Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GEF-B (Greif Inc) | 8.41% | 42.33% | 8.95% | 11.51% | 10.64% | 7.19% | 9.81% | … | … |
Data as of 06/04/2026, Common starting date is 10/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEF-B (Greif Inc) | 10/07/2003 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | 42.33 | 8.95 | 11.51 | 10.64 | 7.19 | 9.81 | … | … | 8.41 | 17.51 | 7.79 | -11.91 | 36.86 | 29.04 | -0.34 | 23.44 | -32.90 | 7.02 | 65.61 | -8.28 | -12.15 | 26.92 | 13.15 | -22.66 | 27.69 | 56.01 | -41.91 | 17.09 | 75.33 | 17.01 | 57.23 | 12.69 |
| Sharpe Ratio | NA | 1.20 | 0.22 | 0.29 | 0.26 | NA | NA | … | … | 0.70 | 0.49 | 0.17 | -0.58 | 1.05 | 0.80 | -0.01 | 0.69 | -1.00 | 0.18 | 1.98 | -0.22 | -0.71 | 1.18 | 0.54 | -0.78 | 1.13 | 1.19 | -0.76 | 0.33 | 2.62 | 0.48 | 2.47 | 2.25 |
| Standard Deviation(%) | NA | 29.94 | 27.08 | 29.52 | 35.36 | NA | NA | … | … | 28.24 | 30.18 | 24.12 | 26.81 | 33.89 | 36.11 | 58.19 | 31.90 | 34.38 | 36.39 | 32.95 | 38.46 | 17.18 | 22.83 | 24.28 | 29.20 | 24.50 | 46.90 | 56.22 | 42.23 | 27.62 | 30.83 | 22.81 | 29.25 |
| Draw Down(%) | NA | 18.97 | 28.37 | 29.55 | 49.36 | NA | NA | … | … | 17.11 | 20.06 | 12.49 | 23.42 | 15.57 | 20.09 | 38.38 | 21.85 | 41.87 | 23.14 | 20.42 | 30.09 | 22.98 | 15.23 | 25.20 | 32.50 | 15.39 | 26.32 | 63.39 | 19.85 | 12.48 | 22.29 | 14.82 | 5.88 |
| Yield(%) | 0.00 | 5.63 | 4.49 | 5.22 | 5.97 | 4.59 | 8.00 | … | … | 1.12 | 4.93 | 4.81 | 3.89 | 4.82 | 5.58 | 5.18 | 6.04 | 3.70 | 3.64 | 5.87 | 5.05 | 4.41 | 5.07 | 5.40 | 4.10 | 4.76 | 6.32 | 3.57 | 2.80 | 3.25 | 2.44 | 2.57 | 0.63 |
Data as of 06/04/2026, Common starting date is 10/07/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEF-B (Greif Inc) |
-12.74%
Feb 2017 – Feb 2020 |
-6.60%
Feb 2011 – Feb 2016 |
1.21%
Jul 2010 – Jul 2020 |
4.82%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEF-B (Greif Inc) |
47.75%
Dec 2003 – Dec 2006 |
24.11%
Sep 2004 – Sep 2009 |
17.38%
Nov 2003 – Nov 2013 |
12.31%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison Chart