Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GLDLX (GOLDEN LARGE CAP CORE FUND INSTITUTIONAL SHARES) | NA | -7.72% | 5.31% | 11.76% | 5.27% | NA | NA | 6.29% |
Data as of 10/28/2016, AR inception is 10/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLDLX (GOLDEN LARGE CAP CORE FUND INSTITUTIONAL SHARES) | 10/13/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.72 | 5.31 | 11.76 | 5.27 | NA | NA | 6.29 | -4.59 | 0.40 | 14.55 | 39.03 | 16.83 | -0.48 | 12.65 | 19.16 | -35.30 | 6.10 | 12.44 | 6.47 |
| Sharpe Ratio | NA | -0.61 | 0.36 | 0.72 | 0.23 | NA | NA | 0.28 | -0.47 | 0.02 | 1.04 | 3.17 | 0.83 | -0.02 | 0.73 | 0.84 | -0.97 | 0.20 | 0.84 | 2.87 |
| Standard Deviation(%) | NA | 12.90 | 14.47 | 16.30 | 20.87 | NA | NA | 20.02 | 12.18 | 17.00 | 13.98 | 12.30 | 20.44 | 25.08 | 17.13 | 22.69 | 37.27 | 15.73 | 10.98 | 10.90 |
| Draw Down(%) | NA | 17.92 | 20.60 | 20.60 | 50.36 | NA | NA | 50.36 | 14.44 | 14.94 | 11.39 | 5.56 | 11.42 | 22.57 | 15.44 | 22.50 | 44.42 | 10.48 | 9.27 | 2.24 |
| Yield(%) | 0.00 | 3.75 | 6.71 | 8.16 | 4.01 | 3.13 | 2.35 | 4.27 | 0.79 | 3.14 | 4.78 | 14.86 | 12.67 | 2.49 | 1.94 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/28/2016, AR inception is 10/13/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLDLX (GOLDEN LARGE CAP CORE FUND INSTITUTIONAL SHARES) |
-14.01%
Feb 2006 - Feb 2009 |
-2.90%
Sep 2006 - Sep 2011 |
5.44%
Feb 2006 - Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLDLX (GOLDEN LARGE CAP CORE FUND INSTITUTIONAL SHARES) |
26.18%
Sep 2011 - Sep 2014 |
20.93%
Feb 2009 - Feb 2014 |
6.99%
Nov 2005 - Nov 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart