Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GUSIX (U.S. EQUITY FUND INVESTMENT CLASS) | NA | 4.68% | 7.04% | 14.37% | 6.51% | 5.85% | NA | … | … |
Data as of 11/29/2016, Common starting date is 12/03/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUSIX (U.S. EQUITY FUND INVESTMENT CLASS) | 12/03/1997 | 11/29/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 4.68 | 7.04 | 14.37 | 6.51 | 5.85 | NA | … | … | 7.85 | -2.26 | 13.52 | 34.59 | 16.34 | -2.38 | 10.56 | 32.33 | -35.72 | 8.22 | 16.39 | 2.78 | 7.00 | 22.39 | -19.95 | -9.25 | -9.20 | 12.00 | 19.83 | 0.00 |
| Sharpe Ratio | NA | 0.27 | 0.48 | 1.02 | 0.28 | NA | NA | … | … | 0.56 | -0.14 | 1.10 | 2.98 | 1.21 | -0.10 | 0.57 | 1.12 | -0.92 | 0.35 | 1.39 | 0.06 | 0.58 | 1.33 | -0.83 | -0.64 | -0.60 | 0.48 | 0.86 | -0.25 |
| Standard Deviation(%) | NA | 15.48 | 14.44 | 14.04 | 21.34 | NA | NA | … | … | 15.03 | 15.97 | 12.30 | 11.59 | 13.58 | 24.15 | 18.22 | 28.69 | 39.60 | 15.09 | 9.46 | 9.54 | 10.45 | 16.35 | 25.26 | 18.32 | 22.18 | 18.28 | 19.19 | 14.70 |
| Draw Down(%) | NA | 15.71 | 17.73 | 17.73 | 51.69 | NA | NA | … | … | 12.21 | 13.28 | 9.35 | 5.05 | 10.90 | 21.00 | 16.80 | 24.94 | 46.90 | 8.42 | 7.37 | 6.14 | 7.29 | 13.27 | 30.73 | 24.59 | 18.11 | 11.40 | 18.90 | 4.73 |
| Yield(%) | 0.00 | 17.08 | 12.40 | 12.17 | 6.70 | 5.60 | 4.62 | … | … | 0.00 | 17.21 | 15.31 | 8.37 | 1.78 | 1.16 | 1.31 | 1.55 | 1.19 | 12.01 | 6.47 | 1.46 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/29/2016, Common starting date is 12/03/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUSIX (U.S. EQUITY FUND INVESTMENT CLASS) |
-14.54%
Mar 2000 – Mar 2003 |
-5.77%
Feb 2004 – Feb 2009 |
-3.84%
Feb 1999 – Feb 2009 |
3.10%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUSIX (U.S. EQUITY FUND INVESTMENT CLASS) |
23.74%
Sep 2011 – Sep 2014 |
21.66%
Feb 2009 – Feb 2014 |
8.32%
Aug 2004 – Aug 2014 |
6.38%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart