Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USLYX (U.S. GLOBAL LEADERS GROWTH FUND CLASS R2) | -6.25% | -5.98% | 8.49% | 2.46% | 11.09% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USLYX (U.S. GLOBAL LEADERS GROWTH FUND CLASS R2) | 03/02/2012 | 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 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.65 | -5.98 | 8.49 | 2.46 | 11.09 | NA | NA | … | … | -6.25 | -17.60 | 3.06 | 29.02 | -29.84 | 9.91 | 22.09 | 32.86 | 3.20 | 25.20 | 0.58 | 7.99 | 8.22 | 26.11 | 7.61 |
| Sharpe Ratio | NA | -0.41 | 0.40 | 0.03 | 0.50 | NA | NA | … | … | -0.81 | -0.70 | -0.19 | 1.65 | -1.06 | 0.59 | 0.61 | 2.36 | 0.11 | 3.21 | 0.02 | 0.52 | 0.65 | 2.28 | 0.64 |
| Standard Deviation(%) | NA | 13.54 | 15.48 | 19.11 | 19.31 | NA | NA | … | … | 15.36 | 29.58 | 18.63 | 15.13 | 29.52 | 16.88 | 35.43 | 13.31 | 17.59 | 7.69 | 15.40 | 15.33 | 12.69 | 11.42 | 14.54 |
| Draw Down(%) | NA | 16.17 | 18.36 | 36.86 | 36.86 | NA | NA | … | … | 15.42 | 22.96 | 17.16 | 10.98 | 35.04 | 13.38 | 31.02 | 6.10 | 17.47 | 3.34 | 13.68 | 11.08 | 8.12 | 6.18 | 9.44 |
| Yield(%) | 0.00 | 20.53 | 13.76 | 8.39 | 12.23 | 12.16 | 9.12 | … | … | 0.00 | 21.08 | 15.25 | 0.00 | 0.00 | 9.12 | 12.92 | 7.97 | 11.65 | 8.07 | 5.05 | 6.38 | 13.90 | 3.27 | 2.29 |
Data as of 06/10/2026, Common starting date is 03/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USLYX (U.S. GLOBAL LEADERS GROWTH FUND CLASS R2) |
0.96%
Oct 2021 – Oct 2024 |
2.69%
Mar 2021 – Mar 2026 |
10.24%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USLYX (U.S. GLOBAL LEADERS GROWTH FUND CLASS R2) |
28.85%
Dec 2018 – Dec 2021 |
22.95%
Oct 2016 – Oct 2021 |
13.14%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart