Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GCMVX (Gurtin California Muni Interm Val Instl) | 0.95% | 2.01% | 2.11% | 0.50% | NA | NA | NA | 1.83% |
Data as of 07/11/2025, AR inception is 12/15/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCMVX (Gurtin California Muni Interm Val Instl) | 12/15/2015 | 07/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 2.01 | 2.11 | 0.50 | NA | NA | NA | 1.83 | 0.95 | 1.00 | 4.57 | -5.36 | 0.23 | 3.77 | 6.22 | 1.39 | 4.62 | -0.67 | 0.25 |
| Sharpe Ratio | NA | -0.39 | -0.49 | -0.68 | NA | NA | NA | 0.08 | -0.36 | -1.21 | 0.38 | -2.51 | 0.16 | 0.50 | 3.07 | 0.00 | 1.98 | -0.34 | 3.89 |
| Standard Deviation(%) | NA | 3.04 | 2.55 | 2.30 | NA | NA | NA | 3.09 | 3.45 | 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 | 4.59 | 8.81 | NA | NA | NA | 10.71 | 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 | 2.09 | 2.01 | 1.79 | 1.68 | 1.12 | 0.84 | 1.87 | 0.84 | 2.36 | 1.96 | 1.53 | 1.35 | 2.22 | 1.73 | 1.66 | 1.55 | 1.25 | 0.05 |
Data as of 07/11/2025, AR inception 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 |
0.49%
May 2020 - May 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