Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLDY | -5.95% | 9.42% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/01/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLDY | 04/01/2025 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.30 | 9.42 | NA | NA | NA | NA | NA | … | … | -5.95 | -7.18 |
| Sharpe Ratio | NA | 0.38 | NA | NA | NA | NA | NA | … | … | -0.50 | -0.43 |
| Standard Deviation(%) | NA | 20.42 | NA | NA | NA | NA | NA | … | … | 27.66 | 28.77 |
| Draw Down(%) | NA | 15.56 | NA | NA | NA | NA | NA | … | … | 15.56 | 23.86 |
| Yield(%) | 0.58 | 36.32 | 11.07 | 6.64 | 3.32 | 2.21 | 1.66 | … | … | 13.10 | 24.58 |
Data as of 06/09/2026, Common starting date is 04/01/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLDY (GLDY) |
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 |
|---|---|---|---|---|
| GLDY (GLDY) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart