Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLRBX (JAMES BALANCED: GOLDEN RAINBOW FUND RETAIL CLASS) | 5.94% | 18.07% | 12.89% | 6.58% | 5.07% | 5.41% | 5.66% | … | … |
Data as of 06/04/2026, Common starting date is 09/27/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLRBX (JAMES BALANCED: GOLDEN RAINBOW FUND RETAIL CLASS) | 09/27/1991 | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 18.07 | 12.89 | 6.58 | 5.07 | 5.41 | 5.66 | … | … | 5.94 | 13.16 | 12.27 | 11.52 | -12.77 | 12.69 | 1.54 | 12.10 | -10.60 | 6.04 | 4.17 | -0.68 | 7.12 | 12.97 | 8.13 | 4.76 | 14.24 | 7.13 | -5.52 | 8.61 | 7.91 | 8.37 | 13.30 | 18.21 | -0.78 | 2.54 | 4.68 | 3.43 | 12.68 | 15.81 | 10.76 | 14.02 | -6.18 | 11.43 | 8.97 | 4.91 |
| Sharpe Ratio | NA | 2.21 | 1.26 | 0.48 | 0.42 | NA | NA | … | … | 1.31 | 1.20 | 1.20 | 1.23 | -1.29 | 1.62 | 0.09 | 2.17 | -1.56 | 1.25 | 0.61 | -0.09 | 1.32 | 2.01 | 1.34 | 0.49 | 2.15 | 0.56 | -0.52 | 0.72 | 0.76 | 1.04 | 1.79 | 2.78 | -0.24 | 0.01 | 0.05 | 0.01 | 1.15 | 1.46 | 1.01 | 1.13 | -1.37 | 1.85 | 1.46 | 3.55 |
| Standard Deviation(%) | NA | 7.13 | 7.79 | 8.38 | 8.32 | NA | NA | … | … | 8.88 | 8.59 | 7.18 | 6.44 | 11.04 | 7.84 | 13.62 | 4.89 | 7.70 | 4.34 | 6.54 | 7.60 | 5.39 | 6.43 | 6.07 | 9.70 | 6.58 | 12.48 | 12.40 | 7.61 | 5.94 | 5.89 | 6.86 | 6.29 | 8.15 | 7.96 | 9.35 | 8.18 | 8.04 | 8.25 | 6.95 | 8.90 | 6.73 | 4.99 | 4.41 | 4.83 |
| Draw Down(%) | NA | 5.55 | 8.75 | 16.73 | 16.86 | NA | NA | … | … | 5.55 | 8.75 | 3.76 | 5.85 | 16.66 | 3.33 | 16.77 | 2.75 | 14.37 | 2.73 | 4.82 | 6.27 | 4.37 | 5.23 | 4.70 | 7.30 | 3.34 | 15.47 | 18.81 | 4.98 | 4.52 | 3.66 | 5.52 | 5.64 | 10.50 | 6.17 | 6.78 | 4.57 | 8.10 | 6.09 | 4.56 | 8.04 | 9.61 | 4.91 | 3.25 | 1.33 |
| Yield(%) | 0.00 | 5.29 | 4.05 | 4.24 | 4.13 | 4.26 | 4.52 | … | … | 0.32 | 5.33 | 3.62 | 2.23 | 4.30 | 7.13 | 1.14 | 2.09 | 9.20 | 7.53 | 1.64 | 2.51 | 4.52 | 2.09 | 2.17 | 2.52 | 2.75 | 1.58 | 1.74 | 4.29 | 4.11 | 5.54 | 2.37 | 1.93 | 5.19 | 8.73 | 15.87 | 8.76 | 17.03 | 14.53 | 7.85 | 4.73 | 3.62 | 4.08 | 5.21 | 2.65 |
Data as of 06/04/2026, Common starting date is 09/27/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLRBX (JAMES BALANCED: GOLDEN RAINBOW FUND RETAIL CLASS) |
-1.84%
Mar 2017 – Mar 2020 |
-0.71%
Mar 2015 – Mar 2020 |
2.19%
Oct 2013 – Oct 2023 |
3.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLRBX (JAMES BALANCED: GOLDEN RAINBOW FUND RETAIL CLASS) |
14.99%
Mar 2003 – Mar 2006 |
12.45%
Feb 2009 – Feb 2014 |
9.29%
Dec 1994 – Dec 2004 |
8.60%
May 1992 – May 2007 |
Annualized Rolling Returns Comparison Chart