Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GFGEX (Guardian Fundamental Global Equity Fund Institutional Shares) | NA | -5.08% | 6.66% | 4.60% | NA | NA | NA | … | … |
Data as of 12/03/2025, Common starting date is 12/20/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GFGEX (Guardian Fundamental Global Equity Fund Institutional Shares) | 12/20/2019 | 12/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | -5.08 | 6.66 | 4.60 | NA | NA | NA | … | … | -1.41 | 5.90 | 18.86 | -18.10 | 19.82 | 18.77 | 0.38 |
| Sharpe Ratio | NA | -0.67 | 0.25 | 0.17 | NA | NA | NA | … | … | -0.36 | 0.23 | 1.38 | -0.93 | 1.74 | 0.68 | 2.00 |
| Standard Deviation(%) | NA | 12.06 | 11.31 | 13.71 | NA | NA | NA | … | … | 12.28 | 9.97 | 11.11 | 21.03 | 11.38 | 27.04 | 7.94 |
| Draw Down(%) | NA | 11.17 | 11.67 | 28.31 | NA | NA | NA | … | … | 10.91 | 6.40 | 8.49 | 28.31 | 6.10 | 30.00 | 0.92 |
| Yield(%) | 18.78 | 23.36 | 11.02 | 7.35 | 4.31 | 2.87 | 2.15 | … | … | 19.28 | 7.25 | 3.15 | 0.78 | 3.39 | 0.95 | 0.08 |
Data as of 12/03/2025, Common starting date is 12/20/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GFGEX (Guardian Fundamental Global Equity Fund Institutional Shares) |
1.02%
Dec 2021 – Dec 2024 |
5.01%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GFGEX (Guardian Fundamental Global Equity Fund Institutional Shares) |
14.94%
Mar 2020 – Mar 2023 |
11.50%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart