Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ALL-PRI (Allstate Corp) -3.04% -3.04% -1.90% -3.79% NA NA NA
Data as of 06/11/2026, Common starting date is 11/05/2019
More Performance Analytics Comparison
Name Start Date End Date
ALL-PRI (Allstate Corp) 11/05/2019 06/11/2026
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
Annualized Return (%) 1.29 -3.04 -1.90 -3.79 NA NA NA -3.04 -4.38 2.30 9.01 -20.83 1.29 14.17 2.62
Sharpe Ratio NA -0.63 -0.49 -0.37 NA NA NA -1.21 -0.59 -0.26 0.21 -1.06 0.16 0.40 4.31
Standard Deviation(%) NA 9.75 14.26 16.99 NA NA NA 9.22 12.49 16.31 22.82 21.07 7.80 34.98 4.10
Draw Down(%) NA 15.91 23.48 29.79 NA NA NA 8.21 11.53 16.06 23.16 28.22 8.14 32.60 0.86
Yield(%) 0.00 0.00 2.74 3.03 2.36 1.57 1.18 0.00 0.00 4.31 5.81 4.49 4.36 4.61 0.89
Data as of 06/11/2026, Common starting date is 11/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ALL-PRI (Allstate Corp) -7.13%
Sep 2020 – Sep 2023
-3.35%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ALL-PRI (Allstate Corp) 6.52%
Oct 2022 – Oct 2025
1.27%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return