Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMSF (AMERISAFE, Inc.) | -18.83% | -30.21% | -13.22% | -9.74% | 0.69% | 9.32% | 10.41% | … | … |
Data as of 06/04/2026, Common starting date is 11/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMSF (AMERISAFE, Inc.) | 11/18/2005 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | -30.21 | -13.22 | -9.74 | 0.69 | 9.32 | 10.41 | … | … | -18.83 | -22.58 | 13.48 | -7.60 | -1.06 | 2.00 | -6.09 | 31.41 | 5.46 | 11.77 | 39.25 | 39.79 | 6.61 | 56.89 | 17.16 | 32.91 | -2.62 | -12.49 | 32.41 | 0.34 | 53.38 | 11.92 |
| Sharpe Ratio | NA | -1.32 | -0.67 | -0.51 | -0.02 | NA | NA | … | … | -1.31 | -1.14 | 0.39 | -0.55 | -0.08 | 0.08 | -0.14 | 1.47 | 0.18 | 0.44 | 1.61 | 1.68 | 0.26 | 2.07 | 0.78 | 1.05 | -0.11 | -0.28 | 0.53 | -0.05 | 1.00 | 4.28 |
| Standard Deviation(%) | NA | 26.56 | 24.58 | 25.62 | 27.47 | NA | NA | … | … | 32.89 | 22.55 | 25.07 | 20.61 | 31.39 | 23.62 | 45.10 | 20.30 | 23.35 | 25.44 | 24.21 | 23.62 | 24.90 | 27.48 | 22.08 | 31.41 | 25.80 | 45.47 | 59.50 | 51.41 | 50.33 | 40.36 |
| Draw Down(%) | NA | 35.37 | 47.64 | 47.64 | 48.18 | NA | NA | … | … | 24.56 | 29.21 | 19.81 | 18.03 | 19.63 | 18.22 | 32.94 | 11.08 | 16.97 | 23.76 | 16.59 | 10.49 | 19.17 | 15.33 | 12.83 | 24.52 | 11.38 | 38.87 | 34.66 | 37.37 | 29.04 | 8.64 |
| Yield(%) | 0.00 | 3.44 | 2.87 | 3.45 | 6.37 | 15.07 | 21.53 | … | … | 1.09 | 3.04 | 3.15 | 2.60 | 2.32 | 8.99 | 6.91 | 8.61 | 8.15 | 8.01 | 9.84 | 11.34 | 6.29 | 1.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/18/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMSF (AMERISAFE, Inc.) |
-15.67%
Apr 2023 – Apr 2026 |
-10.45%
May 2021 – May 2026 |
1.10%
May 2016 – May 2026 |
9.08%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMSF (AMERISAFE, Inc.) |
34.68%
Dec 2010 – Dec 2013 |
32.31%
Feb 2012 – Feb 2017 |
23.56%
Nov 2009 – Nov 2019 |
19.07%
Feb 2006 – Feb 2021 |
Annualized Rolling Returns Comparison Chart