Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GEF (Greif, Inc.) | -5.28% | 3.31% | 4.40% | 4.66% | 9.14% | 3.69% | 6.73% | … | … |
Data as of 06/05/2026, Common starting date is 02/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEF (Greif, Inc.) | 02/28/1996 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 3.31 | 4.40 | 4.66 | 9.14 | 3.69 | 6.73 | … | … | -5.28 | 18.90 | -3.63 | 0.91 | 14.49 | 32.59 | 11.61 | 24.52 | -36.67 | 21.62 | 73.89 | -31.60 | -6.73 | 21.62 | 1.44 | -24.05 | 17.94 | 67.31 | -47.42 | 12.38 | 81.72 | 19.95 | 60.07 | 52.79 | -26.37 | 17.89 | -2.52 | 1.93 | -12.87 | 18.58 | -5.83 |
| Sharpe Ratio | NA | 0.03 | 0.04 | 0.06 | 0.22 | NA | NA | … | … | -0.60 | 0.53 | -0.29 | -0.11 | 0.39 | 1.10 | 0.18 | 0.65 | -1.01 | 0.65 | 1.87 | -0.82 | -0.34 | 0.92 | 0.05 | -0.73 | 0.67 | 1.45 | -0.86 | 0.22 | 2.60 | 0.50 | 1.94 | 1.59 | -0.62 | 0.32 | -0.19 | -0.04 | -0.56 | 0.53 | -0.44 |
| Standard Deviation(%) | NA | 24.46 | 26.95 | 28.66 | 35.61 | NA | NA | … | … | 24.10 | 31.05 | 24.92 | 25.89 | 33.92 | 29.73 | 61.66 | 35.52 | 37.91 | 32.30 | 39.34 | 38.67 | 19.91 | 23.58 | 26.46 | 33.05 | 26.53 | 46.22 | 55.83 | 41.88 | 30.23 | 35.45 | 30.41 | 32.79 | 44.62 | 49.43 | 36.06 | 40.42 | 29.31 | 27.85 | 23.89 |
| Draw Down(%) | NA | 19.51 | 31.09 | 31.09 | 57.84 | NA | NA | … | … | 19.51 | 20.76 | 18.19 | 20.29 | 18.87 | 18.75 | 45.99 | 27.57 | 46.38 | 15.13 | 23.08 | 40.03 | 23.17 | 14.98 | 30.45 | 37.18 | 18.49 | 25.97 | 61.03 | 20.18 | 13.91 | 24.61 | 17.82 | 33.14 | 37.40 | 31.75 | 23.14 | 25.74 | 31.71 | 21.77 | 17.56 |
| Yield(%) | 0.00 | 3.49 | 3.46 | 3.43 | 4.98 | 2.84 | 4.98 | … | … | 0.82 | 3.64 | 3.21 | 3.05 | 3.21 | 3.82 | 4.01 | 4.77 | 2.77 | 3.23 | 5.38 | 3.54 | 3.26 | 3.62 | 3.58 | 2.72 | 2.94 | 4.35 | 2.23 | 1.69 | 2.08 | 1.60 | 1.73 | 2.28 | 1.68 | 2.06 | 1.81 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEF (Greif, Inc.) |
-16.41%
Feb 2013 – Feb 2016 |
-13.21%
Feb 2011 – Feb 2016 |
-1.95%
Mar 2010 – Mar 2020 |
2.53%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEF (Greif, Inc.) |
58.62%
Mar 2003 – Mar 2006 |
52.35%
Mar 2003 – Mar 2008 |
22.54%
Mar 2003 – Mar 2013 |
15.99%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart