Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLSOX (Secured Options Portfolio Inst Class) | 5.93% | 15.33% | 10.75% | 7.47% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/24/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLSOX (Secured Options Portfolio Inst Class) | 06/24/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 15.33 | 10.75 | 7.47 | NA | NA | NA | … | … | 5.93 | 0.74 | 14.03 | 14.81 | -11.54 | 18.38 | 4.35 | 18.83 | -4.55 | 6.20 | 2.98 |
| Sharpe Ratio | NA | 2.38 | 0.82 | 0.45 | NA | NA | NA | … | … | 1.54 | -0.14 | 2.13 | 1.62 | -0.76 | 2.63 | 0.16 | 2.17 | -0.44 | 3.56 | 0.62 |
| Standard Deviation(%) | NA | 5.61 | 9.46 | 11.04 | NA | NA | NA | … | … | 8.05 | 15.72 | 4.88 | 6.94 | 17.02 | 6.97 | 25.67 | 8.01 | 13.42 | 1.57 | 8.99 |
| Draw Down(%) | NA | 5.09 | 14.19 | 17.64 | NA | NA | NA | … | … | 5.09 | 14.19 | 4.07 | 5.08 | 17.64 | 2.33 | 29.18 | 3.69 | 17.35 | 0.40 | 4.87 |
| Yield(%) | 0.00 | 7.34 | 6.96 | 6.41 | 5.57 | 3.71 | 2.79 | … | … | 0.00 | 7.48 | 12.43 | 0.01 | 0.00 | 13.80 | 0.00 | 8.25 | 2.43 | 6.50 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/24/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLSOX (Secured Options Portfolio Inst Class) |
-1.39%
Mar 2017 – Mar 2020 |
3.35%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLSOX (Secured Options Portfolio Inst Class) |
13.65%
Dec 2018 – Dec 2021 |
11.45%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart