Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CNFR (Conifer Holdings, Inc.) | -34.19% | -7.24% | -22.43% | -23.30% | NA | NA | NA | -25.28% |
Data as of 06/24/2025, AR inception is 08/13/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNFR (Conifer Holdings, Inc.) | 08/13/2015 | 06/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.75 | -7.24 | -22.43 | -23.30 | NA | NA | NA | -25.28 | -34.19 | 6.36 | -29.94 | -32.33 | -29.48 | -17.75 | 14.29 | -39.66 | -28.83 | -12.08 | -12.55 |
| Sharpe Ratio | NA | -0.09 | -0.25 | -0.27 | NA | NA | NA | -0.32 | -0.74 | -0.04 | -0.39 | -0.44 | -0.50 | -0.19 | 0.23 | -0.63 | -0.80 | -0.24 | -0.82 |
| Standard Deviation(%) | NA | 122.02 | 104.15 | 92.95 | NA | NA | NA | 76.72 | 83.99 | 133.38 | 88.16 | 77.45 | 58.59 | 92.02 | 56.82 | 64.92 | 36.83 | 50.71 | 36.15 |
| Draw Down(%) | NA | 75.27 | 79.09 | 89.00 | NA | NA | NA | 95.66 | 60.68 | 55.75 | 64.06 | 46.40 | 48.09 | 46.70 | 34.16 | 57.50 | 31.90 | 34.84 | 15.66 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/24/2025, AR inception is 08/13/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNFR (Conifer Holdings, Inc.) |
-44.35%
Aug 2021 - Aug 2024 |
-29.84%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNFR (Conifer Holdings, Inc.) |
-11.40%
Feb 2018 - Feb 2021 |
-10.50%
Feb 2016 - Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart