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Performance analysis of Great Elm Group (GEGGL)

Annual Return

Over the past 3 years, GEGGL has had an average annual return of +14.32%, underperforming the benchmark SPY, which returned +22.45% annual.

Since Jun 21, 2022, GEGGL has had an average annual return of +8.64%, underperforming the benchmark SPY, which returned +20.88% annual.

20262025202420232022
+2.79%+9.37%+24.61%+42.79%-30.63%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-0%+0.90%-0.18%+0.62%+0.84%+0.59%+2.79%
2025-1.07%+0.25%+1.38%-3.18%+1.22%+2.35%+2.03%+1.28%+2.75%+0%+0.40%+1.73%+9.37%
2024+0.43%+6.21%-0.36%+2.36%-0.32%+2.40%+0.97%+0.81%+7.25%+0.08%-0.17%+2.88%+24.61%
2023+25.01%+3.49%-4.19%+2.10%+5.82%+4.83%+0.24%-0.70%+2.92%-3.17%+3.27%-0.73%+42.79%
2022-2.25%+0.96%-7.44%-22.86%+2.87%-7.42%+3.37%-30.63%

Drawdown analysis of Great Elm Group (GEGGL)

The maximum drawdown for the GEGGL was -38.36%, occurring on Dec 7, 2022. Recovery took 163 trading sessions.

Since Jun 21, 2022 GEGGL has experienced the following drawdowns:

  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 2 times
DepthStartTo BottomBottomTo RecoverEndTotal
-38.36%Jun 21, 2022118Dec 7, 2022163Aug 3, 2023281
-10.31%Sep 14, 202329Oct 25, 202387Mar 1, 2024116
-7.18%Dec 17, 202474Apr 7, 202579Jul 31, 2025153
-7.10%Aug 3, 202312Aug 21, 202314Sep 11, 202326
-4.71%Mar 1, 202411Mar 18, 202415Apr 9, 202426
-4.63%May 14, 20246May 22, 202427Jul 2, 202433
-4.48%Sep 20, 202413Oct 9, 20245Oct 16, 202418
-4.04%Apr 11, 20247Apr 22, 20244Apr 26, 202411
-3.32%Apr 26, 20245May 3, 20247May 14, 202412
-3.29%Dec 17, 202537Feb 11, 202618Mar 10, 202655
-3.25%Aug 28, 20252Sep 2, 20259Sep 15, 202511
-3.22%Oct 2, 20254Oct 8, 202547Dec 15, 202551
-3.03%Aug 23, 20247Sep 4, 20247Sep 13, 202414
-2.93%Oct 16, 20243Oct 21, 202429Dec 2, 202432
-2.88%Jul 2, 20245Jul 10, 202423Aug 12, 202428
-2.19%Dec 4, 20245Dec 11, 20244Dec 17, 20249
-2.19%Mar 30, 20269Apr 13, 202635Jun 2, 202644
-1.83%Mar 16, 20268Mar 26, 20262Mar 30, 202610
-1.23%Sep 19, 20258Oct 1, 20251Oct 2, 20259
-1.08%Sep 11, 20231Sep 12, 20232Sep 14, 20233
-1.07%Aug 1, 20255Aug 8, 202510Aug 22, 202515
-0.55%Aug 16, 20243Aug 21, 20242Aug 23, 20245
-0.38%Sep 13, 20241Sep 16, 20241Sep 17, 20242
-0.11%Dec 2, 20241Dec 3, 20241Dec 4, 20242
-0.08%Mar 10, 20262Mar 12, 20261Mar 13, 20263