All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
GEQZX total return snapshot: GEQZX returned +10.61% over the past year and +8.51% YTD, with dividends reinvested. Since Sep. 13, 2005, GEQZX is up +721.96% in nominal total return, or +10.47%/yr, and is currently −5.35% below its total-return high on Oct. 6, 2026.
Data ending Fri Nov. 6, 2026
| Tue 2005-09-13💬 to Fri 2026-11-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| GEQZX × |
+721.96%
+10.47%/yr |
+11.49%/yr
R2=0.937 |
||||
| Equity Index Investor Mutual Fund | ||||||
| Tue 2005-09-13💬 to Fri 2026-11-06 |
Start
Value |
End
Value |
|---|---|---|
| GEQZX × |
$10,000.00
2005-09-13 |
$82,195.64
2026-11-06 |
| YTD | YoY | |
|---|---|---|
| GEQZX × | +8.51% | +10.61% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| GEQZX × |
−5.35%
on 2026-11-06 from 2026-10-06 peak |
−55.91%
on 2009-03-09 from 2007-10-09 peak |
| Period ending Fri 2026-11-06 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| GEQZX × | +10.61% |
+25.98% +12.24%/yr |
+72.84% +20.01%/yr |
+64.00% +10.40%/yr |
+300.12% +14.87%/yr |
| Year | GEQZX |
|---|---|
| 2026 (YTD) | +8.51% |
| 2025 | +16.78% |
| 2024 | +24.54% |
| 2023 | +26.17% |
| 2022 | −18.91% |
| 2021 | +27.93% |
| 2020 | +17.87% |
| 2019 | +31.34% |
| 2018 | −4.57% |
| 2017 | +21.66% |
| 2016 | +11.84% |
| 2015 | +0.67% |
| 2014 | +13.32% |
| 2013 | +31.96% |
| 2012 | +15.76% |
| 2011 | +2.81% |
| 2010 | +14.45% |
| 2009 | +26.39% |
| 2008 | −37.82% |
| 2007 | +5.01% |
| 2006 | +15.20% |
| 2005 | +1.56% |
