Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GFSDX | 6.97% | NA | NA | NA | NA | NA | NA | 3.09% |
Data as of 07/11/2025, AR inception is 12/06/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GFSDX | 12/06/2024 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | NA | NA | NA | NA | NA | NA | 3.09 | 6.97 | -3.62 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | 0.13 | 0.61 | -3.78 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | 17.07 | 17.53 | 12.50 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | 13.02 | 13.02 | 4.38 |
| Yield(%) | 0.00 | 4.70 | 1.57 | 0.94 | 0.47 | 0.31 | 0.23 | 4.70 | 0.44 | 4.30 |
Data as of 07/11/2025, AR inception is 12/06/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GFSDX (GFSDX) |
0.00%
NA |
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 |
|---|---|---|---|---|
| GFSDX (GFSDX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart