Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GLCIX (GLOBAL COUNTERPOINT PORTFOLIO I) | NA | 18.74% | -12.08% | 7.46% | NA | NA | NA | 7.16% |
Data as of 09/03/2024, AR inception is 07/09/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLCIX (GLOBAL COUNTERPOINT PORTFOLIO I) | 07/09/2018 | 09/03/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.74 | -12.08 | 7.46 | NA | NA | NA | 7.16 | 8.27 | 49.06 | -51.65 | 0.33 | 72.70 | 33.81 | -16.28 |
| Sharpe Ratio | NA | 0.68 | -0.39 | 0.17 | NA | NA | NA | 0.16 | 0.46 | 1.69 | -1.17 | 0.01 | 2.13 | 2.16 | -1.36 |
| Standard Deviation(%) | NA | 21.59 | 37.75 | 34.19 | NA | NA | NA | 31.98 | 19.13 | 26.72 | 45.57 | 39.89 | 33.91 | 15.01 | 23.59 |
| Draw Down(%) | NA | 16.22 | 61.27 | 62.69 | NA | NA | NA | 62.69 | 9.41 | 22.69 | 53.34 | 23.14 | 30.44 | 9.75 | 23.06 |
| Yield(%) | 0.00 | 118.74 | 23.67 | 30.13 | 15.83 | 10.55 | 7.92 | 26.39 | 111.07 | 0.00 | 0.00 | 18.34 | 4.71 | 0.00 | 1.03 |
Data as of 09/03/2024, AR inception is 07/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLCIX (GLOBAL COUNTERPOINT PORTFOLIO I) |
-14.48%
Jan 2021 - Jan 2024 |
3.63%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLCIX (GLOBAL COUNTERPOINT PORTFOLIO I) |
35.39%
Oct 2018 - Oct 2021 |
10.81%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart