Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GVMCX (GOVERNMENT STREET MID-CAP FUND GOVERNMENT STREET MID-CAP FUND) | 8.17% | 9.43% | 11.89% | 11.12% | 10.41% | 11.41% | 9.35% | 9.88% |
Data as of 07/25/2025, AR inception is 11/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GVMCX (GOVERNMENT STREET MID-CAP FUND GOVERNMENT STREET MID-CAP FUND) | 11/26/2003 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.41 | 9.43 | 11.89 | 11.12 | 10.41 | 11.41 | 9.35 | 9.88 | 8.17 | 14.37 | 13.83 | -17.42 | 26.12 | 14.32 | 30.38 | -7.28 | 18.16 | 14.03 | 0.87 | 8.00 | 31.02 | 13.02 | -0.35 | 23.87 | 32.01 | -32.46 | 11.42 | 5.60 | 14.00 | 9.79 | 1.29 |
| Sharpe Ratio | NA | 0.34 | 0.53 | 0.54 | 0.51 | NA | NA | 0.46 | 0.57 | 0.59 | 0.72 | -0.85 | 1.72 | 0.43 | 2.39 | -0.56 | 2.27 | 1.11 | 0.06 | 0.68 | 2.72 | 1.00 | -0.02 | 1.24 | 1.20 | -0.90 | 0.58 | 0.18 | 1.05 | 0.72 | 1.81 |
| Standard Deviation(%) | NA | 18.54 | 16.20 | 16.93 | 17.58 | NA | NA | 18.37 | 21.04 | 13.27 | 13.37 | 22.23 | 15.14 | 32.31 | 12.14 | 15.46 | 7.76 | 12.42 | 13.73 | 11.67 | 11.38 | 13.14 | 24.66 | 19.12 | 26.58 | 36.83 | 14.64 | 13.05 | 11.26 | 12.35 | 7.98 |
| Draw Down(%) | NA | 19.74 | 19.74 | 24.63 | 34.67 | NA | NA | 47.79 | 16.15 | 9.55 | 11.46 | 23.50 | 6.52 | 34.67 | 5.55 | 19.45 | 4.08 | 7.72 | 10.20 | 9.45 | 6.16 | 9.83 | 21.77 | 14.52 | 22.10 | 45.07 | 9.88 | 12.76 | 6.39 | 11.54 | 1.77 |
| Yield(%) | 0.00 | 0.46 | 0.72 | 0.71 | 2.53 | 3.91 | 3.71 | 4.28 | 0.00 | 0.66 | 0.88 | 0.46 | 0.54 | 0.35 | 5.23 | 3.55 | 3.66 | 5.02 | 5.52 | 4.00 | 0.74 | 1.02 | 0.26 | 0.33 | 0.51 | 1.54 | 4.73 | 5.17 | 0.17 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 11/26/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVMCX (GOVERNMENT STREET MID-CAP FUND GOVERNMENT STREET MID-CAP FUND) |
-12.89%
Feb 2006 - Feb 2009 |
-3.57%
Feb 2004 - Feb 2009 |
6.70%
Jan 2006 - Jan 2016 |
7.79%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVMCX (GOVERNMENT STREET MID-CAP FUND GOVERNMENT STREET MID-CAP FUND) |
26.94%
Feb 2009 - Feb 2012 |
23.05%
Feb 2009 - Feb 2014 |
15.58%
Feb 2009 - Feb 2019 |
14.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart