Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GCMVX (Gurtin California Muni Interm Val Instl) | NA | 2.95% | 3.12% | 0.85% | NA | NA | NA | … | … |
Data as of 12/11/2025, Common starting date is 12/15/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCMVX (Gurtin California Muni Interm Val Instl) | 12/15/2015 | 12/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.95 | 3.12 | 0.85 | NA | NA | NA | … | … | 2.67 | 1.00 | 4.57 | -5.36 | 0.23 | 3.77 | 6.22 | 1.39 | 4.62 | -0.67 | 0.25 |
| Sharpe Ratio | NA | -0.47 | -0.30 | -0.74 | NA | NA | NA | … | … | -0.03 | -1.21 | 0.38 | -2.51 | 0.16 | 0.50 | 3.07 | 0.00 | 1.98 | -0.34 | 3.89 |
| Standard Deviation(%) | NA | 2.71 | 2.41 | 2.30 | NA | NA | NA | … | … | 2.67 | 2.18 | 2.42 | 2.71 | 1.29 | 7.05 | 1.55 | 1.49 | 2.01 | 2.57 | 1.48 |
| Draw Down(%) | NA | 2.70 | 3.47 | 8.81 | NA | NA | NA | … | … | 2.70 | 1.76 | 3.47 | 8.45 | 1.68 | 10.71 | 1.55 | 1.68 | 1.82 | 5.52 | 0.10 |
| Yield(%) | 0.00 | 2.30 | 2.22 | 1.80 | 1.81 | 1.21 | 0.90 | … | … | 2.12 | 2.37 | 1.95 | 1.53 | 1.35 | 2.22 | 1.73 | 1.66 | 1.55 | 1.25 | 0.05 |
Data as of 12/11/2025, Common starting date is 12/15/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCMVX (Gurtin California Muni Interm Val Instl) |
-1.65%
Oct 2020 – Oct 2023 |
0.45%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCMVX (Gurtin California Muni Interm Val Instl) |
4.48%
Feb 2017 – Feb 2020 |
3.42%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart