Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTCMX (MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO) | NA | 3.41% | -0.53% | 0.78% | 1.53% | 1.86% | 2.32% | … | … |
Data as of 09/19/2024, Common starting date is 08/04/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTCMX (MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO) | 08/04/1992 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.41 | -0.53 | 0.78 | 1.53 | 1.86 | 2.32 | … | … | -0.42 | 4.47 | -5.00 | 0.03 | 4.32 | 5.19 | 1.37 | 3.35 | -0.06 | 1.67 | 3.82 | -0.95 | 2.86 | 5.81 | 1.54 | 7.18 | 2.50 | 4.31 | 3.38 | 1.36 | 2.19 | 3.87 | 8.74 | 5.02 | 7.23 | 0.46 | 5.08 | 7.15 | 4.36 | 13.69 | -4.44 | 8.99 | 1.64 |
| Sharpe Ratio | NA | -0.80 | -1.68 | -0.39 | 0.09 | NA | NA | … | … | -4.19 | 0.09 | -2.47 | 0.01 | 0.72 | 2.82 | 0.05 | 1.77 | -0.15 | 1.21 | 2.86 | -0.46 | 1.87 | 4.11 | 0.85 | 2.37 | 0.44 | 0.79 | 0.09 | -0.52 | 0.45 | 1.26 | 3.32 | 1.68 | 2.82 | -2.00 | 1.13 | 2.24 | 0.35 | 4.05 | -1.70 | 2.96 | 0.51 |
| Standard Deviation(%) | NA | 2.01 | 2.17 | 3.10 | 2.42 | NA | NA | … | … | 1.42 | 2.37 | 2.60 | 1.08 | 5.68 | 1.34 | 1.16 | 1.55 | 1.82 | 1.35 | 1.33 | 2.14 | 1.52 | 1.41 | 1.70 | 2.99 | 3.59 | 1.68 | 1.32 | 1.55 | 2.76 | 2.53 | 2.30 | 1.63 | 1.11 | 1.38 | 1.55 | 1.61 | 2.44 | 2.43 | 4.35 | 2.33 | 3.78 |
| Draw Down(%) | NA | 1.64 | 8.33 | 8.72 | 8.72 | NA | NA | … | … | 1.52 | 3.42 | 7.95 | 1.32 | 8.72 | 1.52 | 1.26 | 1.60 | 3.83 | 1.82 | 1.04 | 3.98 | 1.42 | 1.43 | 2.73 | 2.47 | 5.66 | 1.24 | 0.88 | 1.69 | 4.62 | 3.77 | 2.64 | 2.28 | 0.99 | 1.46 | 0.86 | 1.13 | 2.25 | 1.12 | 8.33 | 1.68 | 1.57 |
| Yield(%) | 0.00 | 103.61 | 32.65 | 20.46 | 11.37 | 8.44 | 7.23 | … | … | 99.70 | 2.38 | 1.56 | 1.37 | 1.75 | 2.30 | 1.89 | 1.86 | 1.87 | 1.47 | 2.13 | 2.28 | 2.12 | 2.29 | 2.11 | 2.88 | 3.11 | 3.64 | 3.88 | 3.13 | 3.27 | 3.99 | 4.47 | 4.76 | 4.95 | 4.38 | 4.49 | 5.11 | 5.09 | 5.52 | 5.20 | 4.39 | 1.92 |
Data as of 09/19/2024, Common starting date is 08/04/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTCMX (MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO) |
-1.72%
Oct 2020 – Oct 2023 |
0.46%
Oct 2017 – Oct 2022 |
1.03%
Oct 2012 – Oct 2022 |
1.93%
Jul 2009 – Jul 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTCMX (MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO) |
8.48%
Nov 1994 – Nov 1997 |
6.51%
Nov 1994 – Nov 1999 |
5.80%
Nov 1994 – Nov 2004 |
5.18%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart