Performance analysis of Graham (GHC)
Annual Return
Over the past 3 years, GHC has had an average annual return of +27.58%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, GHC has had an average annual return of +12.94%, outperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, GHC has had an average annual return of +9.75%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, GHC has had an average annual return of +6.15%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.13% | +26.99% | +26.33% | +16.54% | -3.03% | +19.25% | -15.31% | +0.57% | +15.78% | +10.05% | +6.63% | -8.41% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +32.20% | +81.63% | +2.13% | -12.25% | +2.07% | +14.94% | -49.92% | +7.28% | -1.52% | -21.50% | +25.21% | +8.12% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +40.53% | -13.24% | +12.15% | +4.39% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.19% | -9.58% | +0.38% | +6.35% | -2.25% | +4.02% | +1.81% | +6.13% | |||||
| 2025 | +6.53% | +6.13% | -2.33% | -4.06% | +3.74% | -0.86% | +1.05% | +13.82% | +8.40% | -13.87% | +9.32% | -0.71% | +26.99% |
| 2024 | +3.68% | -2.51% | +9.31% | -8.41% | +7.28% | -7.03% | +11.01% | +2.62% | +3.34% | +2.84% | +10.42% | -6.36% | +26.33% |
| 2023 | +8.13% | -3.84% | -4.92% | -3.13% | -1.88% | +1.19% | +2.97% | -0.07% | -0.57% | -0.46% | +8.37% | +11.06% | +16.54% |
| 2022 | -5.51% | +1.29% | +1.72% | -2.88% | +3.49% | -7.53% | +5.17% | -4.89% | -4.85% | +16.29% | +3.17% | -6.13% | -3.03% |
| 2021 | +6.51% | +6.04% | -6.39% | +13.27% | +4.23% | -4.32% | +5.10% | -7.20% | -4.48% | -0.31% | -3.30% | +11.18% | +19.25% |
| 2020 | -14.05% | -8.20% | -32.16% | +14.80% | -8.15% | -4.35% | +16.73% | +7.43% | -5.57% | -5.55% | +17.53% | +19.32% | -15.31% |
| 2019 | +3.81% | +3.03% | -0.07% | +9.03% | -8.46% | +1.39% | +7.84% | -5.21% | -5.77% | -4.89% | +0.31% | +1.17% | +0.57% |
| 2018 | +6.46% | -2.19% | +3.82% | +0.35% | -3.68% | +0.90% | -4.40% | +0.65% | +2.96% | +0.54% | +13.41% | -2.79% | +15.78% |
| 2017 | +1.74% | +3.60% | +11.39% | +0.57% | -0.48% | +0.14% | -1.00% | -0.88% | -0.36% | -4.68% | +4.79% | -4.25% | +10.05% |
Drawdown analysis of Graham (GHC)
The maximum drawdown for the GHC was -67.56%, occurring on Mar 9, 2009. Recovery took 1434 trading sessions.
The current GHC drawdown is -3.47%.
Since Nov 1, 1999 GHC has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 17 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -67.56% | Dec 29, 2004 | 1054 | Mar 9, 2009 | 1434 | Nov 14, 2014 | 2488 |
| -62.56% | Jul 30, 2019 | 160 | Mar 18, 2020 | 967 | Jan 22, 2024 | 1127 |
| -40.09% | Jul 7, 2015 | 134 | Jan 15, 2016 | 811 | Apr 8, 2019 | 945 |
| -21.93% | Mar 2, 2001 | 148 | Oct 8, 2001 | 131 | Apr 17, 2002 | 279 |
| -19.78% | Sep 26, 2025 | 11 | Oct 13, 2025 | 68 | Jan 21, 2026 | 79 |
| -18.76% | Nov 10, 1999 | 120 | May 3, 2000 | 148 | Dec 1, 2000 | 268 |
| -18.01% | Apr 30, 2002 | 53 | Jul 16, 2002 | 16 | Aug 7, 2002 | 69 |
| -14.55% | Jul 26, 2024 | 8 | Aug 7, 2024 | 37 | Sep 30, 2024 | 45 |
| -13.00% | Jan 21, 2026 | 41 | Mar 20, 2026 | 80 | Jul 16, 2026 | 121 |
| -12.85% | Jan 6, 2003 | 182 | Sep 25, 2003 | 32 | Nov 10, 2003 | 214 |
| -12.48% | Apr 2, 2025 | 12 | Apr 21, 2025 | 78 | Aug 12, 2025 | 90 |
| -12.39% | Jun 8, 2004 | 34 | Jul 28, 2004 | 77 | Nov 15, 2004 | 111 |
| -11.69% | Mar 16, 2015 | 39 | May 11, 2015 | 7 | May 20, 2015 | 46 |
| -11.04% | Nov 8, 2024 | 41 | Jan 10, 2025 | 24 | Feb 14, 2025 | 65 |
| -10.83% | Dec 9, 2014 | 19 | Jan 7, 2015 | 15 | Jan 29, 2015 | 34 |
| -10.49% | May 15, 2024 | 36 | Jul 9, 2024 | 5 | Jul 16, 2024 | 41 |
| -10.22% | Apr 30, 2019 | 17 | May 23, 2019 | 46 | Jul 30, 2019 | 63 |
| -9.25% | Mar 28, 2024 | 13 | Apr 17, 2024 | 17 | May 10, 2024 | 30 |
| -8.53% | Feb 28, 2025 | 9 | Mar 13, 2025 | 14 | Apr 2, 2025 | 23 |
| -7.96% | Jan 16, 2001 | 8 | Jan 26, 2001 | 24 | Mar 2, 2001 | 32 |
| -7.22% | Jan 25, 2024 | 22 | Feb 27, 2024 | 17 | Mar 21, 2024 | 39 |
| -6.85% | Aug 19, 2002 | 17 | Sep 12, 2002 | 13 | Oct 1, 2002 | 30 |
| -6.82% | Dec 11, 2000 | 8 | Dec 21, 2000 | 4 | Dec 28, 2000 | 12 |
| -6.49% | Oct 17, 2024 | 6 | Oct 25, 2024 | 3 | Oct 30, 2024 | 9 |
| -5.74% | Feb 19, 2025 | 3 | Feb 24, 2025 | 2 | Feb 26, 2025 | 5 |