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GE Global Equity R GELRX

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


GE Global Equity R started on 01/30/2008
GE Global Equity R is classified as asset class WORLD STOCK
GE Global Equity R expense ratio is -
GE Global Equity R rating is
Not Rated

Dividends


GE Global Equity R (GELRX) Dividend Information

GE Global Equity R (GELRX) dividend growth in the last 12 months is -79.07%

The trailing 12-month yield of GE Global Equity R is 0.15%. its dividend history:

Pay Date Cash Amount

Dividend Growth History for GE Global Equity R (GELRX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2010
2010 $0.027 0.14% -79.07% -
2009 $0.129 0.83% -86.80% -79.07%
2008 $0.977 3.79% - -83.38%

Dividend Growth Chart for GE Global Equity R (GELRX)

GE Global Equity R (GELRX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


GE Global Equity R (GELRX) Historical Returns And Risk Info

From 01/30/2008 to 02/22/2011, the compound annualized total return (dividend reinvested) of GE Global Equity R (GELRX) is -2.509%. Its cumulative total return (dividend reinvested) is -7.453%.

From 01/30/2008 to 02/22/2011, the Maximum Drawdown of GE Global Equity R (GELRX) is 57.1%.

From 01/30/2008 to 02/22/2011, the Sharpe Ratio of GE Global Equity R (GELRX) is -0.09.

From 01/30/2008 to 02/22/2011, the Annualized Standard Deviation of GE Global Equity R (GELRX) is 29.7%.

From 01/30/2008 to 02/22/2011, the Beta of GE Global Equity R (GELRX) is 0.88.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
GELRX (GE Global Equity R) NA 21.14% -3.48% NA NA NA NA -2.55%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 20.92% 1.27% 2.42% 2.31% 6.52% 8.84% 1.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 15.98% 2.63% 3.86% 4.70% 6.91% NA 2.62%
Data as of 02/22/2011, AR inception is 01/30/2008

Return Calculator for GE Global Equity R (GELRX)

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GE Global Equity R (GELRX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for GE Global Equity R (GELRX)

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Retirement Spending Calculator for GE Global Equity R (GELRX)

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Rolling Returns


A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 01/30/2008 to 02/22/2011, the worst annualized return of 3-year rolling returns for GE Global Equity R (GELRX) is NA.

Drawdowns


GE Global Equity R (GELRX) Maximum Drawdown



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