Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GDMYX (DEFENSIVE MARKET STRATEGIES FUND INSTITUTIONAL) | 6.14% | 15.66% | 11.74% | 0.78% | 5.25% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GDMYX (DEFENSIVE MARKET STRATEGIES FUND INSTITUTIONAL) | 09/02/2011 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 15.66 | 11.74 | 0.78 | 5.25 | NA | NA | … | … | 6.14 | 10.45 | 11.72 | 11.43 | -25.59 | 1.86 | 7.83 | 19.79 | -1.81 | 13.10 | 11.79 | 2.43 | 10.55 | 18.47 | 8.86 | 3.87 |
| Sharpe Ratio | NA | 1.89 | 1.03 | -0.14 | 0.30 | NA | NA | … | … | 1.54 | 0.71 | 1.14 | 1.16 | -1.29 | 0.17 | 0.34 | 2.61 | -0.32 | 3.19 | 1.42 | 0.26 | 1.52 | 2.74 | 1.20 | 0.96 |
| Standard Deviation(%) | NA | 7.39 | 8.54 | 12.43 | 12.14 | NA | NA | … | … | 8.59 | 10.74 | 7.11 | 6.76 | 20.95 | 10.84 | 21.91 | 7.02 | 9.89 | 3.91 | 8.17 | 9.40 | 6.94 | 6.73 | 7.41 | 12.83 |
| Draw Down(%) | NA | 5.95 | 11.54 | 34.52 | 34.52 | NA | NA | … | … | 5.95 | 11.54 | 4.06 | 6.51 | 29.62 | 9.37 | 26.21 | 3.38 | 11.64 | 1.27 | 5.35 | 7.25 | 4.83 | 3.93 | 4.52 | 4.78 |
| Yield(%) | 0.00 | 10.08 | 7.92 | 3.70 | 4.90 | 6.22 | 4.66 | … | … | 0.00 | 10.24 | 10.20 | 2.49 | 0.33 | 0.75 | 1.19 | 6.53 | 6.12 | 6.10 | 5.63 | 5.83 | 8.99 | 10.41 | 4.84 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GDMYX (DEFENSIVE MARKET STRATEGIES FUND INSTITUTIONAL) |
-6.87%
Sep 2019 – Sep 2022 |
-1.15%
Sep 2017 – Sep 2022 |
3.74%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GDMYX (DEFENSIVE MARKET STRATEGIES FUND INSTITUTIONAL) |
12.82%
Nov 2011 – Nov 2014 |
11.15%
Dec 2012 – Dec 2017 |
9.86%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart