Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GEC (Great Elm Group, Inc.) | NA | 2.73% | -6.65% | -18.63% | -19.59% | -25.32% | -26.72% | -22.97% |
Data as of 02/26/2021, AR inception is 06/11/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEC (Great Elm Group, Inc.) | 06/11/1999 | 02/26/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.23 | 2.73 | -6.65 | -18.63 | -19.59 | -25.32 | -26.72 | -22.97 | 4.51 | -13.77 | -1.18 | -16.54 | 8.00 | -63.66 | -14.00 | -27.54 | 15.00 | -24.05 | -25.47 | -7.02 | 250.77 | -75.00 | -71.83 | -47.17 | 13.00 | 40.55 | 83.33 | -79.57 | -79.58 | -58.65 | 477.88 |
| Sharpe Ratio | NA | 0.03 | -0.11 | -0.33 | -0.31 | NA | NA | -0.28 | 0.73 | -0.16 | -0.39 | -1.05 | -0.36 | -1.50 | -0.51 | -0.58 | -0.06 | -0.73 | -0.59 | -0.51 | 2.66 | -1.03 | -1.82 | -1.09 | -0.18 | 0.35 | 0.71 | -0.68 | -0.71 | -0.95 | 16.60 |
| Standard Deviation(%) | NA | 87.93 | 66.15 | 59.41 | 63.81 | NA | NA | 83.29 | 46.85 | 88.01 | 62.52 | 36.39 | 31.41 | 65.02 | 63.35 | 78.86 | 61.24 | 58.90 | 74.63 | 50.15 | 87.28 | 91.22 | 51.64 | 64.01 | 44.55 | 59.45 | 90.59 | 145.97 | 143.45 | 134.49 | 134.79 |
| Draw Down(%) | NA | 50.62 | 66.53 | 84.26 | 95.73 | NA | NA | 99.98 | 9.34 | 55.21 | 38.11 | 27.32 | 19.74 | 67.73 | 47.62 | 63.20 | 45.99 | 61.94 | 51.16 | 44.21 | 31.88 | 83.51 | 76.08 | 73.04 | 27.30 | 54.09 | 50.85 | 95.78 | 90.78 | 80.35 | 45.33 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/26/2021, AR inception is 06/11/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEC (Great Elm Group, Inc.) |
-79.85%
Sep 1999 - Sep 2002 |
-52.22%
Mar 2000 - Mar 2005 |
-41.49%
Mar 2000 - Mar 2010 |
-36.26%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEC (Great Elm Group, Inc.) |
113.02%
Sep 2002 - Sep 2005 |
22.67%
Nov 2008 - Nov 2013 |
0.32%
Sep 2002 - Sep 2012 |
-11.54%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart