Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIZ (Assurant, Inc.) | 7.28% | 29.78% | 29.76% | 11.42% | 13.79% | 16.27% | 10.61% | … | … |
Data as of 06/05/2026, Common starting date is 02/05/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIZ (Assurant, Inc.) | 02/05/2004 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.41 | 29.78 | 29.76 | 11.42 | 13.79 | 16.27 | 10.61 | … | … | 7.28 | 14.69 | 28.55 | 37.52 | -18.34 | 16.46 | 6.09 | 49.78 | -9.18 | 9.87 | 18.19 | 19.94 | 4.78 | 94.85 | -13.56 | 8.62 | 33.10 | 0.50 | -54.46 | 22.06 | 28.01 | 43.55 | 24.66 |
| Sharpe Ratio | NA | 0.97 | 1.02 | 0.33 | 0.42 | NA | NA | … | … | 0.27 | 0.45 | 1.30 | 1.25 | -0.67 | 0.80 | 0.12 | 2.69 | -0.46 | 0.48 | 0.68 | 0.97 | 0.30 | 5.03 | -0.61 | 0.28 | 1.17 | 0.01 | -0.72 | 0.68 | 1.38 | 2.02 | 1.39 |
| Standard Deviation(%) | NA | 24.42 | 23.97 | 25.07 | 27.06 | NA | NA | … | … | 25.68 | 26.55 | 19.24 | 27.28 | 29.63 | 20.62 | 49.47 | 17.98 | 23.24 | 19.15 | 26.55 | 20.55 | 15.64 | 18.87 | 22.45 | 30.14 | 28.11 | 58.87 | 77.09 | 27.97 | 17.86 | 20.45 | 19.16 |
| Draw Down(%) | NA | 12.57 | 20.83 | 44.63 | 44.63 | NA | NA | … | … | 12.57 | 17.50 | 13.96 | 22.23 | 36.99 | 14.13 | 43.33 | 11.67 | 24.20 | 17.00 | 18.55 | 12.13 | 12.00 | 5.34 | 25.86 | 24.47 | 16.94 | 44.98 | 81.62 | 21.78 | 10.40 | 8.06 | 9.71 |
| Yield(%) | 0.00 | 1.67 | 2.31 | 1.73 | 3.04 | 5.89 | 3.49 | … | … | 0.37 | 1.55 | 1.74 | 2.21 | 1.75 | 2.01 | 1.93 | 2.70 | 2.30 | 2.28 | 2.59 | 2.02 | 1.62 | 2.71 | 1.95 | 1.81 | 2.09 | 1.95 | 0.82 | 0.82 | 0.86 | 1.01 | 0.85 |
Data as of 06/05/2026, Common starting date is 02/05/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIZ (Assurant, Inc.) |
-22.92%
Mar 2006 – Mar 2009 |
-10.57%
Dec 2007 – Dec 2012 |
5.17%
Feb 2008 – Feb 2018 |
5.93%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIZ (Assurant, Inc.) |
38.16%
Nov 2012 – Nov 2015 |
28.85%
Feb 2009 – Feb 2014 |
20.45%
May 2012 – May 2022 |
17.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart