Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMQAX (Mid Cap Equity Portfolio Advisor Shares) | NA | -6.73% | 4.66% | NA | NA | NA | NA | … | … |
Data as of 12/28/2018, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMQAX (Mid Cap Equity Portfolio Advisor Shares) | 10/02/2014 | 12/28/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.73 | 4.66 | NA | NA | NA | NA | … | … | -5.89 | 12.38 | 9.27 | -4.30 | 7.59 |
| Sharpe Ratio | NA | -0.60 | 0.28 | NA | NA | NA | NA | … | … | -0.54 | 1.10 | 0.53 | -0.26 | 2.00 |
| Standard Deviation(%) | NA | 13.44 | 13.99 | NA | NA | NA | NA | … | … | 13.44 | 10.71 | 17.10 | 16.49 | 17.35 |
| Draw Down(%) | NA | 12.65 | 16.22 | NA | NA | NA | NA | … | … | 12.65 | 6.40 | 14.80 | 13.49 | 7.52 |
| Yield(%) | 0.00 | 0.37 | 0.50 | 0.58 | 0.29 | 0.19 | 0.15 | … | … | 0.38 | 0.39 | 0.64 | 1.20 | 0.07 |
Data as of 12/28/2018, Common starting date is 10/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMQAX (Mid Cap Equity Portfolio Advisor Shares) |
2.43%
May 2015 – May 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMQAX (Mid Cap Equity Portfolio Advisor Shares) |
7.40%
Jan 2015 – Jan 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart