Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GBPSX NA 2.96% NA NA NA NA NA
Data as of 12/08/2020, Common starting date is 01/08/2019
More Performance Analytics Comparison
Name Start Date End Date
GBPSX 01/08/2019 12/08/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019
Annualized Return (%) 0.00 2.96 NA NA NA NA NA 1.53 1.05
Sharpe Ratio NA 0.48 NA NA NA NA NA 0.25 -0.06
Standard Deviation(%) NA 5.36 NA NA NA NA NA 5.43 5.52
Draw Down(%) NA 3.33 NA NA NA NA NA 3.33 7.03
Yield(%) 0.00 2.81 1.15 0.69 0.34 0.23 0.17 0.00 3.44
Data as of 12/08/2020, Common starting date is 01/08/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GBPSX (GBPSX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GBPSX (GBPSX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return