Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GIFD (Global Income Fund) | NA | 3.56% | -2.10% | 11.47% | NA | NA | NA | NA |
Data as of 11/14/2013, AR inception is 05/14/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIFD (Global Income Fund) | 05/14/1997 | 11/14/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.81 | 3.56 | -2.10 | 11.47 | NA | NA | NA | NA | 4.84 | -12.31 | -2.97 | 25.01 | 42.79 | -30.57 |
| Sharpe Ratio | NA | 0.14 | -0.08 | 0.40 | NA | NA | NA | 0.05 | 0.22 | -0.43 | -0.10 | 1.25 | 1.47 | -0.63 |
| Standard Deviation(%) | NA | 24.91 | 28.84 | 28.81 | NA | NA | NA | 34.41 | 24.70 | 28.76 | 31.36 | 19.87 | 29.12 | 63.29 |
| Draw Down(%) | NA | 15.22 | 22.22 | 28.25 | NA | NA | NA | 56.36 | 15.22 | 21.91 | 16.23 | 10.32 | 28.25 | 56.36 |
| Yield(%) | 0.00 | 6.84 | 5.85 | 9.40 | NA | NA | NA | NA | 5.12 | 5.16 | 6.36 | 6.25 | 8.70 | NA |
Data as of 11/14/2013, AR inception is 05/14/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIFD (Global Income Fund) |
-2.26%
Oct 2010 - Oct 2013 |
2.56%
May 2008 - May 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIFD (Global Income Fund) |
27.49%
Feb 2009 - Feb 2012 |
9.65%
Oct 2008 - Oct 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart