Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GLDC (Golden Enterprises Inc) | NA | 190.38% | 45.69% | 32.05% | 18.96% | 12.42% | 7.31% | 6.48% |
Data as of 10/28/2016, AR inception is 03/27/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLDC (Golden Enterprises Inc) | 03/27/1990 | 10/28/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 190.38 | 45.69 | 32.05 | 18.96 | 12.42 | 7.31 | 6.48 | 153.03 | 41.02 | -11.43 | 23.73 | -1.85 | 10.58 | -3.65 | 78.43 | -25.81 | 4.82 | 9.77 | 8.62 | -1.36 | -15.79 | 10.41 | 5.23 | 53.33 | -49.43 | -14.21 | -7.14 | 1.26 | 25.90 | -7.16 | 9.31 | 14.42 | 0.18 | -14.40 |
| Sharpe Ratio | NA | 2.71 | 0.49 | 0.26 | -0.04 | NA | NA | -0.13 | 2.94 | 0.53 | -0.78 | 0.19 | -0.60 | -0.22 | -0.50 | 0.93 | -0.42 | -0.51 | -0.19 | -0.21 | -0.42 | -0.46 | -0.15 | -0.29 | 0.35 | -0.59 | -0.34 | -0.24 | -0.05 | 0.47 | -0.19 | 0.11 | 0.17 | -0.05 | -0.32 |
| Standard Deviation(%) | NA | 57.74 | 45.59 | 40.88 | 53.50 | NA | NA | 60.62 | 58.14 | 42.27 | 38.53 | 26.69 | 34.59 | 36.28 | 44.83 | 64.31 | 108.86 | 33.98 | 67.53 | 60.11 | 50.48 | 75.64 | 61.27 | 56.32 | 86.21 | 89.91 | 51.33 | 43.81 | 42.76 | 47.35 | 53.81 | 66.71 | 71.41 | 74.23 | 72.65 |
| Draw Down(%) | NA | 9.80 | 29.43 | 29.43 | 53.08 | NA | NA | 68.83 | 9.80 | 13.38 | 28.60 | 11.09 | 12.09 | 13.32 | 19.29 | 22.13 | 49.63 | 15.82 | 31.16 | 39.37 | 26.42 | 43.99 | 22.66 | 25.76 | 30.00 | 49.43 | 26.99 | 12.83 | 23.30 | 15.79 | 16.92 | 14.29 | 28.62 | 25.98 | 36.37 |
| Yield(%) | 0.00 | 2.43 | 2.81 | 3.47 | 3.99 | 3.48 | 2.44 | 2.88 | 2.22 | 3.74 | 2.99 | 3.62 | 3.59 | 3.70 | 3.43 | 5.74 | 4.09 | 3.96 | 3.95 | 4.59 | 4.16 | 3.28 | 6.72 | 6.72 | 9.72 | 5.71 | 6.74 | 6.40 | 5.58 | 6.73 | 5.47 | 4.26 | 6.18 | 5.79 | 3.20 |
Data as of 10/28/2016, AR inception is 03/27/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLDC (Golden Enterprises Inc) |
-27.50%
Sep 2005 - Sep 2008 |
-14.40%
Apr 1998 - Apr 2003 |
-8.70%
Sep 1998 - Sep 2008 |
-5.48%
Sep 1993 - Sep 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLDC (Golden Enterprises Inc) |
54.05%
Jul 2013 - Jul 2016 |
33.97%
Sep 2011 - Sep 2016 |
18.73%
Jul 2006 - Jul 2016 |
13.65%
Aug 2001 - Aug 2016 |
Annualized Rolling Returns Comparison Chart