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
GUCPX -0.73% 3.98% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 08/14/2024
More Performance Analytics Comparison
Name Start Date End Date
GUCPX 08/14/2024 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -0.65 3.98 NA NA NA NA NA -0.73 8.49 2.01
Sharpe Ratio NA 0.36 NA NA NA NA NA -0.94 1.59 1.01
Standard Deviation(%) NA 3.72 NA NA NA NA NA 4.47 3.53 2.07
Draw Down(%) NA 3.11 NA NA NA NA NA 3.11 1.82 0.70
Yield(%) 0.00 5.39 3.32 1.99 1.00 0.66 0.50 1.88 5.82 2.23
Data as of 06/05/2026, Common starting date is 08/14/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GUCPX (GUCPX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GUCPX (GUCPX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return