All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
GGEZX real return snapshot: after CPI-U inflation, GGEZX returned −11.68% over the past year and −9.71% YTD, with dividends reinvested. Since Sep. 13, 2005, GGEZX is up +327.82% in real purchasing-power return, or +7.12%/yr, and is currently −14.30% below its real total-return high on Oct. 29, 2025.
Data ending Thu Nov. 5, 2026
| Tue 2005-09-13💬 to Thu 2026-11-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| GGEZX × |
+327.82%
+7.12%/yr |
+9.40%/yr
R2=0.900 |
||||
| Growth Equity Investor Mutual Fund | ||||||
| Tue 2005-09-13💬 to Thu 2026-11-05 |
Start
Value |
End
Value |
|---|---|---|
| GGEZX × |
$10,000.00
2005-09-13 |
$42,781.68
2026-11-05 |
| YTD | YoY | |
|---|---|---|
| GGEZX × | −9.71% | −11.68% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| GGEZX × |
−14.30%
on 2026-11-05 from 2025-10-29 peak |
−55.32%
on 2009-03-09 from 2007-10-31 peak |
| Period ending Thu 2026-11-05 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| GGEZX × | −11.68% |
+3.69% +1.83%/yr |
+40.15% +11.91%/yr |
+1.51% +0.30%/yr |
+162.30% +10.12%/yr |
| Year | GGEZX |
|---|---|
| 2026 (YTD) | −9.71% |
| 2025 | +10.02% |
| 2024 | +26.53% |
| 2023 | +37.25% |
| 2022 | −38.63% |
| 2021 | +9.78% |
| 2020 | +33.57% |
| 2019 | +31.46% |
| 2018 | −1.30% |
| 2017 | +29.45% |
| 2016 | −3.32% |
| 2015 | +4.52% |
| 2014 | +9.21% |
| 2013 | +32.66% |
| 2012 | +15.14% |
| 2011 | −4.27% |
| 2010 | +17.28% |
| 2009 | +34.46% |
| 2008 | −43.02% |
| 2007 | +9.42% |
| 2006 | −2.12% |
| 2005 | +5.68% |
