Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GXDW | 9.21% | 9.50% | -2.97% | -3.51% | NA | NA | NA | 0.97% |
Data as of 07/11/2025, AR inception is 11/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GXDW | 11/04/2019 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.12 | 9.50 | -2.97 | -3.51 | NA | NA | NA | 0.97 | 9.21 | -3.56 | 10.25 | -48.08 | 3.21 | 61.07 | 4.70 |
| Sharpe Ratio | NA | 0.26 | -0.24 | -0.20 | NA | NA | NA | -0.03 | 0.59 | -0.33 | 0.25 | -1.33 | 0.10 | 1.70 | 3.22 |
| Standard Deviation(%) | NA | 24.60 | 26.47 | 28.73 | NA | NA | NA | 30.09 | 26.13 | 21.49 | 26.12 | 37.28 | 30.95 | 35.55 | 10.38 |
| Draw Down(%) | NA | 23.70 | 39.23 | 67.82 | NA | NA | NA | 67.82 | 21.79 | 10.89 | 29.91 | 49.43 | 32.57 | 35.82 | 1.96 |
| Yield(%) | 0.00 | 0.79 | 1.26 | 1.24 | 0.82 | 0.54 | 0.41 | 1.63 | 0.26 | 1.04 | 2.16 | 0.75 | 1.56 | 0.76 | 0.32 |
Data as of 07/11/2025, AR inception is 11/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GXDW (GXDW) |
-22.87%
Jun 2021 - Jun 2024 |
-2.47%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GXDW (GXDW) |
6.13%
Mar 2020 - Mar 2023 |
1.93%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart