Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GFS (Globalfoundries Inc) | 133.05% | 114.72% | 9.31% | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 10/28/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GFS (Globalfoundries Inc) | 10/28/2021 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.75 | 114.72 | 9.31 | NA | NA | NA | NA | … | … | 133.05 | -16.55 | -27.10 | 12.45 | -17.05 | 40.02 |
| Sharpe Ratio | NA | 2.10 | 0.13 | NA | NA | NA | NA | … | … | 8.35 | -0.43 | -0.79 | 0.22 | -0.30 | 9.85 |
| Standard Deviation(%) | NA | 53.39 | 47.02 | NA | NA | NA | NA | … | … | 66.72 | 45.95 | 43.13 | 38.23 | 61.92 | 59.67 |
| Draw Down(%) | NA | 24.10 | 55.40 | NA | NA | NA | NA | … | … | 17.02 | 33.99 | 40.58 | 32.32 | 50.84 | 15.08 |
| 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 |
Data as of 06/12/2026, Common starting date is 10/28/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GFS (Globalfoundries Inc) |
-17.72%
Nov 2022 – Nov 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GFS (Globalfoundries Inc) |
11.09%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart