Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LGLBF (Gold Bullion Securities Limited – Gold Bullion Securities) | NA | 5.46% | 0.86% | 9.04% | 4.40% | 6.80% | NA | … | … |
Data as of 02/01/2024, Common starting date is 09/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGLBF (Gold Bullion Securities Limited – Gold Bullion Securities) | 09/19/2007 | 02/01/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.46 | 0.86 | 9.04 | 4.40 | 6.80 | NA | … | … | -2.42 | 13.76 | 1.08 | -3.90 | 28.17 | 13.73 | 2.55 | 11.29 | 4.46 | -10.52 | -4.14 | -26.86 | 2.82 | 14.29 | 18.61 | 66.19 | -15.66 | 16.47 |
| Sharpe Ratio | NA | 0.08 | -0.07 | 0.48 | 0.23 | NA | NA | … | … | -3.39 | 0.62 | -0.02 | -0.32 | 1.52 | 1.09 | 0.10 | 0.75 | 0.22 | -0.87 | -0.35 | -0.99 | 0.21 | 0.56 | 1.35 | 1.92 | -0.48 | 3.08 |
| Standard Deviation(%) | NA | 14.81 | 15.15 | 15.67 | 14.91 | NA | NA | … | … | 8.30 | 15.50 | 17.11 | 18.48 | 18.27 | 11.34 | 12.20 | 14.19 | 19.15 | 12.09 | 11.75 | 27.10 | 13.24 | 25.29 | 13.76 | 34.42 | 34.70 | 22.54 |
| Draw Down(%) | NA | 7.24 | 18.48 | 21.01 | 23.34 | NA | NA | … | … | 2.42 | 7.24 | 18.48 | 14.47 | 9.80 | 3.91 | 11.66 | 6.74 | 17.90 | 18.05 | 15.13 | 29.34 | 10.65 | 15.56 | 10.19 | 10.76 | 29.53 | 3.02 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/01/2024, Common starting date is 09/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGLBF (Gold Bullion Securities Limited – Gold Bullion Securities) |
-15.35%
Nov 2012 – Nov 2015 |
-7.59%
Dec 2011 – Dec 2016 |
-1.30%
Oct 2012 – Oct 2022 |
3.68%
Mar 2008 – Mar 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGLBF (Gold Bullion Securities Limited – Gold Bullion Securities) |
33.84%
Nov 2008 – Nov 2011 |
18.68%
Oct 2007 – Oct 2012 |
5.70%
Jan 2009 – Jan 2019 |
6.98%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart