Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GTCEX (STRATEGIC EQUITY PORTFOLIO STRATEGIC EQUITY PORTFOLIO) | 4.88% | -0.03% | 2.45% | 2.47% | 5.97% | 9.06% | 6.47% | 7.61% |
Data as of 07/03/2025, AR inception is 10/27/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTCEX (STRATEGIC EQUITY PORTFOLIO STRATEGIC EQUITY PORTFOLIO) | 10/27/1989 | 07/03/2025 |
| 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.88 | -0.03 | 2.45 | 2.47 | 5.97 | 9.06 | 6.47 | 7.61 | 4.88 | 2.32 | 3.21 | -21.47 | 14.09 | 5.47 | 29.53 | -6.84 | 25.93 | 12.22 | 0.78 | 13.26 | 30.29 | 13.70 | -1.32 | 13.35 | 27.21 | -36.08 | 10.23 | 13.22 | 4.54 | 11.29 | 19.54 | -22.58 | -12.72 | -6.81 | 22.75 | 14.80 | 34.02 | 31.58 | 27.25 | -5.65 | 8.73 | 8.17 | 30.68 | -5.68 | 0.38 |
| Sharpe Ratio | NA | -0.16 | -0.04 | 0.03 | 0.23 | NA | NA | 0.30 | 0.32 | -0.27 | -0.05 | -0.89 | 0.81 | 0.15 | 2.25 | -0.49 | 3.62 | 0.89 | 0.05 | 1.16 | 2.83 | 1.01 | -0.05 | 0.70 | 1.07 | -0.97 | 0.44 | 0.90 | 0.23 | 0.96 | 1.23 | -1.00 | -0.76 | -0.48 | 1.00 | 0.62 | 1.94 | 2.49 | 2.41 | -0.70 | 0.75 | 0.53 | 1.68 | -0.47 | -0.30 |
| Standard Deviation(%) | NA | 20.70 | 20.86 | 20.39 | 20.02 | NA | NA | 18.55 | 21.61 | 15.59 | 21.96 | 25.79 | 17.37 | 35.63 | 12.52 | 16.54 | 7.02 | 13.51 | 15.13 | 11.45 | 10.67 | 13.59 | 24.86 | 18.95 | 25.29 | 38.09 | 16.37 | 11.07 | 10.54 | 10.81 | 15.28 | 23.77 | 20.09 | 22.73 | 19.56 | 18.62 | 15.62 | 11.18 | 9.73 | 12.25 | 8.83 | 10.89 | 15.92 | 23.36 | 10.60 |
| Draw Down(%) | NA | 26.07 | 26.07 | 34.74 | 35.61 | NA | NA | 53.00 | 17.41 | 14.12 | 16.65 | 24.33 | 12.85 | 35.61 | 7.08 | 19.63 | 2.26 | 10.52 | 11.25 | 7.20 | 5.64 | 10.03 | 21.91 | 17.02 | 24.16 | 46.50 | 10.67 | 9.82 | 6.82 | 7.52 | 13.94 | 30.79 | 28.75 | 17.96 | 9.05 | 22.21 | 9.48 | 6.19 | 6.65 | 11.91 | 5.34 | 6.43 | 4.46 | 15.35 | 3.37 |
| Yield(%) | 0.00 | 0.39 | 0.48 | 0.47 | 3.32 | 6.44 | 4.76 | 8.60 | 0.10 | 0.40 | 0.53 | 0.40 | 0.41 | 0.73 | 3.35 | 2.07 | 8.81 | 8.11 | 8.75 | 14.24 | 13.77 | 2.22 | 0.64 | 0.57 | 0.82 | 0.60 | 4.69 | 8.22 | 2.67 | 1.32 | 1.76 | 0.99 | 0.98 | 13.55 | 12.04 | 3.84 | 15.58 | 13.16 | 2.97 | 2.20 | 2.66 | 2.67 | 3.33 | 3.54 | 1.73 |
Data as of 07/03/2025, AR inception is 10/27/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTCEX (STRATEGIC EQUITY PORTFOLIO STRATEGIC EQUITY PORTFOLIO) |
-16.97%
Mar 2000 - Mar 2003 |
-5.23%
Mar 1998 - Mar 2003 |
-3.00%
Feb 1999 - Feb 2009 |
2.86%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTCEX (STRATEGIC EQUITY PORTFOLIO STRATEGIC EQUITY PORTFOLIO) |
32.16%
Apr 1995 - Apr 1998 |
25.89%
Dec 1994 - Dec 1999 |
17.50%
Aug 1990 - Aug 2000 |
11.30%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart