Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBGPF (GB Group plc) | -16.03% | -30.90% | -11.39% | -25.07% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/23/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBGPF (GB Group plc) | 12/23/2019 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -30.90 | -11.39 | -25.07 | NA | NA | NA | … | … | -16.03 | -30.37 | 53.75 | -22.60 | -58.57 | 4.57 | -7.72 | 0.00 |
| Sharpe Ratio | NA | -1.37 | -0.39 | -0.68 | NA | NA | NA | … | … | -1.87 | -1.38 | 1.75 | -0.52 | -1.04 | 0.11 | -0.19 | NA |
| Standard Deviation(%) | NA | 24.55 | 37.22 | 40.55 | NA | NA | NA | … | … | 19.26 | 24.20 | 28.67 | 50.95 | 57.62 | 39.92 | 42.27 | NA |
| Draw Down(%) | NA | 31.95 | 41.53 | 79.48 | NA | NA | NA | … | … | 16.03 | 30.37 | 9.45 | 32.67 | 60.19 | 26.45 | 36.28 | NA |
| Yield(%) | 0.00 | 1.52 | 1.40 | 0.45 | 0.30 | 0.20 | 0.15 | … | … | 0.00 | 1.28 | 1.77 | 1.35 | 0.54 | 0.50 | 0.41 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/23/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBGPF (GB Group plc) |
-36.87%
Feb 2021 – Feb 2024 |
-25.71%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBGPF (GB Group plc) |
-6.08%
Nov 2022 – Nov 2025 |
-9.36%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart