Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GXDW | 12.89% | 9.59% | 3.19% | -9.94% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GXDW | 11/04/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.05 | 9.59 | 3.19 | -9.94 | NA | NA | NA | … | … | 12.89 | 3.53 | -3.56 | 10.25 | -48.08 | 3.21 | 61.07 | 4.70 |
| Sharpe Ratio | NA | 0.26 | 0.00 | -0.44 | NA | NA | NA | … | … | 0.97 | 0.03 | -0.33 | 0.25 | -1.33 | 0.10 | 1.70 | 3.22 |
| Standard Deviation(%) | NA | 27.15 | 25.03 | 27.87 | NA | NA | NA | … | … | 31.23 | 25.73 | 21.49 | 26.12 | 37.28 | 30.95 | 35.55 | 10.38 |
| Draw Down(%) | NA | 24.64 | 31.91 | 61.18 | NA | NA | NA | … | … | 16.99 | 21.79 | 10.89 | 29.91 | 49.43 | 32.57 | 35.82 | 1.96 |
| Yield(%) | 0.00 | 1.34 | 1.40 | 0.86 | 0.92 | 0.61 | 0.46 | … | … | 0.00 | 1.43 | 1.04 | 2.16 | 0.75 | 1.56 | 0.76 | 0.32 |
Data as of 06/05/2026, Common starting date is 11/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GXDW (GXDW) |
-22.87%
Jun 2021 – Jun 2024 |
-12.88%
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 |
|---|---|---|---|---|
| GXDW (GXDW) |
8.00%
May 2023 – May 2026 |
1.93%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart