Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GSAT (Globalstar, Inc.) 35.40% 321.25% 68.58% 36.33% 17.81% 11.41% NA
Data as of 06/04/2026, Common starting date is 11/02/2006
More Performance Analytics Comparison
Name Start Date End Date
GSAT (Globalstar, Inc.) 11/02/2006 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 2010 2009 2008 2007 2006
Annualized Return (%) -2.11 321.25 68.58 36.33 17.81 11.41 NA 35.40 103.56 6.70 45.86 14.66 241.18 -34.62 -18.75 -51.15 -17.09 9.72 -47.64 57.14 464.52 -42.59 -62.76 66.67 335.00 -97.50 -42.49 -20.61
Sharpe Ratio NA 5.03 0.99 0.34 0.09 NA NA 1.91 1.40 0.00 0.67 0.19 1.57 -0.41 -0.28 -0.61 -0.29 0.08 -0.76 0.91 5.43 -0.38 -0.60 1.11 2.81 -0.63 -0.73 -1.55
Standard Deviation(%) NA 69.05 68.67 76.94 88.80 NA NA 61.52 73.38 73.36 62.43 69.87 153.36 84.27 72.40 85.97 61.90 119.28 62.77 62.86 85.62 113.26 104.51 59.97 119.35 155.61 62.44 52.13
Draw Down(%) NA 26.53 50.72 67.66 89.34 NA NA 19.87 46.43 50.72 41.22 45.18 66.15 55.17 52.11 77.61 52.87 72.00 59.83 61.66 53.45 70.59 75.17 29.08 63.64 98.34 56.47 26.94
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 11/02/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GSAT (Globalstar, Inc.) -60.31%
Dec 2006 – Dec 2009
-50.65%
Jul 2007 – Jul 2012
-21.00%
Mar 2008 – Mar 2018
-15.90%
Jan 2007 – Jan 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GSAT (Globalstar, Inc.) 107.44%
Sep 2011 – Sep 2014
66.13%
Nov 2020 – Nov 2025
21.30%
Aug 2012 – Aug 2022
16.35%
Dec 2008 – Dec 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return