Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMIGY (Admiral Group PLC ADR) | 5.42% | 3.32% | 20.81% | 7.61% | 10.95% | 9.98% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMIGY (Admiral Group PLC ADR) | 04/07/2011 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.09 | 3.32 | 20.81 | 7.61 | 10.95 | 9.98 | NA | … | … | 5.42 | 38.65 | 1.17 | 39.22 | -33.33 | 15.78 | 36.98 | 26.26 | 4.53 | 24.27 | -3.00 | 27.09 | 2.13 | 21.23 | 58.39 | -48.29 |
| Sharpe Ratio | NA | 0.13 | 0.83 | 0.21 | 0.32 | NA | NA | … | … | 0.65 | 1.62 | -0.11 | 1.36 | -0.81 | 0.62 | 1.05 | 0.79 | 0.09 | 0.81 | -0.09 | 1.08 | 0.08 | 1.07 | 1.67 | -1.03 |
| Standard Deviation(%) | NA | 22.65 | 23.48 | 28.83 | 31.17 | NA | NA | … | … | 27.99 | 22.14 | 22.22 | 26.45 | 43.26 | 25.38 | 34.83 | 31.40 | 35.37 | 29.30 | 35.34 | 25.07 | 25.03 | 19.76 | 35.26 | 57.54 |
| Draw Down(%) | NA | 24.77 | 24.77 | 55.19 | 55.19 | NA | NA | … | … | 15.86 | 14.56 | 20.69 | 19.49 | 50.83 | 20.44 | 23.90 | 15.51 | 11.88 | 16.07 | 25.48 | 10.06 | 28.01 | 11.87 | 17.21 | 57.83 |
| Yield(%) | 0.00 | 6.09 | 7.49 | 5.76 | 7.16 | 6.76 | 5.43 | … | … | 2.80 | 9.55 | 4.68 | 5.01 | 6.62 | 8.32 | 7.17 | 6.27 | 5.98 | 6.04 | 7.12 | 7.53 | 7.64 | 7.48 | 9.52 | 4.56 |
Data as of 06/03/2026, Common starting date is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMIGY (Admiral Group PLC ADR) |
-2.55%
Jul 2021 – Jul 2024 |
3.84%
Jul 2017 – Jul 2022 |
8.97%
Jun 2014 – Jun 2024 |
9.96%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMIGY (Admiral Group PLC ADR) |
35.38%
Sep 2022 – Sep 2025 |
21.07%
Dec 2016 – Dec 2021 |
20.19%
Dec 2011 – Dec 2021 |
9.96%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart