Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTAWX (Short Term Tax Aware Fixed Income Portfo) | NA | 332,060.37% | 1,392.52% | 409.13% | NA | NA | NA | … | … |
Data as of 09/19/2024, Common starting date is 07/07/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTAWX (Short Term Tax Aware Fixed Income Portfo) | 07/07/2016 | 09/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 332,060.37 | 1,392.52 | 409.13 | NA | NA | NA | … | … | 324,397.72 | 4.09 | -1.15 | -0.22 | 1.97 | 2.72 | 1.22 | 0.81 | -0.85 |
| Sharpe Ratio | NA | 411.43 | 2.98 | 1.13 | NA | NA | NA | … | … | 8,123.68 | -0.13 | -1.80 | -0.39 | 0.66 | 1.75 | -0.15 | 0.22 | -2.08 |
| Standard Deviation(%) | NA | 807.08 | 466.28 | 361.23 | NA | NA | NA | … | … | 952.31 | 1.25 | 1.41 | 0.63 | 2.63 | 0.75 | 0.62 | 0.81 | 0.95 |
| Draw Down(%) | NA | 0.71 | 3.44 | 4.52 | NA | NA | NA | … | … | 0.40 | 1.08 | 3.04 | 0.61 | 4.52 | 0.68 | 0.42 | 0.98 | 1.38 |
| Yield(%) | 0.00 | 103.38 | 34.10 | 21.05 | 10.84 | 7.23 | 5.42 | … | … | 101.18 | 1.85 | 0.95 | 0.67 | 1.13 | 1.30 | 1.01 | 0.71 | 0.25 |
Data as of 09/19/2024, Common starting date is 07/07/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTAWX (Short Term Tax Aware Fixed Income Portfo) |
-0.25%
Oct 2019 – Oct 2022 |
0.42%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTAWX (Short Term Tax Aware Fixed Income Portfo) |
1,392.27%
Aug 2021 – Aug 2024 |
408.63%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart