Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMIZX (MYDESTINATION 2005 FUND INVESTOR) | NA | -3.75% | -1.94% | 0.32% | 0.00% | NA | NA | … | … |
Data as of 02/10/2017, Common starting date is 01/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMIZX (MYDESTINATION 2005 FUND INVESTOR) | 01/04/2007 | 02/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.91 | -3.75 | -1.94 | 0.32 | 0.00 | NA | NA | … | … | -10.94 | 5.07 | -1.63 | 2.64 | 4.29 | 6.77 | 0.73 | 7.81 | 18.98 | -28.21 | 3.40 |
| Sharpe Ratio | NA | -0.26 | -0.20 | 0.03 | -0.04 | NA | NA | … | … | -1.68 | 1.12 | -0.38 | 0.78 | 0.96 | 1.45 | 0.08 | 0.88 | 1.36 | -1.42 | 0.05 |
| Standard Deviation(%) | NA | 15.27 | 10.07 | 8.89 | 11.40 | NA | NA | … | … | 38.76 | 4.31 | 4.36 | 3.35 | 4.44 | 4.67 | 8.81 | 8.74 | 13.91 | 20.50 | 8.09 |
| Draw Down(%) | NA | 12.06 | 12.06 | 12.06 | 40.85 | NA | NA | … | … | 12.06 | 3.19 | 5.36 | 2.96 | 4.73 | 3.06 | 7.47 | 6.33 | 14.83 | 32.56 | 4.78 |
| Yield(%) | 0.38 | 2.54 | 4.14 | 2.67 | 1.32 | 0.89 | 0.66 | … | … | 0.38 | 2.09 | 6.22 | 4.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/10/2017, Common starting date is 01/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMIZX (MYDESTINATION 2005 FUND INVESTOR) |
-5.47%
Jun 2007 – Jun 2010 |
-1.13%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMIZX (MYDESTINATION 2005 FUND INVESTOR) |
14.26%
Feb 2009 – Feb 2012 |
10.13%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart