Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTAPX (LONG/SHORT PORTFOLIO LONG/SHORT PORTFOLIO) | 5.35% | 14.90% | 11.97% | 8.66% | 5.74% | 5.62% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTAPX (LONG/SHORT PORTFOLIO LONG/SHORT PORTFOLIO) | 10/05/2006 | 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 (%) | 0.89 | 14.90 | 11.97 | 8.66 | 5.74 | 5.62 | NA | … | … | 5.35 | 12.79 | 13.28 | 4.42 | 3.16 | 17.72 | -5.16 | 3.26 | -8.65 | 8.74 | 6.66 | 0.27 | 5.05 | 13.72 | 7.06 | 2.69 | 3.64 | -0.12 | -12.78 | -3.56 | -2.29 |
| Sharpe Ratio | NA | 1.61 | 1.28 | 0.88 | 0.48 | NA | NA | … | … | 1.17 | 1.26 | 1.65 | 0.14 | 0.20 | 2.43 | -0.31 | 0.27 | -1.39 | 1.91 | 1.23 | 0.04 | 1.02 | 2.48 | 1.16 | 0.28 | 0.47 | -0.02 | -0.90 | -0.74 | -2.90 |
| Standard Deviation(%) | NA | 6.72 | 6.71 | 7.12 | 8.44 | NA | NA | … | … | 7.59 | 7.91 | 5.86 | 5.60 | 8.51 | 7.28 | 17.44 | 6.66 | 7.26 | 4.24 | 5.24 | 6.01 | 4.95 | 5.52 | 6.11 | 9.44 | 7.60 | 9.56 | 15.19 | 9.13 | 4.47 |
| Draw Down(%) | NA | 3.01 | 5.99 | 7.91 | 30.40 | NA | NA | … | … | 3.01 | 5.99 | 3.03 | 3.57 | 7.91 | 3.75 | 23.28 | 8.18 | 13.99 | 1.74 | 3.63 | 5.33 | 5.18 | 2.87 | 5.24 | 7.25 | 6.58 | 12.56 | 21.56 | 13.24 | 3.26 |
| Yield(%) | 0.00 | 15.07 | 12.18 | 7.97 | 4.66 | 4.04 | 2.64 | … | … | 0.00 | 16.00 | 11.87 | 10.59 | 0.00 | 0.00 | 0.00 | 0.98 | 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 10/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTAPX (LONG/SHORT PORTFOLIO LONG/SHORT PORTFOLIO) |
-7.79%
Jun 2007 – Jun 2010 |
-2.57%
May 2007 – May 2012 |
1.73%
May 2007 – May 2017 |
1.96%
Nov 2006 – Nov 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTAPX (LONG/SHORT PORTFOLIO LONG/SHORT PORTFOLIO) |
12.23%
May 2023 – May 2026 |
10.55%
Mar 2020 – Mar 2025 |
5.67%
Jan 2016 – Jan 2026 |
5.54%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart