Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GOWLX (GREEN OWL INTRINSIC VALUE FUND GREEN OWL INTRINSIC VALUE FUND) | NA | 9.15% | 15.96% | 8.31% | 8.73% | NA | NA | 11.53% |
Data as of 05/25/2023, AR inception is 12/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOWLX (GREEN OWL INTRINSIC VALUE FUND GREEN OWL INTRINSIC VALUE FUND) | 12/23/2011 | 05/25/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.15 | 15.96 | 8.31 | 8.73 | NA | NA | 11.53 | 0.00 | -11.25 | 9.06 | 13.51 | 27.03 | -10.69 | 17.12 | 19.81 | -7.05 | 7.44 | 33.73 | 19.36 | 0.00 |
| Sharpe Ratio | NA | 0.26 | 0.78 | 0.30 | 0.42 | NA | NA | 0.56 | 0.00 | -0.44 | 0.39 | 0.35 | 1.78 | -0.67 | 1.85 | 1.19 | -0.43 | 0.65 | 3.02 | 1.59 | 0.00 |
| Standard Deviation(%) | NA | 22.82 | 20.71 | 23.87 | 19.49 | NA | NA | 18.72 | NA | 28.53 | 23.11 | 37.88 | 14.41 | 17.91 | 8.97 | 16.45 | 16.31 | 11.35 | 11.17 | 12.24 | NA |
| Draw Down(%) | NA | 19.32 | 28.09 | 41.64 | 41.64 | NA | NA | 41.64 | 0.00 | 28.07 | 20.52 | 41.64 | 9.32 | 20.87 | 5.97 | 14.47 | 15.01 | 7.83 | 5.18 | 9.00 | 0.00 |
| Yield(%) | 0.00 | 9.76 | 13.89 | 9.69 | 8.06 | 7.72 | 5.79 | 10.53 | 0.00 | 7.89 | 20.61 | 3.13 | 6.07 | 9.39 | 2.30 | 0.41 | 1.88 | 5.26 | 4.64 | 1.05 | 0.00 |
Data as of 05/25/2023, AR inception is 12/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOWLX (GREEN OWL INTRINSIC VALUE FUND GREEN OWL INTRINSIC VALUE FUND) |
-3.23%
Mar 2017 - Mar 2020 |
0.63%
Mar 2015 - Mar 2020 |
8.91%
Sep 2012 - Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOWLX (GREEN OWL INTRINSIC VALUE FUND GREEN OWL INTRINSIC VALUE FUND) |
23.26%
Dec 2018 - Dec 2021 |
16.87%
Jun 2016 - Jun 2021 |
13.23%
Jan 2012 - Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart