Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GLGI (Greystone Logistics) -65.52% -84.13% -38.02% -30.80% -1.81% 5.47% 3.03%
Data as of 06/03/2026, Common starting date is 02/06/2001
More Performance Analytics Comparison
Name Start Date End Date
GLGI (Greystone Logistics) 02/06/2001 06/03/2026
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 -84.13 -38.02 -30.80 -1.81 5.47 3.03 -65.52 -44.34 14.44 50.00 -31.03 -8.42 106.52 -23.33 11.11 145.45 4.76 -32.26 -20.51 30.00 275.00 14.29 -46.15 116.67 -60.00 -6.25 77.78 -74.29 -48.53 -13.92 -77.43 49.33
Sharpe Ratio NA -0.89 -0.54 -0.45 -0.05 NA NA -0.70 -0.81 0.13 0.64 -0.53 -0.12 0.92 -0.64 -0.16 1.75 -0.28 -0.39 -0.63 0.14 1.84 -0.03 -0.48 0.57 -0.59 -0.23 0.36 -0.64 -0.62 -0.25 -0.61 0.12
Standard Deviation(%) NA 98.39 76.28 73.46 78.01 NA NA 135.09 58.63 59.52 72.14 60.88 73.07 115.37 73.11 65.38 72.61 105.34 130.58 62.03 83.07 141.52 161.63 134.78 171.58 134.31 121.19 153.37 148.34 110.15 135.03 159.86 273.96
Draw Down(%) NA 88.89 90.68 90.68 90.68 NA NA 76.19 61.31 42.24 30.30 45.95 43.66 50.00 46.27 35.59 20.00 36.36 57.89 55.00 56.72 42.86 58.33 63.16 53.57 85.71 65.71 61.90 90.00 68.67 66.67 92.11 66.67
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/03/2026, Common starting date is 02/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GLGI (Greystone Logistics) -64.24%
Jan 2002 – Jan 2005
-56.42%
Jan 2002 – Jan 2007
-34.61%
Jan 2002 – Jan 2012
-20.36%
Jan 2002 – Jan 2017
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GLGI (Greystone Logistics) 92.59%
Jun 2011 – Jun 2014
45.41%
Dec 2008 – Dec 2013
33.62%
Jun 2011 – Jun 2021
21.08%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return