Performance analysis of GAM (General American Investors)
Annual Return
Over the past 3 years, GAM has had an average annual return of +25.63%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, GAM has had an average annual return of +15.38%, outperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, GAM has had an average annual return of +15.28%, outperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, GAM has had an average annual return of +9.39%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.43% | +28.71% | +29.55% | +26.78% | -14.93% | +20.61% | +5.73% | +41.71% | -10.22% | +21.38% | +8.19% | -5.41% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +9.33% | +34.23% | +20.19% | -5.27% | +16.25% | +36.86% | -48.18% | +8.79% | +16.77% | +17.39% | +8.85% | +27.02% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -27.17% | +10.73% | +12.54% | +7.80% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.47% | +1.68% | -5.37% | +10.23% | -0.95% | -0.14% | +0.82% | +9.43% | |||||
| 2025 | +3.39% | -3.04% | -1.02% | +0.38% | +6.66% | +3.91% | +2.02% | +5.12% | +3.51% | +2.47% | +2.51% | -0.02% | +28.71% |
| 2024 | +1.24% | +2.92% | +3.93% | -2.28% | +5.94% | +3.26% | +3.58% | +2.21% | +1.84% | -1.60% | +6.31% | -0.78% | +29.55% |
| 2023 | +6.86% | -0.78% | +1.51% | +1.60% | -0.51% | +6.08% | +2.20% | -1.97% | -1.58% | -1.82% | +10.64% | +2.56% | +26.78% |
| 2022 | -6.09% | -0.55% | +4.12% | -8.57% | -1.83% | -7.24% | +8.12% | -3.04% | -8.69% | +7.56% | +8.33% | -5.81% | -14.93% |
| 2021 | -0.57% | +3% | +5.28% | +6.45% | +1.08% | +1.28% | -0.02% | +3.69% | -4.33% | +5.34% | -6.05% | +4.57% | +20.61% |
| 2020 | -1.59% | -9.61% | -18.29% | +9.37% | +4.70% | +1.31% | +4.33% | +6.81% | -4.26% | -3.12% | +16.85% | +3.83% | +5.73% |
| 2019 | +9.60% | +4.94% | +1.83% | +5.82% | -5.56% | +6.61% | +3.07% | -3.39% | +2.86% | +2.39% | +5.75% | +2.39% | +41.71% |
| 2018 | +4.22% | -2.36% | -3.01% | +1.44% | +0.71% | +0.38% | +4.20% | +3.19% | +0.19% | -8.28% | +2.29% | -12.22% | -10.22% |
| 2017 | +3.85% | +4.16% | -0.03% | +1.85% | -0.67% | +1.33% | +2.10% | -0.34% | +3.06% | -0.39% | +2.76% | +2.02% | +21.38% |
Drawdown analysis of GAM (General American Investors)
The maximum drawdown for the GAM was -66.58%, occurring on Mar 9, 2009. Recovery took 1048 trading sessions.
The current GAM drawdown is -1.46%.
Since Nov 1, 1999 GAM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 7 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.58% | Oct 16, 2007 | 350 | Mar 9, 2009 | 1048 | May 7, 2013 | 1398 |
| -41.78% | Feb 12, 2020 | 27 | Mar 23, 2020 | 176 | Dec 1, 2020 | 203 |
| -35.04% | Jan 15, 2002 | 185 | Oct 9, 2002 | 677 | Jun 17, 2005 | 862 |
| -27.00% | May 29, 2001 | 77 | Sep 21, 2001 | 72 | Jan 4, 2002 | 149 |
| -26.06% | Nov 8, 2021 | 221 | Sep 26, 2022 | 290 | Nov 20, 2023 | 511 |
| -22.29% | May 19, 2015 | 185 | Feb 11, 2016 | 209 | Dec 8, 2016 | 394 |
| -22.16% | Sep 21, 2018 | 64 | Dec 24, 2018 | 81 | Apr 23, 2019 | 145 |
| -14.90% | Jan 22, 2025 | 53 | Apr 8, 2025 | 27 | May 16, 2025 | 80 |
| -14.61% | Feb 6, 2001 | 31 | Mar 22, 2001 | 42 | May 22, 2001 | 73 |
| -14.57% | Jul 13, 2007 | 24 | Aug 16, 2007 | 37 | Oct 9, 2007 | 61 |
| -10.02% | Mar 23, 2000 | 45 | May 26, 2000 | 67 | Aug 31, 2000 | 112 |
| -9.51% | Jan 19, 2000 | 9 | Feb 1, 2000 | 34 | Mar 21, 2000 | 43 |
| -9.23% | May 5, 2006 | 27 | Jun 14, 2006 | 93 | Oct 25, 2006 | 120 |
| -9.20% | Sep 3, 2014 | 30 | Oct 15, 2014 | 21 | Nov 13, 2014 | 51 |
| -8.67% | Feb 25, 2026 | 22 | Mar 27, 2026 | 11 | Apr 14, 2026 | 33 |
| -8.34% | Dec 30, 2013 | 23 | Feb 3, 2014 | 40 | Apr 1, 2014 | 63 |
| -8.22% | Nov 9, 1999 | 1 | Nov 10, 1999 | 32 | Dec 28, 1999 | 33 |
| -8.22% | Jan 26, 2018 | 44 | Apr 2, 2018 | 88 | Aug 6, 2018 | 132 |
| -7.68% | Jul 16, 2024 | 14 | Aug 5, 2024 | 12 | Aug 21, 2024 | 26 |
| -7.16% | Oct 3, 2000 | 11 | Oct 18, 2000 | 10 | Nov 1, 2000 | 21 |
| -6.84% | May 20, 2013 | 24 | Jun 24, 2013 | 12 | Jul 11, 2013 | 36 |
| -6.07% | Nov 24, 2014 | 15 | Dec 16, 2014 | 43 | Feb 19, 2015 | 58 |
| -6.00% | May 6, 2019 | 19 | Jun 3, 2019 | 13 | Jun 20, 2019 | 32 |
| -5.98% | Feb 23, 2007 | 6 | Mar 5, 2007 | 28 | Apr 13, 2007 | 34 |
| -5.52% | Jul 30, 2019 | 12 | Aug 15, 2019 | 19 | Sep 12, 2019 | 31 |