Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTX (Garrett Motion Inc.) | 85.01% | 220.73% | 59.70% | 32.76% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/18/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTX (Garrett Motion Inc.) | 09/18/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.95 | 220.73 | 59.70 | 32.76 | NA | NA | NA | … | … | 85.01 | 97.23 | -6.62 | 26.90 | -5.11 | 81.26 | -55.66 | -19.04 | -32.42 |
| Sharpe Ratio | NA | 4.65 | 1.43 | 0.58 | NA | NA | NA | … | … | 6.93 | 2.20 | -0.30 | 0.74 | -0.14 | 0.14 | -0.40 | -0.41 | -1.39 |
| Standard Deviation(%) | NA | 45.19 | 39.99 | 181.62 | NA | NA | NA | … | … | 53.39 | 43.10 | 34.47 | 31.65 | 46.64 | 572.45 | 138.33 | 50.33 | 55.11 |
| Draw Down(%) | NA | 19.87 | 26.82 | 90.19 | NA | NA | NA | … | … | 19.87 | 26.53 | 26.82 | 20.88 | 31.49 | 91.84 | 87.02 | 54.44 | 38.22 |
| Yield(%) | 0.24 | 2.96 | 1.73 | 1.05 | 0.23 | 0.15 | 0.12 | … | … | 0.92 | 2.92 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/18/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTX (Garrett Motion Inc.) |
-29.21%
Apr 2019 – Apr 2022 |
-14.18%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTX (Garrett Motion Inc.) |
119.12%
May 2021 – May 2024 |
108.01%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart