32 | 20.29 | 14.46 | 13.06 | 12.75 | 15.23 | 22.23 | 19.70 | 22.08 | 16.56 | 17.66 | 16.40 | 11.20 | 6.93 | 15.56 | 8.60 | 9.58 | 14.15 | 13.44 | 12.56 | 13.71 | 21.32 | 11.97 | 7.90 | 9.37 | 8.16 | 12.26 |
| Draw Down(%) | NA | 33.74 | 33.74 | 33.74 | 33.74 | NA | NA | 56.43 | 33.74 | 7.63 | 16.86 | 5.37 | 9.75 | 12.69 | 10.15 | 5.42 | 10.31 | 20.41 | 12.77 | 23.25 | 45.06 | 15.83 | 17.09 | 7.86 | 13.70 | 10.85 | 31.21 | 30.81 | 24.31 | 12.05 | 17.11 | 9.54 | 6.38 | 2.73 | 17.85 | 4.79 | 6.07 | 5.67 | 19.62 | 14.64 | 8.75 | 30.45 | 13.04 | 7.07 | 12.95 | 8.44 | 8.77 |
| Yield(%) | 0.77 | 0.73 | 2.35 | 1.52 | 5.35 | 4.89 | 3.41 | 10.36 | 0.73 | 2.22 | 4.30 | 0.07 | 0.16 | 11.15 | 15.75 | 8.37 | 0.00 | 0.13 | 0.00 | 0.62 | 0.02 | 12.55 | 14.42 | 2.47 | 0.00 | 0.00 | 0.00 | 0.21 | 18.45 | 2.27 | 4.67 | 3.15 | 5.51 | 2.41 | 1.86 | 2.36 | 1.15 | 0.80 | 1.76 | 3.65 | 2.27 | 3.43 | 2.49 | 2.54 | 2.68 | 0.96 | 3.44 |
Data as of 12/24/2020, AR inception is 02/03/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBTFX (ALL AMERICAN EQUITY FUND ALL AMERICAN EQUITY FUND) |
-22.25%
Mar 2000 - Mar 2003 |
-9.14%
Mar 1998 - Mar 2003 |
-4.94%
Feb 1999 - Feb 2009 |
1.21%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBTFX (ALL AMERICAN EQUITY FUND ALL AMERICAN EQUITY FUND) |
30.12%
Mar 1995 - Mar 1998 |
25.22%
Dec 1994 - Dec 1999 |
14.54%
Aug 1990 - Aug 2000 |
12.00%
Jun 1984 - Jun 1999 |
Annualized Rolling Returns Comparison Chart