Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GPTGF (GPT Group) | -5.49% | 21.22% | 13.28% | 5.91% | 4.01% | 5.63% | NA | … | … |
Data as of 06/08/2026, Common starting date is 08/03/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GPTGF (GPT Group) | 08/03/2009 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.22 | 13.28 | 5.91 | 4.01 | 5.63 | NA | … | … | -5.49 | 33.18 | -4.03 | 16.89 | -20.98 | 24.63 | -17.54 | 14.85 | 3.10 | 14.40 | 14.49 | 1.90 | 20.35 | -14.66 | 29.61 | 25.26 | 721.63 | 39.07 |
| Sharpe Ratio | NA | 0.62 | 0.21 | 0.09 | 0.08 | NA | NA | … | … | -0.32 | 0.80 | -0.15 | 0.47 | -0.68 | 0.97 | -0.16 | 1.34 | 0.18 | 0.91 | 0.70 | 0.16 | 0.99 | -0.55 | 1.94 | 0.97 | 4.09 | 1.38 |
| Standard Deviation(%) | NA | 36.81 | 42.54 | 37.53 | 46.11 | NA | NA | … | … | 47.08 | 38.11 | 50.24 | 28.54 | 32.97 | 25.41 | 114.03 | 9.97 | 9.70 | 15.19 | 20.33 | 11.86 | 20.44 | 26.91 | 15.38 | 25.96 | 176.51 | 87.29 |
| Draw Down(%) | NA | 25.85 | 26.75 | 31.36 | 64.20 | NA | NA | … | … | 25.85 | 17.50 | 24.59 | 27.43 | 29.97 | 10.67 | 64.20 | 0.00 | 5.61 | 9.72 | 19.51 | 9.72 | 11.69 | 26.58 | 4.17 | 19.06 | 0.00 | 29.69 |
| Yield(%) | 0.00 | 5.31 | 4.95 | 4.86 | 4.56 | 5.33 | 38.80 | … | … | 0.00 | 5.51 | 2.42 | 6.07 | 7.35 | 7.84 | 2.15 | 4.72 | 5.61 | 5.28 | 5.45 | 4.71 | 6.35 | 6.40 | 6.51 | 7.28 | 33.33 | 23.08 |
Data as of 06/08/2026, Common starting date is 08/03/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPTGF (GPT Group) |
-16.97%
Mar 2017 – Mar 2020 |
-8.50%
Mar 2015 – Mar 2020 |
1.68%
Apr 2013 – Apr 2023 |
4.69%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPTGF (GPT Group) |
145.36%
Sep 2009 – Sep 2012 |
75.01%
Sep 2009 – Sep 2014 |
38.44%
Sep 2009 – Sep 2019 |
25.45%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison Chart