Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GIEZX (INTERNATIONAL EQUITY INVESTOR) | 6.82% | 15.15% | 16.12% | 5.66% | 7.99% | 5.69% | 2.82% | … | … |
Data as of 06/04/2026, Common starting date is 12/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIEZX (INTERNATIONAL EQUITY INVESTOR) | 12/19/2001 | 06/04/2026 |
| 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 (%) | 0.54 | 15.15 | 16.12 | 5.66 | 7.99 | 5.69 | 2.82 | … | … | 6.82 | 27.75 | 6.46 | 18.01 | -16.58 | 2.00 | 7.36 | 23.15 | -15.08 | 29.25 | 2.70 | -2.24 | -6.00 | 18.23 | 17.05 | -14.01 | 10.14 | 32.62 | -48.80 | -4.03 | 9.90 | 14.28 | 18.80 | 35.81 | -11.93 | 1.57 |
| Sharpe Ratio | NA | 0.92 | 0.94 | 0.21 | 0.38 | NA | NA | … | … | 0.78 | 1.62 | 0.24 | 1.22 | -0.85 | 0.14 | 0.23 | 1.90 | -1.18 | 3.64 | 0.14 | -0.15 | -0.51 | 1.47 | 1.01 | -0.52 | 0.48 | 1.16 | -1.20 | -0.34 | 0.38 | 1.21 | 1.44 | 2.64 | -0.76 | 5.67 |
| Standard Deviation(%) | NA | 14.24 | 13.97 | 15.73 | 16.72 | NA | NA | … | … | 17.99 | 15.38 | 12.02 | 11.91 | 21.27 | 14.42 | 30.17 | 11.43 | 13.97 | 7.89 | 17.67 | 15.55 | 11.79 | 12.36 | 16.92 | 26.85 | 20.95 | 28.05 | 41.48 | 21.42 | 17.24 | 9.92 | 12.42 | 13.28 | 17.20 | 13.00 |
| Draw Down(%) | NA | 11.55 | 13.33 | 34.62 | 36.71 | NA | NA | … | … | 11.55 | 13.33 | 8.34 | 10.06 | 28.84 | 13.13 | 35.13 | 8.80 | 23.84 | 2.55 | 12.30 | 17.15 | 13.86 | 10.91 | 16.87 | 27.17 | 17.95 | 27.29 | 55.57 | 20.31 | 16.28 | 6.97 | 10.79 | 14.79 | 26.13 | 1.27 |
| Yield(%) | 0.00 | 9.96 | 8.21 | 4.42 | 5.78 | 4.37 | 2.52 | … | … | 0.00 | 11.85 | 8.47 | 4.23 | 1.08 | 0.96 | 0.98 | 5.76 | 10.18 | 9.88 | 2.65 | 3.87 | 2.00 | 1.58 | 1.64 | 1.61 | 2.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.45 | 1.62 | 0.95 | 0.28 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| GIEZX (INTERNATIONAL EQUITY INVESTOR) |
-25.61%
Feb 2006 – Feb 2009 |
-11.58%
May 2007 – May 2012 |
-3.20%
Nov 2006 – Nov 2016 |
-1.84%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIEZX (INTERNATIONAL EQUITY INVESTOR) |
29.91%
Mar 2003 – Mar 2006 |
19.79%
Oct 2002 – Oct 2007 |
9.48%
Feb 2009 – Feb 2019 |
7.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart