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Performance analysis of Synthetic FixedIncome Securities Inc Synthetic FixedIncome Securities Inc Floating Rate Structured Repackaged AssetBacked Trust Securities Certificates (GJT)

Annual Return

Over the past 3 years, GJT has had an average annual return of +2.60%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, GJT has had an average annual return of +2.61%, underperforming the benchmark SPY, which returned +13.88% annual.

Over the past 10 years, GJT has had an average annual return of +2.64%, underperforming the benchmark SPY, which returned +15.44% annual.

Since Aug 1, 2007, GJT has had an average annual return of +0.25%, underperforming the benchmark SPY, which returned +11.11% annual.

202620252024202320222021202020192018201720162015
+1.03%+0.53%+3.57%+6.05%+1.19%-0.67%-1.14%+4.13%+0.98%+11.05%+0.38%+1.30%
20142013201220112010200920082007
+21.62%-4.39%+2.62%-14.71%+3.57%+136.65%-58.24%-23.49%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.60%-0.34%-0.13%+0.43%+0.48%+0%+1.03%
2025-1.56%+0.88%-0.66%-2.43%+2.06%-0.20%+1.02%-1.27%+2.81%-1.82%+0.75%+1.11%+0.53%
2024-0.63%+0.04%+1.23%+2.04%+0.20%-1.93%+2.20%-0.04%-0.54%+0.35%+0.53%+0.14%+3.57%
2023+1.80%+1.68%-1.06%-0.43%+1.18%+0.95%-0.11%+0.07%-0.62%+0.37%-0.65%+2.78%+6.05%
2022+0.25%-1.17%+2.65%+1.76%-2.66%-0.15%+0.05%+0.72%+0.45%+0.47%-0.95%-0.12%+1.19%
2021-0.95%-1.92%+0.42%-0.10%+0.34%+1.83%+0%-0.97%+1.15%-0.65%+0.14%+0.10%-0.67%
2020+1.86%+1.54%-18.43%+3.72%-1.47%+3.15%+1.60%+3.85%+0.29%-1.46%+6.36%+0.24%-1.14%
2019+0.26%+1.48%-1.27%+0.79%-0.14%+0.39%+1.21%-0%-1.72%+1.32%+0.97%+0.81%+4.13%
2018+1.04%-1.09%+3.86%+1.16%-0.38%+1.76%-0.66%+0.95%-0.75%+1%-1.87%-3.83%+0.98%
2017+1.89%+0.54%+0.28%+2.97%+0.79%+2.60%-1.12%+1.38%+1.01%-1.00%+0.26%+1.01%+11.05%

Drawdown analysis of Synthetic FixedIncome Securities Inc Synthetic FixedIncome Securities Inc Floating Rate Structured Repackaged AssetBacked Trust Securities Certificates (GJT)

The maximum drawdown for the GJT was -76.78%, occurring on Nov 20, 2008. Recovery took 3588 trading sessions.

The current GJT drawdown is -0.77%.

Since Aug 1, 2007 GJT has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-76.78%Aug 1, 2007331Nov 20, 20083588Feb 24, 20233919
-5.33%Nov 10, 20233Nov 15, 202377Mar 8, 202480
-5.31%Feb 24, 202313Mar 15, 2023118Sep 1, 2023131
-4.59%Sep 16, 2024155Apr 30, 2025148Dec 1, 2025303
-4.05%Sep 1, 202347Nov 8, 20232Nov 10, 202349
-3.08%Mar 8, 20243Mar 13, 202410Mar 27, 202413
-2.96%Jul 30, 20244Aug 5, 202421Sep 4, 202425
-2.92%May 6, 20247May 15, 202451Jul 30, 202458
-2.80%Mar 27, 202411Apr 12, 202416May 6, 202427
-2.60%Jan 26, 202673May 11, 2026OngoingOngoingOngoing
-1.97%Dec 30, 20258Jan 12, 20269Jan 26, 202617
-1.55%Dec 1, 202513Dec 18, 20257Dec 30, 202520