Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTES (Gates Industrial Corporation plc) | 17.98% | 14.46% | 25.74% | 6.89% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTES (Gates Industrial Corporation plc) | 01/26/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.69 | 14.46 | 25.74 | 6.89 | NA | NA | NA | … | … | 17.98 | 6.81 | 54.02 | 17.62 | -28.28 | 24.69 | -7.27 | 3.55 | -29.95 |
| Sharpe Ratio | NA | 0.45 | 0.69 | 0.11 | NA | NA | NA | … | … | 1.10 | 0.10 | 1.66 | 0.49 | -0.80 | 0.73 | -0.12 | 0.05 | -0.92 |
| Standard Deviation(%) | NA | 37.12 | 34.95 | 34.50 | NA | NA | NA | … | … | 44.07 | 40.94 | 28.93 | 27.66 | 37.03 | 33.66 | 62.27 | 46.41 | 35.92 |
| Draw Down(%) | NA | 24.99 | 33.82 | 48.40 | NA | NA | NA | … | … | 24.99 | 33.82 | 14.69 | 25.40 | 41.92 | 22.66 | 56.29 | 52.61 | 37.75 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 01/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTES (Gates Industrial Corporation plc) |
-7.44%
Apr 2019 – Apr 2022 |
-9.85%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTES (Gates Industrial Corporation plc) |
36.50%
Sep 2022 – Sep 2025 |
20.06%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart