Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GOODX (GOODHAVEN FUND GOODHAVEN FUND) | 0.35% | 8.36% | 14.35% | 10.94% | 9.82% | 8.54% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/12/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOODX (GOODHAVEN FUND GOODHAVEN FUND) | 04/12/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 8.36 | 14.35 | 10.94 | 9.82 | 8.54 | NA | … | … | 0.35 | 7.04 | 18.87 | 34.07 | -11.51 | 35.97 | 6.33 | 19.03 | -9.76 | 3.95 | 20.13 | -18.44 | -1.39 | 19.40 | 19.50 | 1.50 |
| Sharpe Ratio | NA | 0.35 | 0.83 | 0.52 | 0.49 | NA | NA | … | … | -0.33 | 0.24 | 1.38 | 2.22 | -0.57 | 2.56 | 0.18 | 1.67 | -0.86 | 0.36 | 1.28 | -1.21 | -0.12 | 2.10 | 1.65 | 0.11 |
| Standard Deviation(%) | NA | 12.41 | 13.79 | 16.17 | 17.31 | NA | NA | … | … | 12.75 | 17.47 | 11.06 | 13.85 | 22.85 | 14.04 | 33.30 | 10.48 | 13.06 | 9.08 | 15.61 | 15.23 | 11.67 | 9.21 | 11.88 | 19.06 |
| Draw Down(%) | NA | 10.71 | 16.27 | 19.74 | 38.58 | NA | NA | … | … | 10.71 | 16.25 | 6.51 | 9.67 | 19.74 | 5.08 | 38.58 | 7.58 | 16.68 | 8.00 | 9.26 | 22.35 | 15.46 | 5.10 | 8.71 | 12.01 |
| Yield(%) | 0.00 | 3.14 | 3.03 | 2.14 | 1.90 | 2.90 | 2.18 | … | … | 0.00 | 3.12 | 2.82 | 1.89 | 0.34 | 0.18 | 0.47 | 1.49 | 1.12 | 0.00 | 0.00 | 0.00 | 13.40 | 1.22 | 1.98 | 0.10 |
Data as of 06/04/2026, Common starting date is 04/12/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOODX (GOODHAVEN FUND GOODHAVEN FUND) |
-7.67%
Mar 2017 – Mar 2020 |
-4.03%
Mar 2015 – Mar 2020 |
4.55%
Sep 2012 – Sep 2022 |
8.32%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOODX (GOODHAVEN FUND GOODHAVEN FUND) |
24.65%
Mar 2020 – Mar 2023 |
23.39%
Mar 2020 – Mar 2025 |
11.60%
Jan 2016 – Jan 2026 |
8.32%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart