Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GEO (The GEO Group, Inc.) | 56.02% | -6.12% | 50.15% | 33.59% | 2.16% | 10.01% | 12.59% | … | … |
Data as of 06/04/2026, Common starting date is 07/27/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEO (The GEO Group, Inc.) | 07/27/1994 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.83 | -6.12 | 50.15 | 33.59 | 2.16 | 10.01 | 12.59 | … | … | 56.02 | -41.71 | 158.36 | -1.10 | 41.29 | -9.92 | -39.13 | -9.48 | -9.35 | -28.54 | 52.81 | -15.58 | 45.25 | 28.01 | 134.70 | -32.08 | 12.71 | 21.35 | -35.61 | 198.51 | 63.63 | -13.73 | 16.58 | 105.22 | -19.84 | 87.93 | -36.90 | -59.17 | 6.51 | 34.37 | 58.42 | 49.63 | 87.50 |
| Sharpe Ratio | NA | -0.34 | 0.79 | 0.59 | -0.01 | NA | NA | … | … | 2.06 | -0.93 | 2.65 | -0.13 | 0.75 | -0.15 | -0.60 | -0.35 | -0.37 | -0.61 | 0.80 | -0.58 | 2.48 | 1.36 | 4.34 | -1.09 | 0.43 | 0.45 | -0.67 | 2.45 | 1.03 | -0.42 | 0.45 | 2.23 | -0.63 | 1.89 | -0.92 | -1.27 | 0.08 | 0.66 | 0.76 | 0.89 | 6.11 |
| Standard Deviation(%) | NA | 51.69 | 51.23 | 53.93 | 53.27 | NA | NA | … | … | 62.02 | 48.48 | 57.29 | 41.18 | 53.30 | 67.39 | 64.92 | 31.27 | 28.72 | 47.87 | 65.60 | 27.01 | 18.24 | 20.61 | 31.43 | 29.47 | 29.47 | 47.33 | 54.55 | 80.39 | 59.00 | 37.47 | 34.82 | 46.92 | 33.30 | 46.23 | 44.77 | 49.02 | 39.71 | 46.24 | 71.52 | 51.57 | 53.03 |
| Draw Down(%) | NA | 51.14 | 62.49 | 62.49 | 85.06 | NA | NA | … | … | 28.59 | 58.76 | 32.52 | 43.40 | 34.62 | 43.16 | 48.37 | 42.74 | 28.62 | 50.77 | 44.00 | 33.13 | 8.24 | 17.51 | 10.19 | 38.25 | 20.83 | 41.92 | 55.09 | 28.28 | 38.70 | 35.65 | 29.61 | 25.09 | 39.95 | 20.25 | 48.66 | 66.16 | 48.78 | 38.12 | 64.25 | 35.04 | 15.79 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 4.35 | 11.75 | 16.91 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.86 | 10.74 | 7.45 | 7.81 | 10.13 | 20.33 | 13.90 | 16.39 | 13.41 | 53.87 | 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 07/27/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEO (The GEO Group, Inc.) |
-38.15%
Nov 1997 – Nov 2000 |
-29.03%
Feb 2017 – Feb 2022 |
-5.78%
Apr 2013 – Apr 2023 |
-0.79%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEO (The GEO Group, Inc.) |
84.91%
Oct 2004 – Oct 2007 |
63.60%
Feb 2003 – Feb 2008 |
36.16%
Mar 2003 – Mar 2013 |
28.98%
May 2000 – May 2015 |
Annualized Rolling Returns Comparison Chart