Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GUSPX (RS S&P 500 Index A) | NA | -15.61% | 2.04% | -1.61% | 2.83% | NA | NA | -0.67% |
Data as of 06/12/2013, AR inception is 08/16/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUSPX (RS S&P 500 Index A) | 08/16/2000 | 06/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.61 | 2.04 | -1.61 | 2.83 | NA | NA | -0.67 | -22.43 | 15.57 | 1.79 | 17.18 | 26.31 | -37.25 | 4.87 | 15.27 | 4.40 | 10.31 | 27.79 | -22.35 | -12.25 | -10.15 |
| Sharpe Ratio | NA | -0.47 | 0.07 | -0.05 | 0.06 | NA | NA | -0.08 | -1.14 | 1.23 | 0.07 | 0.93 | 0.96 | -0.93 | 0.12 | 1.20 | 0.22 | 0.84 | 1.59 | -0.90 | -0.69 | -1.43 |
| Standard Deviation(%) | NA | 33.69 | 27.42 | 32.58 | 27.23 | NA | NA | 22.45 | 38.35 | 12.70 | 23.51 | 18.31 | 27.21 | 40.79 | 15.97 | 10.05 | 10.33 | 11.19 | 17.00 | 26.02 | 21.40 | 20.38 |
| Draw Down(%) | NA | 28.50 | 28.50 | 49.15 | 55.30 | NA | NA | 55.30 | 28.50 | 9.64 | 18.77 | 15.70 | 27.03 | 47.76 | 9.89 | 7.58 | 7.02 | 7.64 | 13.77 | 33.19 | 29.16 | 16.23 |
| Yield(%) | 0.00 | 1.81 | 2.07 | 2.10 | 2.28 | 1.16 | 0.87 | 1.45 | 0.00 | 1.90 | 1.71 | 4.22 | 1.83 | 2.23 | 1.67 | 1.47 | 1.39 | 1.50 | 1.35 | 1.25 | 0.68 | 0.31 |
Data as of 06/12/2013, AR inception is 08/16/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUSPX (RS S&P 500 Index A) |
-15.44%
Feb 2006 - Feb 2009 |
-7.02%
Feb 2004 - Feb 2009 |
-0.61%
Sep 2000 - Sep 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUSPX (RS S&P 500 Index A) |
26.00%
Feb 2009 - Feb 2012 |
14.87%
Sep 2002 - Sep 2007 |
8.05%
Feb 2003 - Feb 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart