Great Elm Group, Inc. (GEG) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
$
%
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Investment Performance

Final Value
$7,705
Total Return
-22.95%
CAGR
-5.08%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+0.21%
Median-0.48%
Best+71.81%
Worst-25.65%
% of Windows Positive45.2%
1-Year (252 Trading Days)
Average+3.71%
Median-1.46%
Best+72.63%
Worst-24.57%
% of Windows Positive45.4%
3-Year (756 Trading Days)
Average-0.28%
Median-3.00%
Best+45.60%
Worst-38.46%
% of Windows Positive40.8%

Risk Metrics

Maximum Drawdown -50.70%
Average Drawdown -28.97%
Drawdown Duration 1065 Trading Days
Sortino Ratio 0.13
Calmar Ratio -0.10
CVaR (5%) -5.52%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -15.70% (-33.30% ann.) $1569.70 $0.00 $0.00 $0.00
2025 +40.88% +$4087.90 $0.00 $0.00 $0.00
2024 -6.67% $667.32 $0.00 $0.00 $0.00
2023 -3.97% $397.00 $0.00 $0.00 $0.00
2022 -3.35% $335.35 $0.00 $0.00 $0.00
2021 -27.43% $2742.82 $0.00 $0.00 $0.00
2020 -13.78% $1378.07 $0.00 $0.00 $0.00
2019 -1.18% $117.69 $0.00 $0.00 $0.00
2018 -16.54% $1654.19 $0.00 $0.00 $0.00
2017 +8.00% +$799.80 $0.00 $0.00 $0.00
2016 -63.66% $6366.25 $0.00 $0.00 $0.00
2015 -14.00% $1400.16 $0.00 $0.00 $0.00
2014 -27.54% $2753.65 $0.00 $0.00 $0.00
2013 +15.00% +$1500.04 $0.00 $0.00 $0.00
2012 -24.05% $2405.09 $0.00 $0.00 $0.00
2011 -25.47% $2547.03 $0.00 $0.00 $0.00
2010 -7.02% $701.81 $0.00 $0.00 $0.00
2009 +250.77% +$25077.31 $0.00 $0.00 $0.00
2008 -75.00% $7500.05 $0.00 $0.00 $0.00
2007 -67.78% $6777.85 $1300.13 $260.05 $2.09
2006 -47.17% $4716.67 $0.00 $0.00 $0.00
2005 +13.00% +$1300.14 $0.00 $0.00 $0.00
2004 +40.55% +$4054.56 $0.00 $0.00 $0.00
2003 +83.33% +$8333.40 $0.00 $0.00 $0.00
2002 -79.57% $7957.11 $0.00 $0.00 $0.00
2001 -79.58% $7957.76 $0.00 $0.00 $0.00
2000 -58.65% $5865.23 $0.00 $0.00 $0.00
1999 partial +477.88% (+2248.26% ann.) +$47788.16 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania partial June 11, 1999 – March 10, 2000 +900.62% +2079.08% +$90062.31 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -99.74% -90.16% $9974.39 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +313.62% +32.86% +$31361.65 $8695.92 $1739.36 $13.96
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -85.91% -75.02% $8590.95 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +163.63% +33.26% +$16363.26 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 -87.31% -23.88% $8731.09 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -41.41% -99.78% $4141.16 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +15.81% +26.63% +$1580.50 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -7.08% -6.73% $707.91 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +12.34% +13.16% +$1234.48 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -5.97% -3.27% $596.92 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +14.38% +8.19% +$1437.69 $0.00 $0.00 $0.00

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2007-06-13 $14.4000 16.33%
Total 1 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
Date Total Yield Tax Trans. Cost Shares Bought
Total $0.00 $0.00 $0.00 0.0000

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

TYL

CAGR 13.25% Total 31344.49% Final $3,144,449
1980-03-17 — 2026-06-03
CUBE

CAGR 7.32% Total 360.06% Final $46,006
2004-10-22 — 2026-06-03
MHO

CAGR 9.60% Total 1884.09% Final $198,409
1993-11-03 — 2026-06-03