Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XGAMX (General American Investors Company Inc) | 8.38% | 12.98% | 22.30% | 16.59% | 8.71% | 10.01% | 5.72% | 4.79% |
Data as of 06/13/2025, AR inception is 12/14/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XGAMX (General American Investors Company Inc) | 12/14/1998 | 06/13/2025 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 12.98 | 22.30 | 16.59 | 8.71 | 10.01 | 5.72 | 4.79 | 8.38 | 19.49 | 26.24 | -10.38 | 26.90 | 1.11 | 33.95 | -13.40 | 16.62 | -0.45 | -5.46 | 6.09 | 31.55 | 11.39 | -4.29 | 13.40 | 29.01 | -43.97 | -5.97 | 3.87 | 9.89 | 7.19 | 25.04 | -24.64 | -12.02 | -4.31 | 19.67 | 6.02 |
| Sharpe Ratio | NA | 0.55 | 1.11 | 0.86 | 0.39 | NA | NA | 0.16 | 0.78 | 1.06 | 1.62 | -0.48 | 2.08 | 0.03 | 2.44 | -0.82 | 2.10 | -0.04 | -0.33 | 0.52 | 2.80 | 0.75 | -0.15 | 0.64 | 0.96 | -0.98 | -0.38 | 0.03 | 0.52 | 0.53 | 1.76 | -1.28 | -0.73 | -0.30 | 0.88 | 16.84 |
| Standard Deviation(%) | NA | 17.49 | 17.08 | 17.13 | 18.68 | NA | NA | 21.13 | 21.37 | 12.20 | 13.70 | 24.72 | 12.94 | 33.89 | 13.31 | 17.91 | 7.66 | 16.22 | 16.48 | 11.79 | 11.27 | 15.22 | 29.01 | 20.65 | 30.22 | 45.77 | 23.92 | 20.78 | 14.71 | 11.68 | 13.81 | 20.17 | 19.88 | 27.92 | 18.71 | 14.14 |
| Draw Down(%) | NA | 13.70 | 15.21 | 22.83 | 36.61 | NA | NA | 67.23 | 13.70 | 8.86 | 7.10 | 22.43 | 6.12 | 36.61 | 6.64 | 24.64 | 3.48 | 12.59 | 13.63 | 9.24 | 6.36 | 11.75 | 24.62 | 17.92 | 31.18 | 58.05 | 23.25 | 18.45 | 7.96 | 10.22 | 10.61 | 30.87 | 24.08 | 20.22 | 8.45 | 1.11 |
| Yield(%) | 0.00 | 7.97 | 8.24 | 7.50 | 4.96 | 6.71 | 3.66 | 3.13 | 0.43 | 8.72 | 6.10 | 6.42 | 7.58 | 0.52 | 7.06 | 1.23 | 8.69 | 0.00 | 0.00 | 8.67 | 6.29 | 1.97 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/13/2025, AR inception is 12/14/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XGAMX (General American Investors Company Inc) |
-24.68%
Feb 2006 - Feb 2009 |
-13.00%
Feb 2004 - Feb 2009 |
-6.55%
Feb 1999 - Feb 2009 |
-0.26%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XGAMX (General American Investors Company Inc) |
24.66%
Feb 2009 - Feb 2012 |
20.84%
Feb 2009 - Feb 2014 |
11.32%
Feb 2009 - Feb 2019 |
11.72%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart