Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GAM (General American Investors Closed Fund) | 11.74% | 10.64% | 25.94% | 17.68% | 10.82% | 12.12% | 8.36% | 10.81% |
Data as of 07/18/2025, AR inception is 07/01/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAM (General American Investors Closed Fund) | 07/01/1985 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 10.64 | 25.94 | 17.68 | 10.82 | 12.12 | 8.36 | 10.81 | 11.74 | 18.77 | 32.11 | -6.22 | 21.60 | -0.80 | 34.39 | -17.33 | 11.01 | 8.18 | -7.76 | 9.33 | 34.23 | 17.69 | -5.26 | 14.32 | 36.87 | -48.23 | 8.74 | 16.31 | 13.04 | 8.89 | 27.06 | -27.15 | 4.26 | 18.30 | 39.66 | 31.43 | 40.00 | 17.50 | 21.94 | -14.53 | -16.15 | 11.01 | 85.96 | 3.95 | 48.87 | 7.28 | -17.93 | 12.05 | 10.34 |
| Sharpe Ratio | NA | 0.40 | 1.25 | 0.88 | 0.49 | NA | NA | 0.42 | 1.05 | 0.88 | 1.94 | -0.29 | 1.73 | -0.03 | 2.48 | -1.10 | 0.86 | 0.56 | -0.54 | 0.84 | 2.99 | 1.39 | -0.22 | 0.71 | 1.17 | -1.15 | 0.37 | 1.25 | 0.99 | 0.90 | 1.79 | -1.39 | 0.10 | 0.88 | 2.40 | 1.71 | -1.04 | 0.98 | 1.51 | -0.94 | -1.15 | 0.52 | 3.75 | -0.05 | 2.84 | 0.09 | -0.54 | 0.39 | 0.92 |
| Standard Deviation(%) | NA | 18.87 | 18.13 | 17.90 | 19.01 | NA | NA | 20.08 | 18.81 | 15.11 | 14.49 | 25.89 | 12.48 | 36.52 | 12.78 | 17.03 | 12.13 | 14.08 | 14.52 | 11.05 | 11.43 | 12.76 | 23.67 | 20.13 | 31.43 | 42.71 | 15.40 | 10.46 | 10.97 | 8.82 | 14.76 | 20.35 | 20.54 | 16.25 | 15.20 | 16.42 | 14.61 | 14.16 | 11.96 | 18.51 | 15.85 | 16.40 | 21.80 | 26.20 | 15.18 | 29.31 | 40.45 | 20.13 | 18.21 |
| Draw Down(%) | NA | 17.84 | 17.84 | 24.55 | 41.78 | NA | NA | 66.63 | 15.31 | 10.12 | 8.42 | 22.13 | 8.55 | 41.78 | 6.35 | 27.29 | 10.43 | 15.54 | 15.34 | 9.20 | 6.84 | 11.05 | 23.97 | 18.74 | 35.36 | 62.17 | 14.56 | 9.25 | 7.17 | 11.13 | 11.41 | 35.04 | 26.97 | 9.99 | 7.67 | 14.78 | 10.09 | 10.44 | 6.72 | 17.11 | 21.67 | 9.32 | 7.55 | 28.36 | 6.33 | 19.05 | 40.25 | 11.70 | 10.45 |
| Yield(%) | 0.00 | 8.73 | 9.40 | 8.47 | 6.56 | 9.33 | 6.23 | 12.85 | 0.00 | 10.56 | 7.37 | 7.60 | 8.96 | 0.61 | 7.22 | 8.01 | 2.19 | 10.26 | 0.98 | 10.08 | 7.36 | NA | 1.85 | 1.81 | 1.87 | 1.92 | 15.52 | 8.62 | 2.66 | 3.42 | 2.20 | 1.84 | 11.43 | 21.48 | 14.48 | 14.28 | 14.46 | 12.31 | 15.74 | 0.14 | 10.22 | 7.11 | 12.41 | 9.24 | 12.46 | 1.98 | 13.39 | 17.31 | 0.00 |
Data as of 07/18/2025, AR inception is 07/01/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAM (General American Investors Closed Fund) |
-20.92%
Feb 2006 - Feb 2009 |
-9.13%
Feb 2004 - Feb 2009 |
-0.28%
Feb 1999 - Feb 2009 |
2.74%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAM (General American Investors Closed Fund) |
42.24%
Dec 1988 - Dec 1991 |
32.05%
Mar 1995 - Mar 2000 |
21.91%
Sep 1990 - Sep 2000 |
17.26%
Jan 1986 - Jan 2001 |
Annualized Rolling Returns Comparison Chart