Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GVEQX (GOVERNMENT STREET EQUITY FUND GOVERNMENT STREET EQUITY FUND) | 5.04% | 20.82% | 21.29% | 10.51% | 12.85% | 11.81% | 9.60% | … | … |
Data as of 06/10/2026, Common starting date is 09/27/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GVEQX (GOVERNMENT STREET EQUITY FUND GOVERNMENT STREET EQUITY FUND) | 09/27/1991 | 06/10/2026 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.79 | 20.82 | 21.29 | 10.51 | 12.85 | 11.81 | 9.60 | … | … | 5.04 | 19.50 | 29.64 | 20.83 | -19.10 | 17.10 | 14.62 | 31.81 | -5.97 | 20.96 | 5.05 | 0.86 | 9.63 | 28.55 | 12.12 | 2.61 | 16.90 | 28.00 | -36.56 | 7.57 | 9.28 | 5.00 | 9.29 | 28.11 | -21.30 | -12.82 | -3.83 | 17.71 | 23.73 | 27.84 | 21.48 | 26.48 | -2.78 | 3.16 | 6.04 | 9.13 |
| Sharpe Ratio | NA | 1.58 | 1.22 | 0.48 | 0.63 | NA | NA | … | … | 0.87 | 0.86 | 1.89 | 1.37 | -0.91 | 1.05 | 0.43 | 2.51 | -0.43 | 2.94 | 0.39 | 0.05 | 0.82 | 2.58 | 0.97 | 0.11 | 0.92 | 1.04 | -0.99 | 0.29 | 0.55 | 0.26 | 0.73 | 1.70 | -0.93 | -0.75 | -0.35 | 0.87 | 1.10 | 1.49 | 1.74 | 3.18 | -0.67 | 0.13 | 0.36 | 3.09 |
| Standard Deviation(%) | NA | 14.12 | 15.86 | 17.48 | 18.11 | NA | NA | … | … | 16.63 | 19.41 | 13.79 | 12.64 | 22.68 | 16.27 | 33.38 | 12.09 | 16.98 | 6.93 | 12.30 | 15.14 | 11.77 | 11.05 | 12.53 | 22.98 | 18.25 | 26.78 | 37.82 | 15.55 | 10.62 | 10.49 | 11.31 | 16.07 | 24.09 | 20.60 | 22.99 | 16.48 | 18.35 | 16.19 | 10.18 | 7.09 | 8.76 | 7.34 | 9.75 | 11.96 |
| Draw Down(%) | NA | 10.24 | 19.34 | 28.82 | 32.85 | NA | NA | … | … | 10.24 | 19.34 | 7.92 | 10.88 | 25.01 | 9.26 | 32.85 | 6.23 | 20.15 | 3.15 | 10.62 | 11.95 | 8.25 | 6.35 | 9.01 | 18.70 | 14.75 | 27.85 | 46.07 | 8.92 | 9.07 | 7.41 | 9.36 | 12.76 | 31.09 | 28.87 | 15.00 | 11.37 | 18.58 | 9.57 | 7.66 | 2.80 | 8.09 | 4.87 | 7.90 | 4.14 |
| Yield(%) | 0.00 | 3.11 | 4.32 | 2.65 | 4.40 | 5.37 | 4.84 | … | … | 0.00 | 3.33 | 3.00 | 6.30 | 0.78 | 0.65 | 0.83 | 6.11 | 6.93 | 2.29 | 3.42 | 4.13 | 6.44 | 1.25 | 3.61 | 1.46 | 1.19 | 1.20 | 2.60 | 5.86 | 11.57 | 0.92 | 1.06 | 0.91 | 0.56 | 0.64 | 1.06 | 1.73 | 3.48 | 4.41 | 5.99 | 1.84 | 1.52 | 1.05 | 1.97 | 0.92 |
Data as of 06/10/2026, Common starting date is 09/27/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVEQX (GOVERNMENT STREET EQUITY FUND GOVERNMENT STREET EQUITY FUND) |
-16.23%
Feb 2006 – Feb 2009 |
-7.66%
Feb 2004 – Feb 2009 |
-3.56%
Feb 1999 – Feb 2009 |
3.13%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVEQX (GOVERNMENT STREET EQUITY FUND GOVERNMENT STREET EQUITY FUND) |
27.57%
Feb 2009 – Feb 2012 |
23.40%
Dec 1994 – Dec 1999 |
14.66%
Feb 2009 – Feb 2019 |
13.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart