Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLV (Clough Global Allocation Fund) | 13.46% | 29.82% | 18.55% | 0.16% | 6.11% | 5.48% | 3.98% | … | … |
Data as of 06/04/2026, Common starting date is 07/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLV (Clough Global Allocation Fund) | 07/28/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.05 | 29.82 | 18.55 | 0.16 | 6.11 | 5.48 | 3.98 | … | … | 13.46 | 23.00 | 18.07 | -8.44 | -31.93 | 24.37 | 4.12 | 22.26 | -16.14 | 22.35 | 0.40 | 0.80 | 6.55 | 21.59 | 17.57 | -12.26 | 12.33 | 55.62 | -46.29 | 8.19 | -10.09 | 35.77 | 11.27 |
| Sharpe Ratio | NA | 2.11 | 1.12 | -0.14 | 0.22 | NA | NA | … | … | 1.95 | 1.37 | 1.08 | -0.85 | -1.31 | 1.45 | 0.09 | 1.87 | -1.22 | 1.92 | 0.01 | 0.05 | 0.56 | 1.88 | 1.25 | -0.53 | 0.59 | 1.98 | -0.91 | 0.25 | -0.56 | 1.45 | 2.11 |
| Standard Deviation(%) | NA | 12.44 | 14.06 | 17.35 | 20.27 | NA | NA | … | … | 15.22 | 14.73 | 13.42 | 14.26 | 25.53 | 16.77 | 44.03 | 11.14 | 14.45 | 11.37 | 14.16 | 16.14 | 11.59 | 11.44 | 14.09 | 23.21 | 20.89 | 28.09 | 51.89 | 20.54 | 24.28 | 23.13 | 12.66 |
| Draw Down(%) | NA | 8.20 | 13.64 | 47.37 | 47.37 | NA | NA | … | … | 8.20 | 9.32 | 8.45 | 20.55 | 35.18 | 11.92 | 45.05 | 5.23 | 23.69 | 8.00 | 19.62 | 14.73 | 14.35 | 8.33 | 10.89 | 24.97 | 18.74 | 23.36 | 61.73 | 13.49 | 21.75 | 12.71 | 4.61 |
| Yield(%) | 0.00 | 11.80 | 11.96 | 6.97 | 8.80 | 7.38 | 5.04 | … | … | 4.74 | 11.76 | 12.35 | 10.87 | 10.07 | 11.55 | 10.95 | 11.92 | 10.26 | 11.04 | 10.13 | 9.75 | 10.20 | 8.77 | 9.23 | 7.60 | 7.84 | 10.09 | 5.81 | 10.96 | 7.68 | 10.73 | 1.50 |
Data as of 06/04/2026, Common starting date is 07/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLV (Clough Global Allocation Fund) |
-21.15%
Feb 2006 – Feb 2009 |
-4.73%
Sep 2018 – Sep 2023 |
0.39%
Oct 2013 – Oct 2023 |
1.12%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLV (Clough Global Allocation Fund) |
24.21%
Feb 2009 – Feb 2012 |
20.96%
Feb 2009 – Feb 2014 |
12.03%
Feb 2009 – Feb 2019 |
7.45%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart