Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GFWQZ (PLM Equipment Growth Fund III) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 05/17/2021, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GFWQZ (PLM Equipment Growth Fund III) | 06/19/2012 | 05/17/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | -96.72 | 1.67 | 0.00 | 0.00 | 0.00 | -40.59 | -83.17 | 5,900.00 | -52.38 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -0.13 | 0.16 | 0.00 | 0.00 | 0.00 | -0.78 | -0.46 | 14.75 | -0.10 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 759.49 | 1.65 | NA | NA | NA | 52.08 | 179.18 | 400.03 | 757.38 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 99.89 | 0.00 | 0.00 | 0.00 | 0.00 | 40.59 | 83.33 | 70.00 | 99.67 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/17/2021, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GFWQZ (PLM Equipment Growth Fund III) |
-67.82%
Nov 2017 – Nov 2020 |
-49.35%
Nov 2015 – Nov 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GFWQZ (PLM Equipment Growth Fund III) |
210.72%
Oct 2017 – Oct 2020 |
97.44%
Oct 2015 – Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart