Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GVEYX (VALUE EQUITY INSTITUTIONAL) | 8.93% | 24.31% | 16.91% | 4.55% | 8.19% | 7.82% | 3.68% | … | … |
Data as of 06/05/2026, Common starting date is 12/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GVEYX (VALUE EQUITY INSTITUTIONAL) | 12/20/2001 | 06/05/2026 |
| 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 (%) | 0.55 | 24.31 | 16.91 | 4.55 | 8.19 | 7.82 | 3.68 | … | … | 8.93 | 14.25 | 16.11 | 10.84 | -18.15 | 12.54 | 2.64 | 27.11 | -11.76 | 16.26 | 13.97 | -3.64 | 7.57 | 23.90 | 13.66 | -2.09 | 11.15 | 17.24 | -39.45 | -14.31 | -1.21 | -4.91 | 17.82 | 31.09 | -17.21 | 1.37 |
| Sharpe Ratio | NA | 1.92 | 1.05 | 0.12 | 0.37 | NA | NA | … | … | 1.56 | 0.69 | 1.14 | 0.59 | -0.84 | 0.78 | 0.07 | 2.10 | -0.84 | 2.01 | 0.89 | -0.23 | 0.62 | 1.82 | 1.00 | -0.08 | 0.58 | 0.59 | -0.94 | -0.91 | -0.27 | -0.48 | 1.58 | 1.91 | -0.76 | 9.82 |
| Standard Deviation(%) | NA | 11.16 | 13.12 | 16.28 | 17.87 | NA | NA | … | … | 12.28 | 16.45 | 10.92 | 12.24 | 23.47 | 16.02 | 35.02 | 12.20 | 15.75 | 7.78 | 15.46 | 16.17 | 12.22 | 13.09 | 13.77 | 25.56 | 19.21 | 28.90 | 42.64 | 19.34 | 17.43 | 14.82 | 10.63 | 15.88 | 24.02 | 7.69 |
| Draw Down(%) | NA | 8.26 | 15.94 | 28.00 | 37.36 | NA | NA | … | … | 8.26 | 15.63 | 6.75 | 10.27 | 20.69 | 11.82 | 37.36 | 6.76 | 21.86 | 4.04 | 12.85 | 13.68 | 9.92 | 7.40 | 11.53 | 24.43 | 18.99 | 30.40 | 50.55 | 22.42 | 14.16 | 12.67 | 6.85 | 15.53 | 32.67 | 0.62 |
| Yield(%) | 0.00 | 15.22 | 11.51 | 5.92 | 20.00 | 16.31 | 8.15 | … | … | 0.00 | 15.27 | 11.99 | 5.14 | 2.22 | 2.08 | 0.76 | 13.55 | 15.72 | 7.79 | 13.30 | 12.77 | 16.76 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.21 | 2.59 | 2.82 | 2.34 | 0.75 |
Data as of 06/05/2026, Common starting date is 12/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVEYX (VALUE EQUITY INSTITUTIONAL) |
-26.99%
Feb 2006 – Feb 2009 |
-15.38%
Feb 2004 – Feb 2009 |
-2.06%
May 2002 – May 2012 |
-0.09%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVEYX (VALUE EQUITY INSTITUTIONAL) |
20.90%
Sep 2002 – Sep 2005 |
17.98%
Feb 2009 – Feb 2014 |
11.91%
Feb 2009 – Feb 2019 |
9.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart