Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
GUSSX (U.S. EQUITY FUND SERVICE CLASS) | NA | 4.79% | 6.72% | 14.20% | 6.51% | 5.75% | NA | 4.83% |
Data as of 11/29/2016, AR inception is 01/30/2001
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
GUSSX (U.S. EQUITY FUND SERVICE CLASS) | 01/30/2001 | 11/29/2016 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -0.14 | 4.79 | 6.72 | 14.20 | 6.51 | 5.75 | NA | 4.83 | 7.53 | -2.13 | 12.83 | 34.94 | 16.13 | -2.68 | 11.78 | 32.92 | -35.87 | 7.92 | 16.08 | 1.34 | 7.00 | 22.39 | -19.95 | -11.65 |
Sharpe Ratio | NA | 0.27 | 0.46 | 1.01 | 0.28 | NA | NA | 0.19 | 0.54 | -0.14 | 1.05 | 3.01 | 1.20 | -0.11 | 0.64 | 1.11 | -0.93 | 0.33 | 1.36 | -0.09 | 0.58 | 1.32 | -0.83 | -0.82 |
Standard Deviation(%) | NA | 15.45 | 14.41 | 14.02 | 21.43 | NA | NA | 19.54 | 15.05 | 15.94 | 12.18 | 11.61 | 13.53 | 24.18 | 18.22 | 29.51 | 39.61 | 15.10 | 9.45 | 9.59 | 10.44 | 16.44 | 25.21 | 18.33 |
Draw Down(%) | NA | 15.49 | 17.59 | 17.59 | 49.84 | NA | NA | 49.84 | 12.27 | 13.33 | 9.35 | 5.09 | 10.87 | 21.05 | 16.85 | 24.94 | 47.06 | 8.45 | 7.38 | 6.22 | 7.47 | 13.27 | 30.84 | 24.77 |
Yield(%) | 0.00 | 16.18 | 11.55 | 11.33 | 6.39 | 5.24 | 3.45 | 4.60 | 0.00 | 16.27 | 14.52 | 6.59 | 1.47 | 0.89 | 2.44 | 0.00 | 0.96 | 11.73 | 6.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/29/2016, AR inception is 01/30/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
GUSSX (U.S. EQUITY FUND SERVICE CLASS) |
-11.69%
Feb 2006 - Feb 2009 |
-5.41%
Feb 2004 - Feb 2009 |
1.96%
Sep 2001 - Sep 2011 |
4.24%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
GUSSX (U.S. EQUITY FUND SERVICE CLASS) |
23.62%
Sep 2011 - Sep 2014 |
20.99%
Feb 2009 - Feb 2014 |
8.22%
Aug 2004 - Aug 2014 |
6.28%
Sep 2001 - Sep 2016 |
Annualized Rolling Returns Comparison Chart