Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GGEZX (GROWTH EQUITY INVESTOR) | 3.50% | 16.79% | 19.77% | 10.85% | 13.02% | 14.16% | NA | 10.82% |
Data as of 08/01/2025, AR inception is 09/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GGEZX (GROWTH EQUITY INVESTOR) | 09/15/2005 | 08/01/2025 |
| 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 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.89 | 16.79 | 19.77 | 10.85 | 13.02 | 14.16 | NA | 10.82 | 3.50 | 14.53 | 34.83 | -41.58 | -2.81 | 16.47 | 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 | 0.70 | 0.90 | 0.41 | 0.52 | NA | NA | 0.42 | 0.25 | 0.39 | 1.77 | -1.33 | -0.12 | 0.46 | 2.24 | -0.06 | 3.79 | -0.09 | 0.32 | 0.66 | 2.63 | 1.15 | -0.06 | 0.93 | 1.42 | -1.06 | 0.64 | -0.23 | 1.65 |
| Standard Deviation(%) | NA | 23.92 | 21.06 | 24.74 | 22.54 | NA | NA | 22.26 | 27.55 | 20.61 | 17.43 | 32.45 | 24.40 | 35.35 | 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 | 22.86 | 22.86 | 47.24 | 47.24 | NA | NA | 54.72 | 22.72 | 14.07 | 11.41 | 42.77 | 22.26 | 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 | 13.04 | 9.83 | 11.35 | 12.09 | 15.53 | 11.27 | 11.86 | 0.00 | 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 08/01/2025, AR inception 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) |
28.16%
Dec 2018 - Dec 2021 |
24.44%
Feb 2009 - Feb 2014 |
18.02%
Sep 2011 - Sep 2021 |
16.15%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart