Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTLIX (Large Cap Core Portfolio Instl Shs) | 22.68% | 42.27% | 21.45% | 11.27% | 12.87% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTLIX (Large Cap Core Portfolio Instl Shs) | 07/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.04 | 42.27 | 21.45 | 11.27 | 12.87 | NA | NA | … | … | 22.68 | -1.49 | 14.10 | 16.91 | -15.22 | 27.30 | 7.60 | 23.52 | -7.78 | 25.01 | 11.31 | -3.44 |
| Sharpe Ratio | NA | 2.65 | 1.14 | 0.49 | 0.59 | NA | NA | … | … | 3.20 | -0.18 | 0.84 | 0.98 | -0.71 | 1.97 | 0.20 | 1.70 | -0.55 | 3.26 | 0.78 | -0.37 |
| Standard Deviation(%) | NA | 13.71 | 15.16 | 16.91 | 18.56 | NA | NA | … | … | 15.38 | 24.89 | 12.51 | 13.58 | 23.43 | 13.86 | 36.38 | 12.98 | 16.82 | 7.50 | 14.20 | 18.24 |
| Draw Down(%) | NA | 7.48 | 19.18 | 24.12 | 38.14 | NA | NA | … | … | 7.48 | 19.18 | 6.93 | 10.32 | 24.12 | 6.16 | 38.14 | 8.02 | 19.87 | 3.10 | 11.28 | 11.29 |
| Yield(%) | 0.00 | 17.60 | 16.49 | 12.36 | 12.68 | 8.39 | 6.29 | … | … | 0.00 | 17.54 | 23.86 | 9.20 | 16.41 | 15.33 | 9.02 | 6.47 | 8.94 | 6.08 | 1.41 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTLIX (Large Cap Core Portfolio Instl Shs) |
-0.86%
Mar 2017 – Mar 2020 |
5.14%
Sep 2017 – Sep 2022 |
10.11%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTLIX (Large Cap Core Portfolio Instl Shs) |
21.21%
May 2023 – May 2026 |
15.49%
Mar 2020 – Mar 2025 |
12.56%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart