Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GFSZX (STRATEGIC ALTERNATIVES FUND INVESTOR) | 0.22% | 2.86% | 5.53% | 4.34% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GFSZX (STRATEGIC ALTERNATIVES FUND INVESTOR) | 07/06/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 2.86 | 5.53 | 4.34 | NA | NA | NA | … | … | 0.22 | 5.12 | 7.39 | 5.59 | -0.92 | 4.68 | -0.63 | 4.62 | -0.17 | -25.07 |
| Sharpe Ratio | NA | 0.03 | 0.95 | 0.77 | NA | NA | NA | … | … | -0.90 | 0.87 | 1.82 | 0.96 | -0.99 | 1.97 | -0.16 | 1.55 | -0.53 | -1.02 |
| Standard Deviation(%) | NA | 2.57 | 2.33 | 2.36 | NA | NA | NA | … | … | 2.79 | 2.58 | 2.07 | 2.03 | 2.37 | 2.36 | 5.49 | 2.03 | 2.95 | 44.52 |
| Draw Down(%) | NA | 1.51 | 1.51 | 2.24 | NA | NA | NA | … | … | 1.46 | 1.51 | 0.43 | 0.70 | 2.15 | 1.40 | 10.04 | 1.17 | 3.03 | 26.70 |
| Yield(%) | 0.00 | 6.65 | 8.53 | 6.16 | 2.71 | 1.80 | 1.35 | … | … | 0.00 | 6.81 | 8.25 | 11.93 | 3.69 | 1.44 | 1.57 | 1.98 | 1.80 | 0.45 |
Data as of 06/04/2026, Common starting date is 07/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GFSZX (STRATEGIC ALTERNATIVES FUND INVESTOR) |
0.52%
Oct 2017 – Oct 2020 |
1.35%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GFSZX (STRATEGIC ALTERNATIVES FUND INVESTOR) |
6.03%
Dec 2022 – Dec 2025 |
4.98%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart