Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GFED (Guaranty Federal Bancshares Inc) | NA | 65.54% | 15.13% | 12.43% | 15.67% | 1.96% | 5.90% | 9.83% |
Data as of 04/04/2022, AR inception is 04/10/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GFED (Guaranty Federal Bancshares Inc) | 04/10/1995 | 04/04/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.18 | 65.54 | 15.13 | 12.43 | 15.67 | 1.96 | 5.90 | 9.83 | -2.89 | 89.69 | -53.39 | 15.38 | -2.72 | 6.00 | 38.89 | 15.79 | 19.73 | 59.65 | 20.88 | 19.75 | -6.30 | -4.33 | -81.51 | 0.03 | 2.90 | 15.96 | 24.99 | 23.00 | 17.67 | 14.41 | 14.81 | -13.37 | -9.22 | 106.11 | 1.58 | 39.71 |
| Sharpe Ratio | NA | 1.67 | 0.35 | 0.32 | 0.45 | NA | NA | 0.20 | -0.44 | 2.09 | -0.82 | -0.36 | -0.89 | -0.47 | 0.23 | -0.15 | 0.06 | 1.11 | 0.04 | 0.02 | -0.54 | -0.28 | -1.40 | -1.38 | -1.25 | -0.22 | 0.27 | 0.25 | -0.09 | -0.18 | -2.03 | 0.52 | 0.78 | 1.34 | 0.10 | -0.32 |
| Standard Deviation(%) | NA | 39.50 | 41.64 | 36.16 | 33.82 | NA | NA | 39.06 | 25.27 | 42.90 | 65.11 | 21.87 | 27.41 | 28.28 | 20.39 | 18.20 | 18.82 | 37.11 | 53.67 | 60.33 | 46.28 | 82.99 | 71.95 | 16.05 | 15.57 | 22.55 | 19.72 | 14.57 | 24.65 | 37.58 | 26.56 | 22.23 | 30.90 | 43.90 | 35.76 | 52.56 |
| Draw Down(%) | NA | 11.49 | 51.14 | 51.14 | 51.14 | NA | NA | 87.05 | 11.49 | 11.71 | 53.83 | 7.12 | 21.72 | 15.14 | 5.33 | 7.21 | 7.47 | 17.69 | 29.67 | 38.69 | 33.85 | 33.51 | 85.23 | 11.08 | 9.03 | 8.85 | 5.71 | 4.79 | 9.66 | 18.07 | 9.74 | 19.70 | 26.36 | 21.08 | 22.00 | 15.79 |
| Yield(%) | 0.00 | 2.33 | 2.58 | 2.57 | 3.85 | 0.98 | 2.59 | 7.62 | 0.47 | 3.39 | 2.40 | 2.41 | 2.11 | 1.38 | 2.23 | 1.73 | 1.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.88 | 2.43 | 2.38 | 2.68 | 3.25 | 3.95 | 3.95 | 4.30 | 5.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/04/2022, AR inception is 04/10/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GFED (Guaranty Federal Bancshares Inc) |
-45.61%
Nov 2007 - Nov 2010 |
-30.15%
Sep 2006 - Sep 2011 |
-9.02%
Sep 2001 - Sep 2011 |
-3.02%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GFED (Guaranty Federal Bancshares Inc) |
43.69%
May 1995 - May 1998 |
31.27%
Dec 2011 - Dec 2016 |
22.01%
Aug 1995 - Aug 2005 |
4.89%
Dec 2001 - Dec 2016 |
Annualized Rolling Returns Comparison Chart