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
GBMLVX NA 17.77% NA NA NA NA NA
Data as of 12/09/2021, Common starting date is 12/13/2019
More Performance Analytics Comparison
Name Start Date End Date
GBMLVX 12/13/2019 12/09/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) 1.42 17.77 NA NA NA NA NA 16.81 9.78 0.79
Sharpe Ratio NA 0.85 NA NA NA NA NA 0.84 0.22 2.58
Standard Deviation(%) NA 20.97 NA NA NA NA NA 21.27 43.01 7.33
Draw Down(%) NA 12.20 NA NA NA NA NA 12.20 44.97 1.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/09/2021, Common starting date is 12/13/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GBMLVX (GBMLVX) 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
GBMLVX (GBMLVX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return