Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLDAF (GlobalData Plc) | NA | -40.25% | NA | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 01/06/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLDAF (GlobalData Plc) | 01/06/2023 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.67 | -40.25 | NA | NA | NA | NA | NA | … | … | -37.96 | 32.74 | 13.64 |
| Sharpe Ratio | NA | -0.49 | NA | NA | NA | NA | NA | … | … | -0.54 | 0.40 | 1.00 |
| Standard Deviation(%) | NA | 87.50 | NA | NA | NA | NA | NA | … | … | 93.55 | 72.19 | 10.27 |
| Draw Down(%) | NA | 50.00 | NA | NA | NA | NA | NA | … | … | 50.00 | 35.90 | 0.00 |
| Yield(%) | 0.00 | 0.63 | 0.87 | 0.52 | 0.26 | 0.17 | 0.13 | … | … | 0.65 | 3.09 | 2.01 |
Data as of 09/26/2025, Common starting date is 01/06/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLDAF (GlobalData Plc) |
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 |
|---|---|---|---|---|
| GLDAF (GlobalData Plc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart