Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GEQYX (EQUITY INDEX INSTITUTIONAL) | 8.12% | 24.92% | 21.24% | 12.17% | 14.56% | 13.99% | 9.62% | … | … |
Data as of 06/05/2026, Common starting date is 12/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEQYX (EQUITY INDEX INSTITUTIONAL) | 12/19/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.61 | 24.92 | 21.24 | 12.17 | 14.56 | 13.99 | 9.62 | … | … | 8.12 | 17.06 | 24.88 | 26.52 | -19.68 | 25.32 | 16.97 | 31.68 | -4.80 | 22.59 | 12.10 | 0.93 | 13.54 | 31.95 | 15.92 | 3.00 | 12.28 | 22.36 | -39.92 | -4.60 | 11.24 | 3.05 | 10.78 | 28.20 | -22.88 | -0.61 |
| Sharpe Ratio | NA | 2.21 | 1.33 | 0.61 | 0.74 | NA | NA | … | … | 1.97 | 0.77 | 1.68 | 1.76 | -0.87 | 1.91 | 0.48 | 2.43 | -0.38 | 3.30 | 0.89 | 0.06 | 1.18 | 2.74 | 1.24 | 0.13 | 0.67 | 0.81 | -0.98 | -0.45 | 0.76 | 0.08 | 0.88 | 1.63 | -0.93 | -1.99 |
| Standard Deviation(%) | NA | 11.85 | 14.78 | 16.93 | 18.04 | NA | NA | … | … | 13.50 | 18.58 | 12.67 | 13.08 | 24.32 | 13.27 | 34.52 | 12.45 | 16.43 | 6.67 | 13.33 | 15.69 | 11.43 | 11.66 | 12.90 | 23.26 | 18.32 | 27.32 | 41.39 | 17.11 | 10.31 | 10.29 | 11.07 | 16.87 | 25.92 | 10.54 |
| Draw Down(%) | NA | 8.94 | 18.69 | 25.47 | 33.76 | NA | NA | … | … | 8.94 | 18.69 | 8.44 | 9.66 | 25.47 | 5.29 | 33.76 | 6.54 | 19.36 | 2.61 | 10.44 | 12.12 | 7.31 | 5.61 | 9.68 | 17.72 | 17.37 | 27.31 | 49.29 | 13.57 | 7.89 | 7.06 | 7.29 | 13.59 | 33.34 | 1.03 |
| Yield(%) | 0.00 | 1.75 | 3.86 | 2.74 | 10.69 | 10.66 | 7.02 | … | … | 0.00 | 1.78 | 4.62 | 4.82 | 1.19 | 1.35 | 1.61 | 2.91 | 2.11 | 2.58 | 7.15 | 5.88 | 6.79 | 7.34 | 6.73 | 28.98 | 1.19 | 0.00 | 0.00 | 0.00 | 0.00 | 1.18 | 2.98 | 2.23 | 1.86 | 0.63 |
Data as of 06/05/2026, Common starting date is 12/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEQYX (EQUITY INDEX INSTITUTIONAL) |
-20.22%
Feb 2006 – Feb 2009 |
-10.38%
Feb 2004 – Feb 2009 |
0.80%
Jan 2002 – Jan 2012 |
4.97%
Jan 2002 – Jan 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEQYX (EQUITY INDEX INSTITUTIONAL) |
24.51%
Dec 2018 – Dec 2021 |
21.64%
Feb 2009 – Feb 2014 |
16.27%
Sep 2011 – Sep 2021 |
15.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart