Performance analysis of Graham (GHM)
Annual Return
Over the past 3 years, GHM has had an average annual return of +110.87%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, GHM has had an average annual return of +48.89%, outperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, GHM has had an average annual return of +20.72%, outperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, GHM has had an average annual return of +18.26%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +65.16% | +44.43% | +134.42% | +97.19% | -22.67% | -15.43% | -28.42% | -2.25% | +10.83% | -3.83% | +34.38% | -40.59% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -20.33% | +86.87% | -12.73% | +12.63% | -2.91% | +92.47% | -48.19% | +300.89% | -41.08% | +204.99% | +47.49% | +19.59% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -27.66% | +20.44% | +52.78% | -15.86% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.86% | +16.16% | -2.83% | +20.63% | +5.19% | +5.94% | +65.16% | ||||||
| 2025 | +2.14% | -25.52% | -14.81% | +5.76% | +29.36% | +25.56% | +15.43% | -14.17% | +11.93% | +13.46% | -7.69% | +11.70% | +44.43% |
| 2024 | +2.58% | +21.74% | +15.15% | +2.05% | -2.84% | +4.10% | +16.37% | -2.84% | -7.07% | -5.31% | +59.96% | -0.78% | +134.42% |
| 2023 | +0.83% | +48.04% | -8.91% | -1.60% | -13.83% | +19.75% | +5.42% | +14.29% | +3.75% | -6.08% | +18.86% | +2.37% | +97.19% |
| 2022 | -0.80% | -35.09% | -3.75% | -5.45% | +1.65% | -6.61% | +3.32% | +33.29% | -7.76% | +1.25% | +7.64% | +0.42% | -22.67% |
| 2021 | -2.77% | +4.68% | -7.17% | -3.72% | +7.15% | -5.61% | -0.51% | -11.60% | +3.33% | +2.50% | +1.22% | -2.51% | -15.43% |
| 2020 | -16.45% | -8.73% | -22.20% | +1.55% | -12.67% | +12.38% | +3.30% | +0.61% | -2.74% | +3.37% | +20.52% | -3.86% | -28.42% |
| 2019 | -1.93% | +1.60% | -13.33% | +5.45% | -1.40% | -0.51% | +7.13% | -14.47% | +7.88% | +14.10% | -5.82% | +3.01% | -2.25% |
| 2018 | +2.25% | -5.15% | +5.99% | +0.75% | +18.21% | +1.54% | +3.18% | +4.80% | +1.29% | -12.64% | +1.66% | -8.35% | +10.83% |
| 2017 | +0.32% | -0.93% | +4.88% | -4.04% | -5.17% | -5.64% | +1.78% | +0.56% | +3.99% | -7.49% | +3.44% | +5.49% | -3.83% |
Drawdown analysis of Graham (GHM)
The maximum drawdown for the GHM was -86.11%, occurring on Feb 23, 2009. Recovery took 3966 trading sessions.
Since Nov 1, 1999 GHM has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 6 times
- 30% or more: 8 times
- 20% or more: 9 times
- 10% or more: 27 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -86.11% | Aug 14, 2008 | 131 | Feb 23, 2009 | 3966 | Nov 22, 2024 | 4097 |
| -51.11% | Nov 2, 2001 | 234 | Oct 9, 2002 | 551 | Dec 16, 2004 | 785 |
| -50.94% | Jan 27, 2006 | 242 | Jan 16, 2007 | 103 | Jun 13, 2007 | 345 |
| -49.64% | Dec 10, 2007 | 33 | Jan 29, 2008 | 66 | May 2, 2008 | 99 |
| -46.46% | Feb 5, 2025 | 43 | Apr 8, 2025 | 54 | Jun 26, 2025 | 97 |
| -41.17% | Jun 18, 2001 | 62 | Sep 20, 2001 | 26 | Oct 26, 2001 | 88 |
| -37.45% | Sep 15, 2000 | 140 | Apr 6, 2001 | 49 | Jun 18, 2001 | 189 |
| -33.58% | Sep 6, 2005 | 26 | Oct 12, 2005 | 30 | Nov 23, 2005 | 56 |
| -23.04% | Nov 2, 1999 | 51 | Jan 14, 2000 | 86 | May 18, 2000 | 137 |
| -19.88% | Nov 6, 2007 | 4 | Nov 12, 2007 | 11 | Nov 28, 2007 | 15 |
| -18.33% | May 20, 2008 | 3 | May 23, 2008 | 5 | Jun 2, 2008 | 8 |
| -18.24% | Aug 6, 2007 | 8 | Aug 16, 2007 | 12 | Sep 4, 2007 | 20 |
| -18.21% | Aug 4, 2025 | 1 | Aug 5, 2025 | 43 | Oct 6, 2025 | 44 |
| -16.58% | Jul 21, 2008 | 3 | Jul 24, 2008 | 6 | Aug 1, 2008 | 9 |
| -16.51% | Jul 13, 2007 | 10 | Jul 27, 2007 | 1 | Jul 30, 2007 | 11 |
| -16.25% | Nov 5, 2025 | 11 | Nov 20, 2025 | 13 | Dec 10, 2025 | 24 |
| -15.32% | Feb 10, 2026 | 33 | Mar 30, 2026 | 6 | Apr 8, 2026 | 39 |
| -14.48% | Aug 30, 2000 | 7 | Sep 11, 2000 | 4 | Sep 15, 2000 | 11 |
| -13.79% | May 18, 2000 | 35 | Jul 10, 2000 | 29 | Aug 18, 2000 | 64 |
| -13.33% | Sep 19, 2007 | 5 | Sep 26, 2007 | 10 | Oct 10, 2007 | 15 |
| -12.38% | Jun 5, 2008 | 5 | Jun 12, 2008 | 19 | Jul 10, 2008 | 24 |
| -12.36% | Jan 3, 2025 | 4 | Jan 10, 2025 | 17 | Feb 5, 2025 | 21 |
| -12.06% | May 2, 2008 | 1 | May 5, 2008 | 6 | May 13, 2008 | 7 |
| -10.79% | Dec 16, 2024 | 3 | Dec 19, 2024 | 9 | Jan 3, 2025 | 12 |
| -10.78% | Aug 1, 2008 | 1 | Aug 4, 2008 | 2 | Aug 6, 2008 | 3 |