Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLCSX (GLOBAL COUNTERPOINT PORTFOLIO IS) | NA | 18.68% | -12.06% | 7.49% | NA | NA | NA | … | … |
Data as of 09/03/2024, Common starting date is 07/09/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLCSX (GLOBAL COUNTERPOINT PORTFOLIO IS) | 07/09/2018 | 09/03/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.68 | -12.06 | 7.49 | NA | NA | NA | … | … | 8.25 | 49.06 | -51.62 | 0.38 | 72.88 | 33.81 | -16.26 |
| Sharpe Ratio | NA | 0.68 | -0.39 | 0.17 | NA | NA | NA | … | … | 0.45 | 1.69 | -1.17 | 0.01 | 2.14 | 2.15 | -1.36 |
| Standard Deviation(%) | NA | 21.62 | 37.75 | 34.16 | NA | NA | NA | … | … | 19.18 | 26.83 | 45.52 | 39.85 | 33.78 | 15.06 | 23.63 |
| Draw Down(%) | NA | 16.27 | 61.28 | 62.68 | NA | NA | NA | … | … | 9.39 | 22.71 | 53.36 | 23.08 | 30.36 | 9.75 | 23.04 |
| Yield(%) | 0.00 | 118.68 | 23.68 | 30.16 | 15.86 | 10.58 | 7.93 | … | … | 111.04 | 0.00 | 0.00 | 18.32 | 4.71 | 0.00 | 1.05 |
Data as of 09/03/2024, Common starting date is 07/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLCSX (GLOBAL COUNTERPOINT PORTFOLIO IS) |
-14.43%
Jan 2021 – Jan 2024 |
3.67%
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 |
|---|---|---|---|---|
| GLCSX (GLOBAL COUNTERPOINT PORTFOLIO IS) |
35.46%
Oct 2018 – Oct 2021 |
10.86%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart