Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GCAAF (Guardian Capital Group Limited) | 9.74% | -0.47% | 13.61% | 17.43% | 10.19% | 11.62% | NA | 12.35% |
Data as of 07/25/2025, AR inception is 12/29/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCAAF (Guardian Capital Group Limited) | 12/29/2009 | 07/25/2025 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.16 | -0.47 | 13.61 | 17.43 | 10.19 | 11.62 | NA | 12.35 | 9.74 | -13.11 | 24.04 | -0.44 | 80.76 | -14.49 | 13.41 | -8.14 | 23.30 | 33.53 | -11.76 | 4.76 | 40.29 | 6.59 | 14.25 | 16.30 | 0.00 |
| Sharpe Ratio | NA | -0.22 | 0.31 | 0.47 | 0.27 | NA | NA | 0.37 | 0.49 | -0.70 | 0.83 | -0.04 | 2.29 | -0.27 | 1.22 | -0.41 | 0.83 | 2.38 | -0.58 | 0.21 | 1.54 | 0.50 | 0.23 | 0.47 | NA |
| Standard Deviation(%) | NA | 25.41 | 31.54 | 32.33 | 31.61 | NA | NA | 29.58 | 27.04 | 23.76 | 24.67 | 48.02 | 35.29 | 54.64 | 9.78 | 23.50 | 27.44 | 13.97 | 20.24 | 22.67 | 26.18 | 13.23 | 56.69 | 37.29 | 0.00 |
| Draw Down(%) | NA | 11.39 | 23.95 | 47.67 | 49.58 | NA | NA | 49.58 | 11.11 | 22.71 | 13.24 | 47.67 | 3.74 | 49.58 | 3.91 | 18.75 | 9.10 | 1.78 | 15.76 | 12.85 | 8.01 | 8.44 | 14.17 | 0.37 | 0.00 |
| Yield(%) | 0.00 | 2.63 | 4.69 | 5.76 | 4.46 | 6.04 | 4.99 | 6.66 | 1.98 | 3.70 | 4.44 | 2.39 | 4.19 | 3.10 | 3.08 | 2.23 | 2.29 | 2.60 | 1.85 | 1.42 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 12/29/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCAAF (Guardian Capital Group Limited) |
-11.65%
Mar 2017 - Mar 2020 |
-3.16%
Apr 2015 - Apr 2020 |
8.35%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCAAF (Guardian Capital Group Limited) |
43.95%
Mar 2020 - Mar 2023 |
24.74%
Apr 2020 - Apr 2025 |
16.34%
Mar 2012 - Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart