Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTCSX (SMALL CAP EQUITY PORTFOLIO ADVISOR) | 9.76% | 20.63% | 9.58% | 5.19% | 9.08% | 9.72% | 8.51% | … | … |
Data as of 06/05/2026, Common starting date is 04/26/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTCSX (SMALL CAP EQUITY PORTFOLIO ADVISOR) | 04/26/1991 | 06/05/2026 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 20.63 | 9.58 | 5.19 | 9.08 | 9.72 | 8.51 | … | … | 9.76 | -1.95 | 8.50 | 16.93 | -10.91 | 28.87 | 15.65 | 21.12 | -16.17 | 15.80 | 18.08 | -2.97 | 3.08 | 47.93 | 16.71 | 0.10 | 27.09 | 30.51 | -36.73 | 4.48 | 15.77 | 4.47 | 21.99 | 34.54 | -11.17 | 10.56 | 8.20 | 1.41 | -14.15 | 30.21 | 25.10 | 15.02 | -0.83 | 15.24 | 12.46 | 9.55 |
| Sharpe Ratio | NA | 1.04 | 0.34 | 0.13 | 0.32 | NA | NA | … | … | 1.30 | -0.21 | 0.26 | 0.69 | -0.49 | 1.48 | 0.33 | 1.16 | -0.94 | 1.22 | 0.95 | -0.18 | 0.19 | 3.32 | 0.98 | 0.00 | 1.15 | 0.88 | -0.90 | 0.07 | 0.76 | 0.14 | 1.35 | 2.11 | -0.55 | 0.45 | 0.18 | -0.16 | -0.97 | 2.54 | 2.55 | 0.81 | -0.40 | 1.10 | 0.64 | 0.50 |
| Standard Deviation(%) | NA | 18.06 | 20.06 | 20.86 | 23.51 | NA | NA | … | … | 18.01 | 22.90 | 18.59 | 19.29 | 25.09 | 19.47 | 46.66 | 16.97 | 18.69 | 12.51 | 18.82 | 16.99 | 15.92 | 14.41 | 17.14 | 32.32 | 23.49 | 34.50 | 41.91 | 19.00 | 16.42 | 15.31 | 15.59 | 16.04 | 22.37 | 18.44 | 22.26 | 12.21 | 18.24 | 10.40 | 8.34 | 13.61 | 9.70 | 11.81 | 15.38 | 21.16 |
| Draw Down(%) | NA | 11.13 | 28.54 | 28.54 | 49.50 | NA | NA | … | … | 11.13 | 25.37 | 8.63 | 16.21 | 21.57 | 8.90 | 47.15 | 12.67 | 28.30 | 6.79 | 13.83 | 14.99 | 15.57 | 5.36 | 13.79 | 28.44 | 19.75 | 31.52 | 51.75 | 11.99 | 15.55 | 10.66 | 10.74 | 10.98 | 30.75 | 18.75 | 16.54 | 15.28 | 37.23 | 7.26 | 10.52 | 15.61 | 12.57 | 11.13 | 19.25 | 9.62 |
| Yield(%) | 0.00 | 8.40 | 7.16 | 6.52 | 7.57 | 8.66 | 7.54 | … | … | 0.05 | 7.51 | 4.49 | 9.17 | 9.95 | 5.53 | 0.15 | 0.27 | 13.66 | 11.12 | 2.30 | 1.07 | 4.03 | 6.80 | 2.19 | 0.09 | 0.00 | 0.13 | 0.46 | 13.87 | 16.26 | 15.68 | 16.90 | 2.63 | 4.74 | 12.25 | 1.26 | 0.97 | 0.76 | 21.42 | 9.98 | 1.96 | 1.23 | 1.15 | 1.36 | 1.83 |
Data as of 06/05/2026, Common starting date is 04/26/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTCSX (SMALL CAP EQUITY PORTFOLIO ADVISOR) |
-17.10%
Feb 2006 – Feb 2009 |
-5.13%
Feb 2004 – Feb 2009 |
2.53%
Feb 1999 – Feb 2009 |
3.77%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTCSX (SMALL CAP EQUITY PORTFOLIO ADVISOR) |
32.12%
Feb 2009 – Feb 2012 |
29.18%
Feb 2009 – Feb 2014 |
16.85%
Feb 2009 – Feb 2019 |
14.65%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart