Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GEG (Great Elm Group, Inc.) | -13.73% | 2.33% | 1.56% | -4.57% | -23.71% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/21/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEG (Great Elm Group, Inc.) | 12/21/2012 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.85 | 2.33 | 1.56 | -4.57 | -23.71 | NA | NA | … | … | -13.73 | 34.81 | -6.19 | -3.96 | -3.35 | -27.43 | -99.99 | 66,566.67 | 30.73 | -22.93 | 41.71 | 14.72 | -3.98 |
| Sharpe Ratio | NA | 0.05 | -0.05 | -0.16 | -0.04 | NA | NA | … | … | -1.12 | 0.83 | -0.44 | -0.21 | -0.09 | -0.43 | -0.06 | 0.73 | 0.34 | -0.64 | 1.96 | 0.63 | NA |
| Standard Deviation(%) | NA | 41.48 | 34.19 | 41.48 | 645.23 | NA | NA | … | … | 32.58 | 39.39 | 29.10 | 39.70 | 51.11 | 63.85 | 1,548.19 | 1,249.78 | 87.92 | 35.86 | 21.28 | 23.34 | NA |
| Draw Down(%) | NA | 41.42 | 41.42 | 50.70 | 100.00 | NA | NA | … | … | 29.02 | 24.92 | 18.87 | 27.39 | 35.02 | 54.85 | 99.99 | 7.61 | 4.72 | 42.00 | 9.42 | 23.35 | NA |
| 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 |
Data as of 06/04/2026, Common starting date is 12/21/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEG (Great Elm Group, Inc.) |
-95.87%
Nov 2019 – Nov 2022 |
-85.44%
Oct 2019 – Oct 2024 |
-21.39%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEG (Great Elm Group, Inc.) |
945.96%
Dec 2016 – Dec 2019 |
5.31%
Oct 2020 – Oct 2025 |
-21.39%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart