Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GEQIX (Equity Income Portfolio) | 7.80% | 15.77% | 12.02% | 7.63% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEQIX (Equity Income Portfolio) | 12/29/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.19 | 15.77 | 12.02 | 7.63 | NA | NA | NA | … | … | 7.80 | -3.52 | 9.24 | 7.85 | -5.20 | 27.51 | 6.75 | 25.12 | -5.39 | 18.30 | -0.40 |
| Sharpe Ratio | NA | 1.10 | 0.68 | 0.35 | NA | NA | NA | … | … | 1.08 | -0.31 | 0.54 | 0.36 | -0.35 | 2.20 | 0.18 | 2.00 | -0.44 | 2.70 | NA |
| Standard Deviation(%) | NA | 10.81 | 12.49 | 14.01 | NA | NA | NA | … | … | 11.85 | 20.59 | 10.38 | 11.68 | 18.87 | 12.50 | 35.33 | 11.84 | 15.48 | 6.56 | 0.00 |
| Draw Down(%) | NA | 6.31 | 15.46 | 17.82 | NA | NA | NA | … | … | 6.31 | 13.93 | 7.84 | 11.28 | 17.82 | 5.76 | 35.47 | 6.56 | 16.98 | 3.35 | 0.40 |
| Yield(%) | 0.00 | 14.62 | 10.77 | 8.03 | 7.53 | 5.02 | 3.77 | … | … | 0.00 | 15.42 | 9.48 | 7.51 | 4.04 | 7.20 | 2.06 | 2.37 | 4.29 | 1.73 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEQIX (Equity Income Portfolio) |
1.35%
Mar 2017 – Mar 2020 |
7.23%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEQIX (Equity Income Portfolio) |
19.42%
Dec 2018 – Dec 2021 |
14.89%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart