Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTPS (Great American Bancorp Inc) | 7.56% | 31.45% | 31.96% | 18.75% | 13.75% | 6.54% | 5.73% | … | … |
Data as of 06/03/2026, Common starting date is 06/30/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTPS (Great American Bancorp Inc) | 06/30/1995 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.45 | 31.96 | 18.75 | 13.75 | 6.54 | 5.73 | … | … | 7.56 | 44.48 | 37.68 | 14.50 | -6.86 | 14.16 | -5.98 | 17.55 | -3.09 | 12.63 | 20.78 | 5.74 | -28.95 | 1.35 | -11.88 | 7.32 | 12.92 | 1.89 | -0.67 | -3.80 | 1.33 | 30.03 | -23.19 | 25.42 | 26.84 | 71.63 | 12.96 | -14.66 | -23.68 | 28.27 | 1.72 | 18.88 |
| Sharpe Ratio | NA | 1.03 | 1.02 | 0.66 | 0.41 | NA | NA | … | … | 0.67 | 1.49 | 0.92 | 0.84 | -0.53 | 0.55 | -0.13 | 1.19 | -0.27 | 0.32 | 0.63 | 0.23 | -0.77 | 0.06 | -0.45 | 0.43 | 0.84 | 0.10 | -0.06 | -0.63 | -0.18 | 1.75 | -0.85 | 1.57 | 0.80 | 1.58 | 0.16 | -0.50 | -0.68 | 0.90 | -0.08 | 1.42 |
| Standard Deviation(%) | NA | 28.05 | 28.18 | 24.58 | 29.67 | NA | NA | … | … | 25.26 | 28.56 | 36.87 | 13.00 | 15.68 | 25.76 | 49.46 | 13.55 | 16.45 | 37.52 | 32.79 | 25.28 | 37.76 | 23.29 | 26.58 | 17.11 | 15.30 | 18.85 | 26.59 | 11.05 | 11.48 | 15.89 | 28.60 | 15.77 | 32.08 | 44.60 | 55.21 | 36.12 | 40.02 | 27.30 | 25.39 | 26.33 |
| Draw Down(%) | NA | 16.89 | 17.69 | 17.69 | 37.77 | NA | NA | … | … | 8.05 | 16.89 | 17.69 | 5.26 | 9.53 | 9.72 | 37.77 | 8.65 | 15.46 | 15.66 | 17.70 | 17.61 | 30.19 | 15.79 | 19.16 | 12.94 | 6.67 | 15.63 | 20.54 | 8.52 | 7.66 | 7.91 | 35.19 | 8.39 | 16.37 | 17.84 | 20.95 | 23.85 | 41.30 | 6.06 | 12.81 | 5.45 |
| Yield(%) | 0.00 | 1.89 | 2.63 | 2.28 | 2.86 | 1.74 | 1.80 | … | … | 0.44 | 2.13 | 2.02 | 2.48 | 2.00 | 1.69 | 2.06 | 2.38 | 1.86 | 2.06 | 2.43 | 2.52 | 1.75 | 1.74 | 1.51 | 1.51 | 1.78 | 1.78 | 1.67 | 1.35 | 1.29 | 1.63 | 1.26 | 1.56 | 2.10 | 2.54 | 3.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/30/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTPS (Great American Bancorp Inc) |
-15.64%
Nov 2011 – Nov 2014 |
-7.71%
Feb 2011 – Feb 2016 |
-3.18%
Mar 2010 – Mar 2020 |
-0.88%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTPS (Great American Bancorp Inc) |
43.61%
Feb 2000 – Feb 2003 |
24.79%
Feb 2000 – Feb 2005 |
15.01%
Apr 2016 – Apr 2026 |
8.68%
Jul 1995 – Jul 2010 |
Annualized Rolling Returns Comparison Chart