All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
GGEZX total return snapshot: GGEZX returned +3.96% over the past year and +4.40% YTD, with dividends reinvested. Since Sep. 13, 2005, GGEZX is up +711.93% in nominal total return, or +10.44%/yr, and is currently −2.83% below its total-return high on Oct. 6, 2026.
Data ending Wed Oct. 14, 2026
| Tue 2005-09-13💬 to Wed 2026-10-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| GGEZX × |
+711.93%
+10.44%/yr |
+11.97%/yr
R2=0.934 |
||||
| Growth Equity Investor Mutual Fund | ||||||
| Tue 2005-09-13💬 to Wed 2026-10-14 |
Start
Value |
End
Value |
|---|---|---|
| GGEZX × |
$10,000.00
2005-09-13 |
$81,193.47
2026-10-14 |
| YTD | YoY | |
|---|---|---|
| GGEZX × | +4.40% | +3.96% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| GGEZX × |
−2.83%
on 2026-10-14 from 2026-10-06 peak |
−54.59%
on 2009-03-09 from 2007-10-31 peak |
| Period ending Wed 2026-10-14 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| GGEZX × | +3.96% |
+22.24% +10.56%/yr |
+73.00% +20.05%/yr |
+45.43% +7.78%/yr |
+293.45% +14.68%/yr |
| Year | GGEZX |
|---|---|
| 2026 (YTD) | +4.40% |
| 2025 | +12.96% |
| 2024 | +30.17% |
| 2023 | +41.85% |
| 2022 | −34.66% |
| 2021 | +17.51% |
| 2020 | +35.39% |
| 2019 | +34.46% |
| 2018 | +0.58% |
| 2017 | +32.19% |
| 2016 | −1.32% |
| 2015 | +5.29% |
| 2014 | +10.03% |
| 2013 | +34.65% |
| 2012 | +17.13% |
| 2011 | −1.43% |
| 2010 | +19.03% |
| 2009 | +38.11% |
| 2008 | −42.97% |
| 2007 | +13.90% |
| 2006 | +0.34% |
| 2005 | +5.35% |
