Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GEGDX | 5.93% | 24.09% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/20/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEGDX | 11/20/2024 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.12 | 24.09 | NA | NA | NA | NA | NA | … | … | 5.93 | 16.44 | 1.58 |
| Sharpe Ratio | NA | 1.35 | NA | NA | NA | NA | NA | … | … | 0.66 | 0.58 | 0.71 |
| Standard Deviation(%) | NA | 15.87 | NA | NA | NA | NA | NA | … | … | 18.11 | 23.31 | 17.75 |
| Draw Down(%) | NA | 15.25 | NA | NA | NA | NA | NA | … | … | 13.70 | 23.50 | 4.29 |
| Yield(%) | 0.00 | 9.49 | 4.74 | 2.85 | 1.42 | 0.95 | 0.71 | … | … | 0.00 | 9.44 | 5.11 |
Data as of 06/05/2026, Common starting date is 11/20/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEGDX (GEGDX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEGDX (GEGDX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart