Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBPAX (GLOBAL OPPORTUNITIES FUND ADVISER CLASS) | 11.55% | 22.79% | 16.15% | 8.46% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 11/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBPAX (GLOBAL OPPORTUNITIES FUND ADVISER CLASS) | 11/01/2016 | 06/12/2026 |
| 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 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.98 | 22.79 | 16.15 | 8.46 | NA | NA | NA | … | … | 11.55 | 19.83 | 9.33 | 15.83 | -12.51 | 12.90 | 3.45 | 13.35 | -6.73 | 22.85 | 2.46 |
| Sharpe Ratio | NA | 1.61 | 0.97 | 0.47 | NA | NA | NA | … | … | 1.66 | 1.12 | 0.51 | 1.10 | -1.06 | 1.15 | 0.18 | 1.31 | -0.73 | 2.86 | 1.51 |
| Standard Deviation(%) | NA | 12.54 | 13.24 | 12.72 | NA | NA | NA | … | … | 15.14 | 15.25 | 11.13 | 11.16 | 13.14 | 11.23 | 17.46 | 9.10 | 11.18 | 7.81 | 10.46 |
| Draw Down(%) | NA | 8.75 | 14.57 | 21.09 | NA | NA | NA | … | … | 8.75 | 14.57 | 7.55 | 10.28 | 20.34 | 4.64 | 24.46 | 6.11 | 14.08 | 2.30 | 2.25 |
| Yield(%) | 0.00 | 13.65 | 10.49 | 7.54 | 6.53 | 4.35 | 3.27 | … | … | 0.09 | 15.06 | 13.44 | 2.42 | 0.67 | 11.31 | 2.70 | 2.44 | 4.56 | 2.21 | 0.00 |
Data as of 06/12/2026, Common starting date is 11/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBPAX (GLOBAL OPPORTUNITIES FUND ADVISER CLASS) |
-0.93%
Oct 2017 – Oct 2020 |
0.76%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBPAX (GLOBAL OPPORTUNITIES FUND ADVISER CLASS) |
17.63%
May 2023 – May 2026 |
11.30%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart