Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GDMZX (DEFENSIVE MARKET STRATEGIES FUND INVESTOR) | 5.81% | 15.24% | 11.33% | 0.53% | 4.87% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GDMZX (DEFENSIVE MARKET STRATEGIES FUND INVESTOR) | 09/02/2011 | 06/03/2026 |
| 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 (%) | 0.32 | 15.24 | 11.33 | 0.53 | 4.87 | NA | NA | … | … | 5.81 | 10.12 | 11.27 | 11.25 | -25.81 | 1.60 | 7.62 | 19.39 | -2.00 | 11.62 | 11.53 | 2.17 | 10.35 | 18.22 | 8.60 | 3.87 |
| Sharpe Ratio | NA | 1.84 | 0.99 | -0.16 | 0.27 | NA | NA | … | … | 1.51 | 0.67 | 1.08 | 1.12 | -1.31 | 0.15 | 0.34 | 2.59 | -0.34 | 2.77 | 1.38 | 0.23 | 1.49 | 2.68 | 1.32 | 0.96 |
| Standard Deviation(%) | NA | 7.42 | 8.55 | 12.39 | 12.11 | NA | NA | … | … | 8.63 | 10.79 | 7.05 | 6.82 | 20.84 | 10.79 | 21.89 | 6.93 | 9.95 | 3.98 | 8.20 | 9.43 | 6.95 | 6.80 | 6.54 | 12.87 |
| Draw Down(%) | NA | 5.97 | 11.55 | 34.66 | 34.66 | NA | NA | … | … | 5.97 | 11.55 | 4.07 | 6.60 | 29.72 | 9.44 | 26.21 | 3.45 | 11.77 | 2.02 | 5.35 | 7.32 | 4.84 | 4.04 | 4.53 | 4.88 |
| Yield(%) | 0.00 | 9.88 | 7.66 | 3.53 | 4.56 | 5.84 | 4.38 | … | … | 0.00 | 10.02 | 9.93 | 2.20 | 0.21 | 0.48 | 0.92 | 6.25 | 5.85 | 4.79 | 5.38 | 5.40 | 8.79 | 10.17 | 4.60 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| GDMZX (DEFENSIVE MARKET STRATEGIES FUND INVESTOR) |
-7.12%
Sep 2019 – Sep 2022 |
-1.40%
Sep 2017 – Sep 2022 |
3.37%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GDMZX (DEFENSIVE MARKET STRATEGIES FUND INVESTOR) |
12.60%
Nov 2011 – Nov 2014 |
10.76%
May 2012 – May 2017 |
9.48%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart