Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GGEFX (GOLUB GROUP EQUITY FUND GOLUB GROUP EQUITY FUND) | 9.02% | 24.68% | 20.57% | 16.93% | 11.59% | 12.25% | NA | 13.27% |
Data as of 07/25/2025, AR inception is 04/06/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GGEFX (GOLUB GROUP EQUITY FUND GOLUB GROUP EQUITY FUND) | 04/06/2009 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.35 | 24.68 | 20.57 | 16.93 | 11.59 | 12.25 | NA | 13.27 | 9.02 | 15.14 | 20.35 | -31.46 | 17.25 | 15.38 | 26.59 | -7.64 | 12.55 | 11.47 | 0.67 | 10.30 | 30.22 | 15.58 | 1.85 | 12.06 | 27.49 |
| Sharpe Ratio | NA | 1.13 | 0.95 | 0.80 | 0.51 | NA | NA | 0.68 | 0.62 | 0.52 | 0.95 | -1.07 | 1.06 | 0.40 | 1.89 | -0.56 | 1.59 | 0.76 | 0.04 | 0.97 | 2.82 | 1.22 | 0.09 | 0.78 | 2.40 |
| Standard Deviation(%) | NA | 19.11 | 18.05 | 18.73 | 19.73 | NA | NA | 17.90 | 22.07 | 16.39 | 17.09 | 30.84 | 16.20 | 37.52 | 13.35 | 16.15 | 7.54 | 14.89 | 15.28 | 10.60 | 10.69 | 12.79 | 20.90 | 15.40 | 16.13 |
| Draw Down(%) | NA | 20.03 | 20.03 | 27.12 | 37.49 | NA | NA | 37.49 | 20.03 | 11.85 | 12.89 | 33.66 | 11.72 | 37.49 | 8.52 | 20.93 | 4.42 | 11.56 | 11.83 | 6.84 | 5.15 | 10.53 | 16.33 | 14.07 | 6.15 |
| Yield(%) | 0.00 | 9.65 | 11.05 | 9.70 | 8.12 | 10.09 | 9.81 | 12.27 | 0.00 | 10.70 | 10.04 | 11.17 | 8.11 | 0.00 | 3.26 | 7.07 | 8.44 | 8.31 | 11.56 | 8.49 | 6.49 | 3.64 | 6.48 | 3.53 | 0.00 |
Data as of 07/25/2025, AR inception is 04/06/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGEFX (GOLUB GROUP EQUITY FUND GOLUB GROUP EQUITY FUND) |
-1.44%
Mar 2017 - Mar 2020 |
2.52%
Mar 2015 - Mar 2020 |
7.23%
Mar 2010 - Mar 2020 |
10.77%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGEFX (GOLUB GROUP EQUITY FUND GOLUB GROUP EQUITY FUND) |
22.31%
Dec 2018 - Dec 2021 |
18.78%
Mar 2020 - Mar 2025 |
14.23%
Aug 2011 - Aug 2021 |
12.55%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart