Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TGESX (GLOBAL EQUITY SERIES ADVISOR CLASS) | NA | -25.01% | -11.00% | -2.77% | 2.61% | NA | NA | … | … |
Data as of 12/09/2020, Common starting date is 04/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGESX (GLOBAL EQUITY SERIES ADVISOR CLASS) | 04/04/2008 | 12/09/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -25.01 | -11.00 | -2.77 | 2.61 | NA | NA | … | … | -27.68 | 12.21 | -14.49 | 20.86 | 4.67 | -3.43 | -2.01 | 30.44 | 24.63 | -6.11 | 7.31 | 23.85 | -31.81 |
| Sharpe Ratio | NA | -1.05 | -0.70 | -0.22 | 0.15 | NA | NA | … | … | -1.18 | 0.98 | -1.24 | 2.90 | 0.26 | -0.24 | -0.20 | 2.87 | 1.86 | -0.27 | 0.48 | 1.05 | -1.11 |
| Standard Deviation(%) | NA | 24.08 | 17.00 | 15.72 | 15.26 | NA | NA | … | … | 24.76 | 11.03 | 12.76 | 7.01 | 17.50 | 14.42 | 10.20 | 10.58 | 13.33 | 22.38 | 14.91 | 22.68 | 36.85 |
| Draw Down(%) | NA | 30.83 | 37.37 | 37.37 | 37.37 | NA | NA | … | … | 30.83 | 10.97 | 22.50 | 3.11 | 14.89 | 16.65 | 12.17 | 7.72 | 13.17 | 21.40 | 13.39 | 27.79 | 45.42 |
| Yield(%) | 0.00 | 67.35 | 22.90 | 17.08 | 13.34 | 7.81 | 5.86 | … | … | 64.71 | 4.26 | 13.87 | 2.50 | 2.19 | 6.39 | 14.65 | 13.23 | 1.99 | 1.24 | 1.06 | 2.08 | 0.96 |
Data as of 12/09/2020, Common starting date is 04/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGESX (GLOBAL EQUITY SERIES ADVISOR CLASS) |
-10.88%
Nov 2017 – Nov 2020 |
-4.63%
Apr 2015 – Apr 2020 |
2.75%
Oct 2010 – Oct 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGESX (GLOBAL EQUITY SERIES ADVISOR CLASS) |
20.13%
Sep 2011 – Sep 2014 |
21.11%
Feb 2009 – Feb 2014 |
10.97%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart