All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
GEQZX real return snapshot: after CPI-U inflation, GEQZX returned +11.96% over the past year and +7.99% YTD, with dividends reinvested. Since Sep. 13, 2005, GEQZX is up +398.44% in real purchasing-power return, or +7.91%/yr, and is currently −2.29% below its real total-return high on Aug. 13, 2026.
Data ending Fri Oct. 16, 2026
| Tue 2005-09-13💬 to Fri 2026-10-16 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| GEQZX × |
+398.44%
+7.91%/yr |
+8.92%/yr
R2=0.907 |
||||
| Equity Index Investor Mutual Fund | ||||||
| Tue 2005-09-13💬 to Fri 2026-10-16 |
Start
Value |
End
Value |
|---|---|---|
| GEQZX × |
$10,000.00
2005-09-13 |
$49,843.54
2026-10-16 |
| YTD | YoY | |
|---|---|---|
| GEQZX × | +7.99% | +11.96% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| GEQZX × |
−2.29%
on 2026-10-16 from 2026-08-13 peak |
−56.68%
on 2009-03-09 from 2007-10-09 peak |
| Period ending Fri 2026-10-16 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| GEQZX × | +11.96% |
+23.87% +11.30%/yr |
+63.29% +17.76%/yr |
+45.68% +7.82%/yr |
+190.75% +11.26%/yr |
| Year | GEQZX |
|---|---|
| 2026 (YTD) | +7.99% |
| 2025 | +13.73% |
| 2024 | +21.05% |
| 2023 | +22.08% |
| 2022 | −23.84% |
| 2021 | +19.52% |
| 2020 | +16.29% |
| 2019 | +28.40% |
| 2018 | −6.36% |
| 2017 | +19.14% |
| 2016 | +9.57% |
| 2015 | −0.06% |
| 2014 | +12.47% |
| 2013 | +30.01% |
| 2012 | +13.79% |
| 2011 | −0.15% |
| 2010 | +12.76% |
| 2009 | +23.04% |
| 2008 | −37.88% |
| 2007 | +0.89% |
| 2006 | +12.37% |
| 2005 | +1.87% |
