Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GRZZX (GRIZZLY SHORT FUND NO LOAD) | -4.60% | 391.42% | 93.30% | 50.76% | 7.53% | 0.21% | -0.24% | … | … |
Data as of 06/10/2026, Common starting date is 06/19/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GRZZX (GRIZZLY SHORT FUND NO LOAD) | 06/19/2000 | 06/10/2026 |
| 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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 391.42 | 93.30 | 50.76 | 7.53 | 0.21 | -0.24 | … | … | -4.60 | 444.65 | 26.86 | -2.11 | 22.43 | -15.87 | -41.33 | -29.43 | 0.50 | -19.84 | -14.40 | 3.81 | -11.04 | -26.61 | -21.13 | -1.92 | -23.19 | -47.17 | 78.99 | 25.47 | 8.31 | 3.96 | -14.19 | -30.79 | 15.49 | 19.31 | 17.03 |
| Sharpe Ratio | NA | 2.68 | 1.06 | 0.72 | 0.12 | NA | NA | … | … | -0.80 | 3.11 | 1.02 | -0.33 | 0.73 | -1.13 | -1.13 | -1.82 | -0.05 | -2.37 | -0.74 | 0.22 | -0.81 | -1.98 | -1.22 | -0.07 | -1.07 | -1.18 | 1.66 | 1.06 | 0.31 | 0.14 | -1.00 | -1.71 | 0.47 | 0.53 | 0.77 |
| Standard Deviation(%) | NA | 142.35 | 84.21 | 66.86 | 49.62 | NA | NA | … | … | 15.17 | 143.39 | 22.81 | 17.84 | 28.90 | 14.08 | 36.66 | 16.95 | 16.91 | 8.69 | 19.74 | 17.38 | 13.66 | 13.47 | 17.52 | 28.02 | 21.68 | 40.02 | 46.78 | 21.25 | 15.80 | 12.55 | 15.17 | 18.47 | 30.61 | 32.32 | 38.90 |
| Draw Down(%) | NA | 13.89 | 17.52 | 22.29 | 76.80 | NA | NA | … | … | 13.89 | 17.52 | 9.93 | 14.59 | 18.52 | 21.79 | 59.94 | 31.55 | 18.49 | 20.32 | 30.69 | 13.70 | 15.95 | 26.61 | 22.95 | 19.90 | 26.16 | 60.00 | 26.68 | 8.89 | 9.26 | 11.38 | 19.10 | 38.16 | 22.35 | 26.46 | 23.79 |
| Yield(%) | 0.00 | 34.32 | 27.29 | 17.95 | 2.42 | 0.80 | 2.75 | … | … | 1.55 | 36.41 | 34.83 | 20.28 | 0.00 | 0.00 | 0.00 | 0.80 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 12.18 | 20.21 | 24.64 | 9.32 | 0.29 | 0.00 | 12.44 | 11.81 | 15.48 |
Data as of 06/10/2026, Common starting date is 06/19/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRZZX (GRIZZLY SHORT FUND NO LOAD) |
-33.67%
Feb 2009 – Feb 2012 |
-28.33%
Feb 2009 – Feb 2014 |
-20.29%
Feb 2009 – Feb 2019 |
-17.82%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRZZX (GRIZZLY SHORT FUND NO LOAD) |
97.09%
Mar 2023 – Mar 2026 |
51.89%
Mar 2021 – Mar 2026 |
7.79%
Mar 2016 – Mar 2026 |
1.19%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart