Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMDYX (MEDIUM-DURATION BOND INSTITUTIONAL) | 0.25% | 5.49% | 4.68% | 0.15% | 1.85% | 1.25% | 0.23% | … | … |
Data as of 06/04/2026, Common starting date is 09/21/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMDYX (MEDIUM-DURATION BOND INSTITUTIONAL) | 09/21/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.49 | 4.68 | 0.15 | 1.85 | 1.25 | 0.23 | … | … | 0.25 | 8.24 | 1.85 | 6.29 | -14.61 | -2.22 | 6.52 | 9.81 | -0.25 | 4.01 | 4.62 | 0.17 | 3.57 | -5.60 | 1.10 | -0.14 | -2.95 | 4.77 | -15.32 | -1.06 | -2.30 | -1.16 | 2.92 | 3.60 | 4.97 | -1.39 |
| Sharpe Ratio | NA | 0.90 | 0.33 | -0.39 | 0.05 | NA | NA | … | … | -0.39 | 1.23 | -0.33 | 0.36 | -2.09 | -0.64 | 1.05 | 2.36 | -0.57 | 1.21 | 1.35 | 0.04 | 1.43 | -1.58 | 0.28 | -0.04 | -0.43 | 0.64 | -1.94 | -0.96 | -1.62 | -1.05 | 0.47 | 0.56 | 0.72 | -0.90 |
| Standard Deviation(%) | NA | 3.89 | 5.42 | 5.95 | 5.04 | NA | NA | … | … | 4.39 | 4.36 | 5.40 | 7.37 | 7.69 | 3.48 | 5.95 | 3.53 | 2.90 | 2.78 | 3.26 | 3.62 | 2.49 | 3.56 | 3.74 | 4.50 | 7.13 | 7.26 | 8.35 | 4.41 | 3.53 | 3.27 | 4.10 | 5.12 | 5.31 | 7.03 |
| Draw Down(%) | NA | 2.94 | 6.60 | 19.85 | 22.11 | NA | NA | … | … | 2.94 | 2.89 | 3.89 | 7.40 | 18.66 | 4.41 | 9.01 | 2.07 | 2.76 | 1.57 | 3.88 | 2.93 | 1.00 | 6.39 | 3.18 | 4.64 | 9.81 | 5.58 | 19.86 | 4.64 | 4.78 | 4.39 | 4.00 | 4.44 | 3.81 | 5.23 |
| Yield(%) | 0.00 | 4.47 | 4.37 | 3.07 | 6.49 | 4.51 | 2.94 | … | … | 1.64 | 4.70 | 4.55 | 3.65 | 1.94 | 1.74 | 2.43 | 4.31 | 2.70 | 2.19 | 6.01 | 4.91 | 2.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.77 | 4.90 | 6.12 | 6.81 | 2.43 |
Data as of 06/04/2026, Common starting date is 09/21/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMDYX (MEDIUM-DURATION BOND INSTITUTIONAL) |
-7.27%
Nov 2005 – Nov 2008 |
-4.45%
Mar 2004 – Mar 2009 |
-2.36%
Aug 2005 – Aug 2015 |
-0.92%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMDYX (MEDIUM-DURATION BOND INSTITUTIONAL) |
6.42%
Oct 2022 – Oct 2025 |
5.28%
Nov 2015 – Nov 2020 |
2.30%
Dec 2010 – Dec 2020 |
1.46%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart