Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GWRS (Global Water Resources, Inc.) | -15.59% | -24.17% | -8.33% | 0.36% | NA | NA | NA | 7.14% |
Data as of 07/31/2025, AR inception is 04/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWRS (Global Water Resources, Inc.) | 04/29/2016 | 07/31/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.01 | -24.17 | -8.33 | 0.36 | NA | NA | NA | 7.14 | -15.59 | -9.95 | 0.50 | -20.99 | 20.40 | 12.34 | 33.21 | 11.27 | 5.74 | 45.32 |
| Sharpe Ratio | NA | -0.80 | -0.36 | -0.04 | NA | NA | NA | 0.18 | -0.78 | -0.44 | -0.10 | -0.69 | 0.56 | 0.22 | 0.93 | 0.46 | 0.25 | 2.30 |
| Standard Deviation(%) | NA | 28.53 | 31.24 | 32.66 | NA | NA | NA | 33.90 | 26.25 | 30.52 | 32.39 | 32.60 | 36.28 | 54.73 | 33.95 | 21.79 | 20.43 | 32.13 |
| Draw Down(%) | NA | 26.87 | 35.64 | 52.12 | NA | NA | NA | 52.12 | 19.56 | 15.82 | 35.64 | 36.09 | 22.26 | 32.86 | 15.71 | 14.13 | 12.78 | 17.62 |
| Yield(%) | 0.00 | 2.32 | 2.26 | 2.86 | 4.10 | 2.73 | 2.05 | 4.56 | 1.52 | 2.32 | 2.19 | 1.75 | 1.97 | 2.21 | 2.81 | 2.59 | 3.03 | 2.70 |
Data as of 07/31/2025, AR inception is 04/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWRS (Global Water Resources, Inc.) |
-12.91%
Mar 2022 - Mar 2025 |
-0.66%
Dec 2019 - Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWRS (Global Water Resources, Inc.) |
29.66%
Aug 2018 - Aug 2021 |
22.35%
Jul 2016 - Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart