Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNA (CNA Financial Corporation) | -9.93% | -6.81% | 7.07% | 1.60% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNA (CNA Financial Corporation) | 09/03/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.54 | -6.81 | 7.07 | 1.60 | NA | NA | NA | … | … | -9.93 | 2.57 | 18.66 | 6.11 | -0.50 | 17.02 | 22.58 |
| Sharpe Ratio | NA | -0.53 | 0.26 | -0.04 | NA | NA | NA | … | … | -1.07 | -0.02 | 0.77 | 0.11 | -0.08 | 0.76 | 2.98 |
| Standard Deviation(%) | NA | 20.12 | 20.72 | 21.79 | NA | NA | NA | … | … | 23.62 | 20.94 | 19.51 | 21.74 | 24.52 | 22.38 | 29.11 |
| Draw Down(%) | NA | 14.29 | 14.29 | 25.67 | NA | NA | NA | … | … | 14.29 | 14.23 | 9.99 | 16.81 | 25.67 | 12.83 | 10.89 |
| Yield(%) | 0.00 | 3.99 | 4.66 | 3.91 | 3.27 | 2.18 | 1.64 | … | … | 2.05 | 3.83 | 4.12 | 5.80 | 3.58 | 4.00 | 1.15 |
Data as of 06/04/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNA (CNA Financial Corporation) |
2.15%
Apr 2021 – Apr 2024 |
1.62%
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 |
|---|---|---|---|---|
| CNA (CNA Financial Corporation) |
15.56%
Oct 2020 – Oct 2023 |
12.93%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart