Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GDOT (Green Dot Corporation) | -1.17% | 37.16% | -11.80% | -21.19% | -5.61% | -6.48% | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GDOT (Green Dot Corporation) | 07/22/2010 | 06/05/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.63 | 37.16 | -11.80 | -21.19 | -5.61 | -6.48 | NA | … | … | -1.17 | 23.12 | 6.77 | -37.42 | -56.35 | -35.05 | 139.48 | -70.70 | 31.96 | 155.88 | 43.42 | -19.86 | -18.53 | 106.15 | -60.92 | -44.98 | 28.98 |
| Sharpe Ratio | NA | 0.76 | -0.27 | -0.46 | -0.13 | NA | NA | … | … | -0.21 | 0.33 | 0.00 | -0.69 | -1.15 | -1.00 | 1.69 | -1.23 | 0.26 | 4.81 | 0.37 | -0.71 | -0.82 | 1.98 | -0.76 | -1.27 | 1.31 |
| Standard Deviation(%) | NA | 45.69 | 55.40 | 51.28 | 53.92 | NA | NA | … | … | 24.89 | 62.52 | 47.86 | 60.48 | 50.33 | 34.94 | 81.92 | 76.51 | 39.79 | 28.62 | 24.80 | 53.90 | 45.22 | 44.31 | 105.77 | 50.14 | 42.27 |
| Draw Down(%) | NA | 30.95 | 69.62 | 88.43 | 93.17 | NA | NA | … | … | 18.37 | 40.41 | 23.34 | 63.20 | 59.67 | 43.26 | 54.22 | 72.96 | 24.69 | 8.35 | 11.20 | 31.97 | 37.00 | 24.53 | 72.00 | 58.90 | 21.74 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/22/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GDOT (Green Dot Corporation) |
-46.90%
Nov 2020 – Nov 2023 |
-37.39%
Nov 2018 – Nov 2023 |
-10.47%
Nov 2013 – Nov 2023 |
-10.37%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GDOT (Green Dot Corporation) |
71.53%
Sep 2015 – Sep 2018 |
40.92%
Oct 2012 – Oct 2017 |
10.41%
Jul 2012 – Jul 2022 |
-7.08%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart