Great Elm Group, Inc. (GEG)

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The chart shows the growth of an initial investment of $10,000 in Great Elm Group, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Great Elm Group, Inc. (GEG) has returned -26.67% so far this year and -1.06% over the past 12 months.

Based on dividend-adjusted daily data since Dec 29, 2020, GEG's average daily return is 0.00%, while the average monthly return is -0.41%.

Historically, 42% of months were positive and 58% were negative. The best month was May 2022 with a return of +56.1%, while the worst month was Mar 2021 at -18.9%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 4 months.

On a daily basis, GEG closed higher 41% of trading days. The best single day was Sep 3, 2025 with a return of +20.7%, while the worst single day was Mar 3, 2021 at -16.8%.

Great Elm Group, Inc. has an annualized alpha of -3.37%, beta of 0.24, and R² of 0.01 versus S&P 500 Index. Calculated based on daily prices since December 30, 2020.

• This stock participated in 96.43% of S&P 500 Index downside but only 14.98% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.24 may look defensive, but with R² of 0.01 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.01 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

GEG ranks 38 for risk / return — below 38% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Great Elm Group, Inc. (GEG) and compare them to a chosen benchmark (S&P 500 Index).

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Great Elm Group, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Great Elm Group, Inc. was 64.03%, occurring on May 2, 2022. The portfolio has not yet recovered.

The current Great Elm Group, Inc. drawdown is 52.30%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Great Elm Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Great Elm Group, Inc. is priced in the market compared to other companies in the Medical Distribution industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.