Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GDOT (Green Dot Corporation) | 0.47% | 10.32% | -25.22% | -26.08% | -5.95% | NA | NA | -9.61% |
Data as of 07/11/2025, AR inception is 07/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GDOT (Green Dot Corporation) | 07/22/2010 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.87 | 10.32 | -25.22 | -26.08 | -5.95 | NA | NA | -9.61 | 0.47 | 6.77 | -37.42 | -56.35 | -35.05 | 139.48 | -70.70 | 31.96 | 155.88 | 43.42 | -19.86 | -18.53 | 106.15 | -60.92 | -44.98 | 28.98 |
| Sharpe Ratio | NA | 0.12 | -0.51 | -0.56 | -0.14 | NA | NA | -0.17 | -0.03 | 0.00 | -0.69 | -1.15 | -1.00 | 1.69 | -1.23 | 0.26 | 4.81 | 0.37 | -0.71 | -0.82 | 1.98 | -0.76 | -1.27 | 1.31 |
| Standard Deviation(%) | NA | 61.17 | 55.65 | 50.56 | 53.04 | NA | NA | 57.19 | 65.78 | 47.86 | 60.48 | 50.33 | 34.94 | 81.92 | 76.51 | 39.79 | 28.62 | 24.80 | 53.90 | 45.22 | 44.31 | 105.77 | 50.14 | 42.27 |
| Draw Down(%) | NA | 52.26 | 77.83 | 90.19 | 93.17 | NA | NA | 93.17 | 40.41 | 23.34 | 63.20 | 59.67 | 43.26 | 54.22 | 72.96 | 24.69 | 8.35 | 11.20 | 31.97 | 37.00 | 24.53 | 72.00 | 58.90 | 21.74 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 07/22/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GDOT (Green Dot Corporation) |
-46.90%
Nov 2020 - Nov 2023 |
-37.39%
Nov 2018 - Nov 2023 |
-10.47%
Nov 2013 - Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GDOT (Green Dot Corporation) |
71.53%
Sep 2015 - Sep 2018 |
40.92%
Oct 2012 - Oct 2017 |
10.41%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart