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
GLT (Glatfelter) NA 2.72% -54.63% -37.64% -22.58% -10.38% -7.88%
Data as of 11/05/2024, Common starting date is 03/17/1980
More Performance Analytics Comparison
Name Start Date End Date
GLT (Glatfelter) 03/17/1980 11/05/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 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 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980
Annualized Return (%) -8.12 2.72 -54.63 -37.64 -22.58 -10.38 -7.88 -14.75 -30.22 -83.80 7.08 -6.36 94.86 -53.29 -8.50 32.65 -26.20 -5.46 61.39 26.62 18.21 3.93 36.20 -37.62 1.18 11.86 -4.64 26.33 -2.07 -10.47 31.77 -9.11 17.68 -33.56 3.47 5.11 10.48 -16.78 4.20 -33.49 23.21 -0.29 14.75 23.98 26.15 26.62 74.01 33.08 45.09 21.15 1.34 13.71
Sharpe Ratio NA -0.05 -0.69 -0.56 -0.42 NA NA -0.20 -0.45 -1.16 0.22 -0.11 2.80 -1.06 -0.29 0.72 -0.91 -0.22 2.34 1.20 0.45 0.10 0.61 -0.66 -0.06 0.28 -0.21 0.91 -0.08 -0.31 0.85 -0.30 0.33 -1.13 -0.01 0.06 0.27 -0.74 0.08 -1.22 1.13 -0.32 0.62 0.98 0.57 0.87 2.83 0.90 3.18 0.63 -0.38 0.37
Standard Deviation(%) NA 99.83 82.70 70.46 57.05 NA NA 104.41 75.97 73.41 31.74 57.93 33.31 51.90 31.47 45.11 28.70 24.76 26.24 22.38 40.74 39.40 59.50 58.39 31.18 30.05 32.64 27.74 34.87 38.10 35.20 43.98 43.70 32.70 35.65 24.99 24.19 26.95 25.44 29.27 16.96 18.30 14.16 19.42 38.43 25.56 24.24 28.69 12.14 20.89 24.25 25.70
Draw Down(%) NA 48.86 93.07 93.10 94.36 NA NA 48.86 72.03 88.74 27.46 45.40 22.53 57.99 32.56 24.38 38.95 30.10 11.09 15.99 26.02 34.08 52.51 49.21 25.28 32.07 26.57 18.79 30.36 43.18 21.20 29.71 24.71 40.33 23.76 9.72 30.98 24.03 21.29 40.04 16.14 29.35 14.18 9.70 35.76 21.56 16.67 20.81 7.55 19.82 23.88 11.34
Yield(%) 0.00 0.00 0.30 1.05 1.38 3.13 2.71 0.00 0.00 0.12 1.85 3.72 5.12 2.38 1.60 2.72 1.88 2.00 2.70 2.46 2.85 2.84 3.76 2.45 2.28 2.55 2.40 2.89 3.24 5.61 5.54 5.11 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 11/05/2024, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GLT (Glatfelter) -54.50%
Nov 2020 – Nov 2023
-38.28%
Jun 2019 – Jun 2024
-24.75%
Jan 2014 – Jan 2024
-10.27%
Aug 2008 – Aug 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GLT (Glatfelter) 64.11%
Jul 1982 – Jul 1985
54.57%
Aug 1982 – Aug 1987
30.00%
Feb 1982 – Feb 1992
16.96%
Aug 1980 – Aug 1995
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return