Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GLBFX (GL Beyond Income Fund) | NA | -14.63% | -9.99% | -17.22% | -20.34% | NA | NA | -17.15% |
Data as of 08/30/2024, AR inception is 04/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLBFX (GL Beyond Income Fund) | 04/05/2012 | 08/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.63 | -9.99 | -17.22 | -20.34 | NA | NA | -17.15 | -12.50 | -6.98 | -8.51 | 0.84 | -33.46 | -29.21 | -37.32 | -4.64 | -3.78 | -49.43 | -2.14 | 3.00 | 0.82 |
| Sharpe Ratio | NA | -2.00 | -1.93 | -1.39 | -1.02 | NA | NA | -0.92 | -2.01 | -2.71 | -1.84 | 0.05 | -1.87 | -1.69 | -1.40 | -0.48 | -0.75 | -0.98 | -0.76 | 0.88 | 0.21 |
| Standard Deviation(%) | NA | 9.29 | 6.61 | 13.69 | 21.20 | NA | NA | 19.12 | 10.97 | 4.18 | 5.40 | 15.28 | 17.96 | 18.11 | 27.57 | 10.98 | 5.29 | 50.63 | 2.82 | 3.38 | 4.96 |
| Draw Down(%) | NA | 14.63 | 27.08 | 61.14 | 89.77 | NA | NA | 89.96 | 12.50 | 6.98 | 8.51 | 12.04 | 33.46 | 29.61 | 41.41 | 14.50 | 5.73 | 49.74 | 3.49 | 1.95 | 3.29 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.40 | 1.95 | 1.36 | 1.02 | 1.70 | 0.00 | 0.00 | 0.00 | 24.44 | 15.87 | 8.25 | 10.72 | 10.73 | 7.30 | 2.18 | 0.00 | 0.00 | 0.72 |
Data as of 08/30/2024, AR inception is 04/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLBFX (GL Beyond Income Fund) |
-33.41%
Dec 2017 - Dec 2020 |
-28.92%
Mar 2015 - Mar 2020 |
-19.76%
Jun 2014 - Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLBFX (GL Beyond Income Fund) |
-1.78%
Apr 2021 - Apr 2024 |
-12.56%
May 2012 - May 2017 |
-18.22%
May 2012 - May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart