Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GHLD (Guild Holdings Company) | 46.16% | 43.02% | 24.25% | NA | NA | NA | NA | 14.11% |
Data as of 07/21/2025, AR inception is 10/23/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GHLD (Guild Holdings Company) | 10/23/2020 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 43.02 | 24.25 | NA | NA | NA | NA | 14.11 | 46.16 | 3.80 | 45.37 | -28.08 | -5.97 | 13.69 |
| Sharpe Ratio | NA | 0.80 | 0.42 | NA | NA | NA | NA | 0.22 | 1.62 | 0.00 | 0.91 | -0.62 | -0.19 | 2.74 |
| Standard Deviation(%) | NA | 52.34 | 48.99 | NA | NA | NA | NA | 44.92 | 61.09 | 43.19 | 46.50 | 47.77 | 31.57 | 36.11 |
| Draw Down(%) | NA | 29.55 | 31.94 | NA | NA | NA | NA | 49.12 | 24.04 | 22.92 | 23.75 | 44.22 | 25.28 | 8.35 |
| Yield(%) | 0.00 | 3.47 | 4.31 | 4.70 | 2.35 | 1.57 | 1.17 | 5.87 | 3.64 | 3.51 | 4.66 | 0.00 | 11.59 | 0.00 |
Data as of 07/21/2025, AR inception is 10/23/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GHLD (Guild Holdings Company) |
-0.74%
Nov 2020 - Nov 2023 |
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 |
|---|---|---|---|---|
| GHLD (Guild Holdings Company) |
29.59%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart