Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GGEZX (GROWTH EQUITY INVESTOR) | 1.19% | 13.99% | 19.27% | 8.64% | 14.42% | 13.58% | 10.76% | … | … |
Data as of 06/05/2026, Common starting date is 09/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GGEZX (GROWTH EQUITY INVESTOR) | 09/15/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.92 | 13.99 | 19.27 | 8.64 | 14.42 | 13.58 | 10.76 | … | … | 1.19 | 12.87 | 30.17 | 41.85 | -34.66 | 17.51 | 33.21 | 34.46 | 0.02 | 32.93 | -1.30 | 5.24 | 10.03 | 34.66 | 17.21 | -1.43 | 19.02 | 37.97 | -43.08 | 13.79 | 0.34 | 6.24 |
| Sharpe Ratio | NA | 1.13 | 0.98 | 0.29 | 0.60 | NA | NA | … | … | 0.66 | 0.44 | 1.54 | 2.29 | -1.15 | 0.59 | 1.00 | 2.24 | -0.07 | 3.79 | -0.09 | 0.31 | 0.66 | 2.63 | 1.15 | -0.06 | 0.93 | 1.42 | -1.06 | 0.64 | -0.24 | 1.64 |
| Standard Deviation(%) | NA | 15.17 | 18.82 | 24.24 | 22.25 | NA | NA | … | … | 16.74 | 22.66 | 17.30 | 16.81 | 31.52 | 29.58 | 32.67 | 14.75 | 20.21 | 8.55 | 16.05 | 16.55 | 15.25 | 13.18 | 15.01 | 26.24 | 20.39 | 26.61 | 41.38 | 16.81 | 12.68 | 12.30 |
| Draw Down(%) | NA | 18.51 | 22.86 | 47.24 | 47.24 | NA | NA | … | … | 14.88 | 22.72 | 12.36 | 11.41 | 37.74 | 18.77 | 28.85 | 8.51 | 21.14 | 2.75 | 15.80 | 12.97 | 9.74 | 7.13 | 11.45 | 20.14 | 16.81 | 20.62 | 51.78 | 9.31 | 14.11 | 4.04 |
| Yield(%) | 0.00 | 14.18 | 13.47 | 10.36 | 14.29 | 14.37 | 12.32 | … | … | 0.00 | 14.22 | 16.27 | 6.76 | 6.95 | 20.45 | 16.08 | 12.17 | 16.33 | 12.68 | 3.09 | 9.26 | 10.44 | 19.74 | 8.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/15/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGEZX (GROWTH EQUITY INVESTOR) |
-16.74%
Feb 2006 – Feb 2009 |
-0.06%
Sep 2006 – Sep 2011 |
5.69%
Feb 2006 – Feb 2016 |
7.48%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGEZX (GROWTH EQUITY INVESTOR) |
29.81%
Sep 2022 – Sep 2025 |
24.44%
Feb 2009 – Feb 2014 |
18.02%
Sep 2011 – Sep 2021 |
16.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart