Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLDSX (GOLDEN SMALL CAP CORE FUND INSTITUTIONAL SHARES) | NA | -11.69% | 3.84% | 10.17% | 3.93% | NA | NA | … | … |
Data as of 10/28/2016, Common starting date is 10/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLDSX (GOLDEN SMALL 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 | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.69 | 3.84 | 10.17 | 3.93 | NA | NA | … | … | -6.58 | 1.77 | 12.27 | 35.16 | 14.47 | 1.29 | 23.12 | 14.15 | -36.42 | -4.14 | 10.77 | 9.43 |
| Sharpe Ratio | NA | -0.79 | 0.23 | 0.61 | 0.14 | NA | NA | … | … | -0.56 | 0.10 | 0.72 | 2.46 | 0.91 | 0.04 | 1.04 | 0.44 | -0.85 | -0.35 | 0.45 | 3.18 |
| Standard Deviation(%) | NA | 14.98 | 16.18 | 16.66 | 25.03 | NA | NA | … | … | 14.32 | 17.20 | 16.92 | 14.27 | 15.93 | 32.17 | 22.11 | 31.93 | 43.84 | 20.82 | 16.68 | 15.58 |
| Draw Down(%) | NA | 22.05 | 22.77 | 22.77 | 63.73 | NA | NA | … | … | 15.96 | 11.09 | 12.67 | 6.45 | 14.84 | 28.74 | 16.23 | 32.13 | 53.25 | 22.10 | 14.12 | 3.09 |
| Yield(%) | 0.00 | 0.11 | 0.58 | 0.50 | 0.25 | 0.20 | 0.15 | … | … | 0.00 | 0.12 | 0.17 | 1.80 | 0.00 | 0.00 | 0.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/28/2016, Common starting date is 10/13/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLDSX (GOLDEN SMALL CAP CORE FUND INSTITUTIONAL SHARES) |
-20.07%
Mar 2006 – Mar 2009 |
-5.95%
May 2007 – May 2012 |
3.75%
Apr 2006 – Apr 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLDSX (GOLDEN SMALL CAP CORE FUND INSTITUTIONAL SHARES) |
24.88%
Feb 2009 – Feb 2012 |
22.66%
Feb 2009 – Feb 2014 |
6.02%
Nov 2005 – Nov 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart