Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GFIZX (CONSERVATIVE ALLOCATION FUND INVESTOR) | 2.90% | 9.06% | 8.10% | 2.43% | 3.72% | 2.48% | 1.47% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GFIZX (CONSERVATIVE ALLOCATION FUND INVESTOR) | 12/26/2001 | 06/04/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 9.06 | 8.10 | 2.43 | 3.72 | 2.48 | 1.47 | … | … | 2.90 | 9.46 | 6.70 | 8.80 | -12.85 | 1.73 | 5.37 | 10.73 | -2.13 | 7.09 | 4.82 | -1.70 | 1.40 | -3.50 | 4.87 | -1.43 | 4.21 | 10.37 | -20.74 | -0.99 | 1.62 | -1.82 | 3.75 | 6.64 | -2.36 | 0.46 |
| Sharpe Ratio | NA | 1.58 | 1.13 | -0.01 | 0.42 | NA | NA | … | … | 0.85 | 1.41 | 0.79 | 1.25 | -1.89 | 0.41 | 0.57 | 3.01 | -0.86 | 2.36 | 1.11 | -0.43 | 0.52 | -0.55 | 1.37 | -0.26 | 0.78 | 1.37 | -1.88 | -0.66 | -0.39 | -0.92 | 0.89 | 1.41 | -0.76 | 14.26 |
| Standard Deviation(%) | NA | 4.42 | 4.48 | 5.20 | 5.14 | NA | NA | … | … | 5.58 | 4.70 | 3.88 | 4.16 | 7.57 | 4.13 | 8.91 | 3.07 | 4.12 | 2.73 | 4.14 | 4.05 | 2.65 | 6.48 | 3.54 | 5.66 | 5.28 | 7.52 | 11.51 | 6.34 | 4.67 | 4.44 | 3.11 | 4.20 | 4.63 | 3.20 |
| Draw Down(%) | NA | 3.98 | 4.19 | 15.76 | 15.76 | NA | NA | … | … | 3.98 | 4.19 | 2.17 | 3.50 | 13.59 | 3.60 | 13.27 | 1.45 | 5.40 | 1.29 | 3.11 | 5.46 | 3.03 | 7.15 | 2.47 | 5.04 | 3.47 | 7.63 | 21.58 | 7.61 | 4.36 | 5.13 | 2.41 | 2.79 | 5.94 | 0.00 |
| Yield(%) | 0.00 | 5.70 | 4.92 | 3.12 | 3.10 | 2.51 | 1.75 | … | … | 0.00 | 5.89 | 4.87 | 3.92 | 1.33 | 1.57 | 1.46 | 4.74 | 3.09 | 1.68 | 2.37 | 6.64 | 3.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.35 | 1.79 | 3.36 | 1.67 |
Data as of 06/04/2026, Common starting date is 12/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GFIZX (CONSERVATIVE ALLOCATION FUND INVESTOR) |
-8.69%
Feb 2006 – Feb 2009 |
-5.06%
Feb 2004 – Feb 2009 |
-1.37%
Sep 2005 – Sep 2015 |
-0.26%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GFIZX (CONSERVATIVE ALLOCATION FUND INVESTOR) |
8.46%
Feb 2023 – Feb 2026 |
5.39%
Feb 2016 – Feb 2021 |
4.05%
Feb 2016 – Feb 2026 |
2.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart