Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| GRZZX (GRIZZLY SHORT FUND NO LOAD) | -8.75% | -3.24% | -7.00% | -10.47% | -15.15% | -13.25% | -14.52% | -10.46% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GRZZX (GRIZZLY SHORT FUND NO LOAD) | 06/19/2000 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 06/19/2000.
AR inception is since 06/19/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.10 | -7.00 | -10.47 | -15.15 | -13.25 | -14.52 | -10.46 | -8.75 | -3.24 | -6.72 | -18.72 | 22.43 | -15.87 | -41.33 | -29.43 | 0.50 | -19.84 | -14.40 | 3.81 | -11.04 | -26.61 | -21.13 | -1.92 | -23.19 | -47.17 | 78.99 | 25.47 | 8.31 | 3.96 | -14.19 | -30.79 | 15.49 | 19.31 | 17.03 |
| Sharpe Ratio | NA | -0.70 | -0.71 | -0.88 | -0.71 | NA | NA | -0.41 | -0.44 | -0.96 | -1.38 | 0.73 | -1.13 | -1.13 | -1.82 | -0.05 | -2.36 | -0.74 | 0.22 | -0.81 | -1.98 | -1.22 | -0.07 | -1.07 | -1.18 | 1.66 | 1.06 | 0.32 | 0.14 | -1.00 | -1.70 | 0.47 | 0.53 | 0.77 |
| Standard Deviation(%) | NA | 20.29 | 20.74 | 21.13 | 21.01 | NA | NA | 24.08 | 27.94 | 13.87 | 16.83 | 28.90 | 14.08 | 36.66 | 16.95 | 16.91 | 8.69 | 19.74 | 17.38 | 13.66 | 13.47 | 17.52 | 28.02 | 21.68 | 40.02 | 46.78 | 21.25 | 15.80 | 12.55 | 15.17 | 18.47 | 30.61 | 32.32 | 38.90 |
| Draw Down(%) | NA | 17.41 | 34.79 | 58.75 | 82.43 | NA | NA | 96.69 | 17.41 | 16.28 | 19.68 | 18.52 | 21.79 | 59.94 | 31.55 | 18.49 | 20.32 | 30.69 | 13.70 | 15.95 | 26.61 | 22.95 | 19.90 | 26.16 | 60.00 | 26.68 | 8.89 | 9.26 | 11.38 | 19.10 | 38.16 | 22.35 | 26.46 | 23.79 |
| Yield(%) | 0.00 | 6.32 | 3.83 | 1.41 | 0.44 | 0.12 | 2.78 | 3.37 | 0.00 | 8.71 | 5.07 | 0.00 | 0.00 | 0.00 | 0.80 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 12.18 | 20.21 | 24.64 | 9.32 | 0.29 | 0.00 | 12.44 | 11.81 | 15.48 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRZZX (GRIZZLY SHORT FUND NO LOAD) |
-33.67%
Feb 2009 - Feb 2012 |
-28.33%
Feb 2009 - Feb 2014 |
-20.29%
Feb 2009 - Feb 2019 |
-18.83%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRZZX (GRIZZLY SHORT FUND NO LOAD) |
42.93%
Feb 2006 - Feb 2009 |
21.26%
Feb 2004 - Feb 2009 |
2.68%
Aug 2000 - Aug 2010 |
-4.18%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison Chart