Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GLDNX (GREAT LAKES DISCIPLINED EQUITY FUND INSTITUTIONAL CLASS SHARES) | NA | -4.28% | 7.76% | 7.10% | 9.74% | NA | NA | 11.38% |
Data as of 01/27/2023, AR inception is 06/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLDNX (GREAT LAKES DISCIPLINED EQUITY FUND INSTITUTIONAL CLASS SHARES) | 06/17/2009 | 01/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.28 | 7.76 | 7.10 | 9.74 | NA | NA | 11.38 | 0.00 | -13.68 | -36.35 | 22.34 | 27.35 | -6.24 | 18.57 | 10.64 | 2.20 | 20.18 | 10.16 | 9.50 | 1.07 | 14.47 | 19.43 |
| Sharpe Ratio | NA | -0.26 | 0.28 | 0.27 | 0.47 | NA | NA | 0.55 | 0.00 | -0.67 | -0.58 | 0.62 | 2.04 | -0.42 | 2.48 | 0.80 | 0.14 | 1.32 | 0.42 | 0.67 | 0.05 | 0.82 | 2.34 |
| Standard Deviation(%) | NA | 22.26 | 25.68 | 22.21 | 19.30 | NA | NA | 18.95 | NA | 22.68 | 62.91 | 35.65 | 12.69 | 18.07 | 7.27 | 12.92 | 15.12 | 15.26 | 24.20 | 14.14 | 22.27 | 17.60 | 16.45 |
| Draw Down(%) | NA | 23.11 | 33.24 | 33.24 | 33.24 | NA | NA | 33.24 | 0.00 | 26.26 | 48.70 | 33.24 | 6.18 | 19.94 | 3.66 | 11.20 | 12.35 | 7.98 | 18.97 | 9.43 | 17.37 | 14.96 | 5.78 |
| Yield(%) | 0.00 | 3.98 | 24.48 | 16.87 | 14.66 | 14.97 | 11.23 | 17.27 | 0.00 | 3.57 | 56.67 | 8.43 | 4.81 | 9.28 | 16.40 | 5.77 | 3.37 | 20.12 | 0.00 | 0.82 | 6.25 | 4.07 | 0.00 |
Data as of 01/27/2023, AR inception is 06/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLDNX (GREAT LAKES DISCIPLINED EQUITY FUND INSTITUTIONAL CLASS SHARES) |
2.58%
Oct 2013 - Oct 2016 |
5.55%
Mar 2015 - Mar 2020 |
7.83%
Mar 2010 - Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLDNX (GREAT LAKES DISCIPLINED EQUITY FUND INSTITUTIONAL CLASS SHARES) |
23.13%
Dec 2018 - Dec 2021 |
16.46%
Oct 2016 - Oct 2021 |
13.03%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart