Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWRS (Global Water Resources, Inc.) | -15.13% | -32.41% | -14.50% | -14.00% | 2.19% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWRS (Global Water Resources, Inc.) | 04/29/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | -32.41 | -14.50 | -14.00 | 2.19 | NA | NA | … | … | -15.13 | -24.36 | -9.95 | 0.85 | -20.99 | 20.40 | 12.34 | 33.21 | 11.27 | 5.74 | 45.32 |
| Sharpe Ratio | NA | -0.82 | -0.54 | -0.52 | 0.02 | NA | NA | … | … | -0.79 | -0.95 | -0.44 | -0.09 | -0.69 | 0.56 | 0.22 | 0.93 | 0.46 | 0.25 | 2.30 |
| Standard Deviation(%) | NA | 34.55 | 31.56 | 32.12 | 33.90 | NA | NA | … | … | 38.16 | 28.82 | 30.52 | 32.37 | 32.60 | 36.28 | 54.73 | 33.95 | 21.79 | 20.43 | 32.13 |
| Draw Down(%) | NA | 38.18 | 48.39 | 63.62 | 63.62 | NA | NA | … | … | 27.05 | 30.15 | 15.82 | 35.45 | 36.09 | 22.26 | 32.86 | 15.71 | 14.13 | 12.78 | 17.62 |
| Yield(%) | 0.00 | 2.78 | 2.44 | 1.77 | 3.91 | 2.99 | 2.24 | … | … | 1.48 | 2.60 | 2.32 | 2.19 | 1.75 | 1.97 | 2.21 | 2.81 | 2.59 | 3.03 | 2.70 |
Data as of 06/10/2026, Common starting date is 04/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWRS (Global Water Resources, Inc.) |
-12.99%
Jan 2023 – Jan 2026 |
-14.10%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWRS (Global Water Resources, Inc.) |
29.66%
Aug 2018 – Aug 2021 |
22.35%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart