Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GIDSX (S&P 500 INDEX FUND SERVICE CLASS) | NA | 7.84% | 8.74% | 15.02% | 6.55% | NA | NA | … | … |
Data as of 11/29/2016, Common starting date is 12/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIDSX (S&P 500 INDEX FUND SERVICE CLASS) | 12/20/2005 | 11/29/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 7.84 | 8.74 | 15.02 | 6.55 | NA | NA | … | … | 9.63 | 1.16 | 13.14 | 31.81 | 15.56 | 1.72 | 14.50 | 26.59 | -37.25 | 5.16 | 15.29 | 18.92 |
| Sharpe Ratio | NA | 0.51 | 0.64 | 1.14 | 0.29 | NA | NA | … | … | 0.77 | 0.07 | 1.16 | 2.86 | 1.23 | 0.07 | 0.80 | 0.97 | -0.93 | 0.13 | 1.21 | 456.93 |
| Standard Deviation(%) | NA | 14.00 | 13.48 | 13.17 | 21.13 | NA | NA | … | … | 13.49 | 15.47 | 11.36 | 11.10 | 12.75 | 23.39 | 18.10 | 27.31 | 41.10 | 15.96 | 9.99 | 111.88 |
| Draw Down(%) | NA | 12.75 | 13.04 | 13.04 | 55.43 | NA | NA | … | … | 10.34 | 11.98 | 7.31 | 5.59 | 9.68 | 18.78 | 15.73 | 27.27 | 47.88 | 9.86 | 7.53 | 1.58 |
| Yield(%) | 0.00 | 1.76 | 1.35 | 2.18 | 1.69 | 1.36 | 1.02 | … | … | 0.00 | 1.81 | 1.96 | 1.53 | 1.99 | 0.78 | 1.70 | 2.03 | 1.66 | 1.73 | 1.57 | 1.74 |
Data as of 11/29/2016, Common starting date is 12/20/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIDSX (S&P 500 INDEX FUND SERVICE CLASS) |
-15.41%
Feb 2006 – Feb 2009 |
-1.47%
Sep 2006 – Sep 2011 |
6.06%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIDSX (S&P 500 INDEX FUND SERVICE CLASS) |
25.21%
Feb 2009 – Feb 2012 |
22.60%
Feb 2009 – Feb 2014 |
7.37%
Jul 2006 – Jul 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart