Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GDVTZ (Gould Investors L.P) | NA | -8.17% | 0.41% | 3.12% | 5.53% | NA | NA | … | … |
Data as of 08/14/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GDVTZ (Gould Investors L.P) | 06/19/2012 | 08/14/2025 |
| 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.17 | 0.41 | 3.12 | 5.53 | NA | NA | … | … | -4.40 | -2.83 | 54.40 | 2.16 | -43.27 | 48.85 | -37.61 | -33.92 | 218.20 | 2.65 | 22.64 | 22.17 | 4.50 | 13.51 |
| Sharpe Ratio | NA | -0.15 | -0.06 | 0.02 | 0.07 | NA | NA | … | … | -0.12 | -0.18 | 2.11 | 0.01 | -0.88 | 0.77 | -0.82 | -0.57 | 2.44 | 0.70 | 1.43 | 1.74 | 0.97 | 1.55 |
| Standard Deviation(%) | NA | 73.59 | 52.89 | 49.32 | 54.65 | NA | NA | … | … | 87.71 | 34.89 | 24.28 | 52.83 | 49.01 | 63.08 | 47.57 | 62.05 | 89.75 | 3.48 | 15.80 | 12.76 | 4.63 | 17.45 |
| Draw Down(%) | NA | 29.02 | 36.61 | 43.27 | 67.87 | NA | NA | … | … | 25.01 | 30.24 | 7.56 | 30.34 | 43.27 | 22.08 | 39.07 | 45.00 | 13.33 | 1.54 | 2.40 | 5.17 | 2.28 | 0.00 |
| Yield(%) | 0.00 | 4.55 | 3.37 | 3.95 | 5.05 | 6.21 | 4.66 | … | … | 2.56 | 3.64 | 6.00 | 3.00 | 3.27 | 4.68 | 2.81 | 1.80 | 5.63 | 4.08 | 6.39 | 7.01 | 6.48 | 0.00 |
Data as of 08/14/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GDVTZ (Gould Investors L.P) |
-23.86%
Aug 2017 – Aug 2020 |
-18.68%
Dec 2017 – Dec 2022 |
5.53%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GDVTZ (Gould Investors L.P) |
64.45%
Jun 2014 – Jun 2017 |
41.90%
Jul 2012 – Jul 2017 |
11.48%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart