Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GHLD (Guild Holdings Company) | NA | 424.70% | 90.90% | 40.66% | NA | NA | NA | … | … |
Data as of 12/05/2025, Common starting date is 10/23/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GHLD (Guild Holdings Company) | 10/23/2020 | 12/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.17 | 424.70 | 90.90 | 40.66 | NA | NA | NA | … | … | 393.47 | 3.80 | 45.37 | -28.08 | -5.97 | 13.69 |
| Sharpe Ratio | NA | 3.30 | 1.06 | 0.57 | NA | NA | NA | … | … | 3.44 | 0.00 | 0.91 | -0.62 | -0.19 | 2.74 |
| Standard Deviation(%) | NA | 127.79 | 82.60 | 68.82 | NA | NA | NA | … | … | 132.17 | 43.19 | 46.50 | 47.77 | 31.57 | 36.11 |
| Draw Down(%) | NA | 24.04 | 29.55 | 49.12 | NA | NA | NA | … | … | 24.04 | 22.92 | 23.75 | 44.22 | 25.28 | 8.35 |
| Yield(%) | 0.00 | 5.65 | 5.40 | 4.84 | 2.52 | 1.68 | 1.26 | … | … | 5.45 | 3.51 | 4.66 | 0.00 | 11.59 | 0.00 |
Data as of 12/05/2025, Common starting date is 10/23/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GHLD (Guild Holdings Company) |
-0.74%
Nov 2020 – Nov 2023 |
42.98%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GHLD (Guild Holdings Company) |
86.81%
Nov 2022 – Nov 2025 |
42.98%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart