Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GIFLF (Grifols S.A) | NA | 60.69% | 4.47% | -12.81% | -2.98% | 6.82% | NA | … | … |
Data as of 08/28/2025, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIFLF (Grifols S.A) | 06/25/2008 | 08/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 60.69 | 4.47 | -12.81 | -2.98 | 6.82 | NA | … | … | 45.55 | -39.56 | 48.08 | -42.14 | -35.60 | -15.90 | 31.78 | -8.27 | 55.96 | -15.27 | 18.06 | -16.76 | 52.08 | 94.41 | 19.87 | -19.17 | 4.72 | -43.50 |
| Sharpe Ratio | NA | 1.12 | 0.02 | -0.27 | -0.10 | NA | NA | … | … | 1.41 | -0.64 | 0.79 | -0.80 | -1.06 | -0.46 | 1.46 | -0.32 | 1.83 | -0.62 | 0.28 | -0.48 | 2.36 | 2.43 | 0.49 | -0.46 | 0.12 | -1.40 |
| Standard Deviation(%) | NA | 51.19 | 62.22 | 54.42 | 45.96 | NA | NA | … | … | 52.86 | 72.49 | 56.33 | 54.77 | 33.50 | 34.91 | 20.84 | 30.48 | 30.43 | 25.08 | 64.39 | 35.21 | 22.01 | 39.23 | 40.11 | 41.94 | 37.77 | 48.06 |
| Draw Down(%) | NA | 26.25 | 52.78 | 75.75 | 78.92 | NA | NA | … | … | 24.78 | 52.78 | 34.88 | 62.38 | 43.13 | 29.10 | 8.73 | 21.12 | 8.98 | 21.65 | 27.18 | 35.91 | 6.72 | 12.74 | 29.03 | 41.58 | 28.76 | 53.05 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.45 | 1.16 | 3.42 | 1.10 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 1.53 | 0.55 | 1.42 | 1.59 | 1.87 | 1.56 | 1.80 | 1.24 | 0.81 | 0.00 | 0.00 | 0.93 | 2.95 | 0.00 |
Data as of 08/28/2025, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIFLF (Grifols S.A) |
-35.04%
Oct 2019 – Oct 2022 |
-24.72%
Apr 2020 – Apr 2025 |
-10.14%
Mar 2014 – Mar 2024 |
0.51%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIFLF (Grifols S.A) |
57.38%
Nov 2010 – Nov 2013 |
32.41%
Mar 2009 – Mar 2014 |
20.42%
Jun 2010 – Jun 2020 |
7.01%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart