Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLDYX (LOW-DURATION BOND INSTITUTIONAL) | 0.64% | 3.83% | 4.86% | 2.19% | 2.29% | 1.46% | 0.95% | … | … |
Data as of 06/04/2026, Common starting date is 09/21/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLDYX (LOW-DURATION BOND INSTITUTIONAL) | 09/21/2001 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.83 | 4.86 | 2.19 | 2.29 | 1.46 | 0.95 | … | … | 0.64 | 5.66 | 4.82 | 5.09 | -4.13 | -0.48 | 3.42 | 4.00 | 1.45 | 1.63 | 2.34 | 0.79 | 0.14 | -1.95 | 1.40 | -1.26 | 0.00 | 7.27 | -8.88 | 0.11 | -1.88 | -0.40 | 0.96 | 1.20 | 4.30 | -0.32 |
| Sharpe Ratio | NA | 1.08 | 1.07 | -0.17 | 0.43 | NA | NA | … | … | -0.48 | 2.07 | 0.74 | 0.59 | -2.57 | -0.74 | 1.55 | 2.46 | 0.09 | 1.42 | 2.08 | 0.81 | 0.12 | -1.49 | 0.83 | -0.78 | -0.04 | 2.36 | -2.21 | -1.16 | -2.30 | -1.65 | -0.02 | 0.21 | 1.38 | -0.84 |
| Standard Deviation(%) | NA | 1.38 | 1.62 | 1.82 | 1.53 | NA | NA | … | … | 1.52 | 1.34 | 1.62 | 2.43 | 2.17 | 0.68 | 2.04 | 1.03 | 0.72 | 0.68 | 1.02 | 0.94 | 1.00 | 1.33 | 1.62 | 1.66 | 2.16 | 3.04 | 4.43 | 2.63 | 2.31 | 1.61 | 1.40 | 2.28 | 2.28 | 3.03 |
| Draw Down(%) | NA | 1.04 | 1.04 | 6.42 | 6.42 | NA | NA | … | … | 1.04 | 0.62 | 0.75 | 1.28 | 5.67 | 0.80 | 4.55 | 0.59 | 0.31 | 0.30 | 0.48 | 0.58 | 0.49 | 2.29 | 1.38 | 2.50 | 2.69 | 2.17 | 12.42 | 2.12 | 2.20 | 1.84 | 1.37 | 1.45 | 1.45 | 2.09 |
| Yield(%) | 0.00 | 4.08 | 4.28 | 3.12 | 4.05 | 2.80 | 2.04 | … | … | 1.48 | 4.37 | 4.34 | 3.41 | 1.91 | 0.99 | 1.75 | 2.52 | 2.40 | 1.62 | 2.46 | 1.62 | 1.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.40 | 2.96 | 3.79 | 5.14 | 2.27 |
Data as of 06/04/2026, Common starting date is 09/21/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLDYX (LOW-DURATION BOND INSTITUTIONAL) |
-4.01%
Nov 2005 – Nov 2008 |
-2.45%
Nov 2003 – Nov 2008 |
-0.65%
Mar 2004 – Mar 2014 |
-0.07%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLDYX (LOW-DURATION BOND INSTITUTIONAL) |
5.37%
Feb 2023 – Feb 2026 |
2.57%
Feb 2016 – Feb 2021 |
2.41%
Feb 2016 – Feb 2026 |
1.52%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart