Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GGBFX (GLOBAL BOND FUND INVESTOR) | 3.88% | 4.77% | 2.80% | -1.07% | 1.35% | 2.39% | NA | 1.73% |
Data as of 07/25/2025, AR inception is 12/29/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GGBFX (GLOBAL BOND FUND INVESTOR) | 12/29/2006 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 4.77 | 2.80 | -1.07 | 1.35 | 2.39 | NA | 1.73 | 3.88 | 0.28 | 5.89 | -13.70 | -4.20 | 4.04 | 11.03 | -4.64 | 7.59 | 10.92 | -6.01 | 2.99 | 0.21 | 12.52 | 4.37 | 7.74 | 27.52 | -27.47 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.38 | -0.11 | -0.64 | -0.02 | NA | NA | 0.14 | 0.96 | -1.34 | 0.29 | -2.39 | -1.28 | 0.54 | 4.00 | -2.02 | 3.11 | 2.58 | -1.83 | 1.14 | 0.05 | 4.96 | 1.01 | 1.77 | 4.15 | -3.17 | -0.73 | NA |
| Standard Deviation(%) | NA | 4.20 | 5.35 | 4.90 | 4.57 | NA | NA | 4.78 | 4.16 | 4.71 | 5.72 | 6.34 | 3.29 | 6.98 | 2.41 | 2.95 | 2.25 | 4.15 | 3.30 | 2.61 | 3.67 | 2.53 | 4.30 | 4.32 | 6.61 | 8.92 | 4.10 | 0.00 |
| Draw Down(%) | NA | 4.58 | 9.02 | 22.10 | 22.10 | NA | NA | 34.27 | 1.73 | 3.82 | 7.14 | 18.69 | 4.39 | 14.60 | 0.70 | 6.57 | 1.31 | 3.16 | 8.60 | 4.95 | 6.51 | 2.17 | 6.57 | 4.02 | 10.19 | 32.78 | 3.19 | 0.00 |
| Yield(%) | 0.00 | 2.94 | 2.07 | 1.58 | 2.38 | 3.11 | 2.23 | 2.48 | 1.37 | 2.82 | 1.14 | 0.93 | 1.84 | 0.63 | 3.52 | 2.88 | 3.59 | 4.23 | 3.62 | 3.52 | 3.10 | 5.52 | 5.35 | 2.68 | 0.00 | 0.00 | 0.00 | 0.04 |
Data as of 07/25/2025, AR inception is 12/29/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGBFX (GLOBAL BOND FUND INVESTOR) |
-5.88%
Oct 2019 - Oct 2022 |
-2.57%
Sep 2017 - Sep 2022 |
0.17%
Oct 2013 - Oct 2023 |
1.01%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGBFX (GLOBAL BOND FUND INVESTOR) |
16.65%
Feb 2009 - Feb 2012 |
11.79%
Feb 2009 - Feb 2014 |
6.90%
Feb 2009 - Feb 2019 |
4.24%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart