Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GTOQ 1.37% 6.66% 8.79% 2.04% NA NA NA
Data as of 06/09/2026, Common starting date is 12/03/2020
More Performance Analytics Comparison
Name Start Date End Date
GTOQ 12/03/2020 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) -0.31 6.66 8.79 2.04 NA NA NA 1.37 8.04 8.13 14.18 -17.14 0.40 0.38
Sharpe Ratio NA 1.08 1.16 -0.07 NA NA NA 0.05 0.90 1.15 1.85 -2.02 0.09 4.81
Standard Deviation(%) NA 3.63 4.84 6.00 NA NA NA 4.08 5.74 3.92 5.72 9.22 3.71 5.56
Draw Down(%) NA 2.97 5.25 20.62 NA NA NA 2.97 5.25 2.02 4.16 19.03 3.11 0.06
Yield(%) 0.00 6.80 7.36 4.16 2.12 1.42 1.06 2.74 7.08 7.29 7.14 0.00 0.00 0.00
Data as of 06/09/2026, Common starting date is 12/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GTOQ (GTOQ) -2.10%
Apr 2021 – Apr 2024
1.81%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GTOQ (GTOQ) 10.51%
Sep 2022 – Sep 2025
2.22%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return