Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GFSDX | 7.92% | 20.82% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/06/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GFSDX | 12/06/2024 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 20.82 | NA | NA | NA | NA | NA | … | … | 7.92 | 15.83 | -3.62 |
| Sharpe Ratio | NA | 2.00 | NA | NA | NA | NA | NA | … | … | 1.70 | 0.93 | -3.78 |
| Standard Deviation(%) | NA | 9.10 | NA | NA | NA | NA | NA | … | … | 10.00 | 13.92 | 12.50 |
| Draw Down(%) | NA | 5.51 | NA | NA | NA | NA | NA | … | … | 5.51 | 13.02 | 4.38 |
| Yield(%) | 0.00 | 5.72 | 3.38 | 2.03 | 1.01 | 0.68 | 0.51 | … | … | 0.43 | 5.88 | 4.30 |
Data as of 06/05/2026, Common starting date is 12/06/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GFSDX (GFSDX) |
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 |
|---|---|---|---|---|
| GFSDX (GFSDX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart