Performance analysis of Great Elm Group (GEG)
Annual Return
Over the past 3 years, GEG has had an average annual return of +2.95%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, GEG has had an average annual return of -3.19%, underperforming the benchmark SPY, which returned +12.55% annual.
Since Dec 29, 2020, GEG has had an average annual return of -7.49%, underperforming the benchmark SPY, which returned +14.78% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -15.30% | +40.90% | -6.71% | -3.96% | -3.35% | -27.44% | -13.51% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -15.70% | -4.65% | -8.77% | +10.68% | +3.86% | +1.41% | -0.93% | -15.30% | |||||
| 2025 | -0.55% | +5.01% | -0% | +0.53% | +8.94% | +0.02% | -0.50% | +16.99% | +1.66% | +2.05% | +3.40% | -1.35% | +40.90% |
| 2024 | -2.06% | +3.15% | -2.04% | -2.08% | -6.93% | +2.85% | +1.67% | -2.18% | +6.72% | -4.72% | +0% | -0.55% | -6.71% |
| 2023 | +8.42% | +5.02% | -1.30% | -11.46% | +0.99% | +0.98% | -4.39% | +8.15% | +0.94% | -16.31% | +16.70% | -7.17% | -3.96% |
| 2022 | -5.53% | -5.28% | -3.22% | -18.23% | +56.10% | -6.93% | +0% | -2.32% | -4.76% | +2% | -4.41% | +3.59% | -3.35% |
| 2021 | -2.44% | +7.12% | -18.94% | +9.02% | -0.75% | -14.77% | +2.66% | +2.59% | -5.48% | -10.72% | -11.01% | +17.42% | -27.44% |
| 2020 | -13.51% | -13.51% |
Drawdown analysis of Great Elm Group (GEG)
The maximum drawdown for the GEG was -64.03%, occurring on May 2, 2022. This drawdown has not yet recovered.
The current GEG drawdown is -44.90%.
Since Dec 29, 2020 GEG has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.03% | Mar 2, 2021 | 295 | May 2, 2022 | Ongoing | Ongoing | Ongoing |
| -18.62% | Dec 29, 2020 | 6 | Jan 7, 2021 | 35 | Mar 1, 2021 | 41 |