Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GPN (Global Payments Inc.) | -14.03% | -11.67% | -11.34% | -18.34% | -0.97% | 7.10% | 5.88% | … | … |
Data as of 06/05/2026, Common starting date is 01/16/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GPN (Global Payments Inc.) | 01/16/2001 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.17 | -11.67 | -11.34 | -18.34 | -0.97 | 7.10 | 5.88 | … | … | -14.03 | -30.11 | -10.97 | 29.02 | -25.91 | -36.91 | 18.53 | 77.25 | 2.92 | 44.49 | 7.66 | 60.01 | 24.53 | 43.89 | -4.04 | 2.85 | -13.85 | 64.98 | -29.27 | 0.88 | -0.29 | 60.63 | 25.89 | 50.06 | -4.98 | 133.09 |
| Sharpe Ratio | NA | -0.37 | -0.41 | -0.57 | -0.07 | NA | NA | … | … | -0.71 | -0.80 | -0.50 | 0.82 | -0.68 | -1.15 | 0.33 | 3.48 | 0.06 | 2.25 | 0.25 | 2.23 | 1.18 | 1.91 | -0.18 | 0.09 | -0.51 | 2.21 | -0.62 | -0.07 | -0.12 | 2.37 | 0.98 | 1.76 | -0.13 | 2.70 |
| Standard Deviation(%) | NA | 38.81 | 35.75 | 36.75 | 34.58 | NA | NA | … | … | 45.18 | 41.29 | 28.96 | 31.05 | 40.52 | 32.20 | 54.65 | 21.78 | 26.21 | 19.55 | 29.79 | 26.87 | 20.71 | 22.93 | 22.47 | 30.12 | 27.49 | 29.32 | 48.66 | 32.81 | 32.16 | 24.63 | 25.54 | 28.06 | 48.56 | 52.83 |
| Draw Down(%) | NA | 29.70 | 53.78 | 66.40 | 70.06 | NA | NA | … | … | 23.72 | 40.15 | 33.35 | 20.36 | 38.06 | 46.11 | 44.25 | 11.27 | 25.83 | 7.97 | 18.66 | 12.19 | 10.63 | 12.86 | 25.29 | 26.25 | 32.85 | 23.94 | 36.88 | 30.48 | 31.58 | 10.49 | 17.87 | 17.78 | 41.27 | 35.35 |
| Yield(%) | 0.00 | 1.32 | 1.02 | 0.52 | 0.81 | 1.74 | 1.52 | … | … | 0.33 | 0.89 | 0.79 | 1.00 | 0.71 | 0.43 | 0.42 | 0.22 | 0.04 | 0.06 | 0.06 | 0.17 | 0.24 | 0.35 | 0.33 | 0.34 | 0.30 | 0.47 | 0.35 | 0.33 | 0.34 | 0.97 | 1.35 | 2.02 | 1.90 | 3.20 |
Data as of 06/05/2026, Common starting date is 01/16/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPN (Global Payments Inc.) |
-19.13%
Jun 2021 – Jun 2024 |
-18.96%
Mar 2021 – Mar 2026 |
0.25%
May 2016 – May 2026 |
7.33%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPN (Global Payments Inc.) |
56.88%
Feb 2003 – Feb 2006 |
44.08%
Mar 2001 – Mar 2006 |
25.43%
Jul 2010 – Jul 2020 |
20.97%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart