Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GEQZX (EQUITY INDEX INVESTOR) | 8.00% | 24.60% | 20.93% | 11.88% | 14.25% | 13.71% | 9.97% | … | … |
Data as of 06/05/2026, Common starting date is 12/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEQZX (EQUITY INDEX INVESTOR) | 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 | 24.60 | 20.93 | 11.88 | 14.25 | 13.71 | 9.97 | … | … | 8.00 | 16.77 | 24.54 | 26.17 | -19.89 | 24.99 | 16.67 | 31.33 | -5.03 | 22.01 | 11.84 | 0.70 | 13.31 | 31.94 | 15.76 | 2.75 | 13.31 | 24.23 | -38.75 | -0.52 | 12.96 | 3.67 | 10.60 | 28.03 | -22.78 | -0.42 |
| Sharpe Ratio | NA | 2.18 | 1.31 | 0.60 | 0.72 | NA | NA | … | … | 1.95 | 0.75 | 1.65 | 1.74 | -0.88 | 1.88 | 0.47 | 2.39 | -0.39 | 3.22 | 0.88 | 0.04 | 1.16 | 2.85 | 1.23 | 0.12 | 0.72 | 0.88 | -0.96 | -0.23 | 0.95 | 0.14 | 0.87 | 1.62 | -0.92 | -1.46 |
| Standard Deviation(%) | NA | 11.85 | 14.77 | 16.93 | 18.04 | NA | NA | … | … | 13.51 | 18.56 | 12.69 | 13.07 | 24.31 | 13.27 | 34.52 | 12.49 | 16.42 | 6.66 | 13.29 | 15.56 | 11.43 | 11.20 | 12.84 | 23.17 | 18.31 | 27.31 | 41.25 | 16.23 | 10.07 | 10.10 | 11.00 | 16.84 | 25.97 | 10.65 |
| Draw Down(%) | NA | 8.98 | 18.69 | 25.63 | 33.80 | NA | NA | … | … | 8.98 | 18.69 | 8.44 | 9.72 | 25.63 | 5.31 | 33.80 | 6.57 | 19.40 | 2.65 | 10.54 | 12.18 | 7.39 | 5.58 | 9.72 | 17.80 | 16.65 | 27.25 | 48.72 | 10.34 | 7.51 | 6.95 | 7.30 | 13.69 | 33.31 | 1.08 |
| Yield(%) | 0.00 | 1.54 | 3.57 | 2.48 | 3.63 | 5.14 | 3.76 | … | … | 0.00 | 1.56 | 4.34 | 4.53 | 0.96 | 1.05 | 1.34 | 2.60 | 1.85 | 2.06 | 2.46 | 2.09 | 2.61 | 2.96 | 2.79 | 15.12 | 0.55 | 0.00 | 0.00 | 0.00 | 0.00 | 0.61 | 1.63 | 1.18 | 1.00 | 0.34 |
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 |
|---|---|---|---|---|
| GEQZX (EQUITY INDEX INVESTOR) |
-18.15%
Feb 2006 – Feb 2009 |
-8.91%
Feb 2004 – Feb 2009 |
1.84%
Jan 2002 – Jan 2012 |
5.63%
Jan 2002 – Jan 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEQZX (EQUITY INDEX INVESTOR) |
24.36%
Feb 2009 – Feb 2012 |
22.14%
Feb 2009 – Feb 2014 |
16.06%
Feb 2009 – Feb 2019 |
15.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart