Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GIPZX (INFLATION PROTECTED BOND FUND INVESTOR) | NA | -2.23% | -0.64% | -1.13% | NA | NA | NA | … | … |
Data as of 02/09/2018, Common starting date is 06/29/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIPZX (INFLATION PROTECTED BOND FUND INVESTOR) | 06/29/2009 | 02/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.16 | -2.23 | -0.64 | -1.13 | NA | NA | NA | … | … | -2.54 | 1.00 | 3.63 | -2.24 | 2.77 | -8.63 | 6.06 | 12.01 | 4.07 | 3.10 |
| Sharpe Ratio | NA | -0.77 | -0.22 | -0.28 | NA | NA | NA | … | … | -3.27 | 0.11 | 0.80 | -0.42 | 0.68 | -1.57 | 1.36 | 1.87 | 0.70 | 1.04 |
| Standard Deviation(%) | NA | 3.83 | 4.47 | 4.66 | NA | NA | NA | … | … | 6.63 | 3.30 | 4.29 | 5.38 | 4.06 | 5.51 | 4.47 | 6.39 | 5.68 | 5.84 |
| Draw Down(%) | NA | 3.31 | 5.70 | 10.16 | NA | NA | NA | … | … | 2.63 | 2.85 | 4.52 | 5.70 | 3.51 | 10.16 | 2.26 | 2.79 | 5.19 | 2.56 |
| Yield(%) | 0.00 | 2.18 | 1.03 | 1.20 | 2.05 | 1.37 | 1.03 | … | … | 0.00 | 2.20 | 0.62 | 0.31 | 2.10 | 1.21 | 5.19 | 4.76 | 3.00 | 0.00 |
Data as of 02/09/2018, Common starting date is 06/29/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIPZX (INFLATION PROTECTED BOND FUND INVESTOR) |
-2.81%
Dec 2012 – Dec 2015 |
-1.04%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIPZX (INFLATION PROTECTED BOND FUND INVESTOR) |
7.95%
Jul 2009 – Jul 2012 |
4.08%
Jul 2009 – Jul 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart