Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNO (CNO Financial Group, Inc.) | 11.41% | 27.32% | 30.38% | 14.99% | 11.39% | 15.21% | 4.84% | … | … |
Data as of 06/04/2026, Common starting date is 09/10/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNO (CNO Financial Group, Inc.) | 09/10/2003 | 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 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.95 | 27.32 | 30.38 | 14.99 | 11.39 | 15.21 | 4.84 | … | … | 11.41 | 16.10 | 36.13 | 25.08 | -1.57 | 9.51 | 25.99 | 25.09 | -38.52 | 31.02 | 2.06 | 12.52 | -1.31 | 91.14 | 48.93 | -6.93 | 35.60 | -3.47 | -58.76 | -37.14 | -13.77 | 16.14 | -8.49 | 9.00 |
| Sharpe Ratio | NA | 0.91 | 1.04 | 0.40 | 0.27 | NA | NA | … | … | 0.86 | 0.48 | 1.22 | 0.75 | -0.09 | 0.32 | 0.37 | 0.90 | -1.42 | 1.47 | 0.06 | 0.44 | -0.06 | 3.94 | 1.58 | -0.15 | 0.68 | -0.02 | -0.37 | -1.37 | -0.94 | 0.84 | -0.38 | 0.78 |
| Standard Deviation(%) | NA | 22.12 | 26.03 | 28.52 | 34.43 | NA | NA | … | … | 23.32 | 27.80 | 26.54 | 28.81 | 33.24 | 29.71 | 69.20 | 26.18 | 28.17 | 20.79 | 32.31 | 28.22 | 23.69 | 23.12 | 31.33 | 47.30 | 52.30 | 191.37 | 162.25 | 29.47 | 18.35 | 16.61 | 24.94 | 40.29 |
| Draw Down(%) | NA | 11.03 | 15.86 | 35.58 | 63.83 | NA | NA | … | … | 11.03 | 15.86 | 11.34 | 21.12 | 35.36 | 20.00 | 53.87 | 22.60 | 46.52 | 10.79 | 25.77 | 16.25 | 17.84 | 9.39 | 21.48 | 38.21 | 29.55 | 94.98 | 87.82 | 42.65 | 23.37 | 11.63 | 33.75 | 16.97 |
| Yield(%) | 0.00 | 1.81 | 2.83 | 2.30 | 2.51 | 5.22 | 1.21 | … | … | 0.40 | 1.80 | 2.25 | 2.55 | 2.25 | 2.35 | 2.58 | 2.86 | 1.59 | 1.82 | 1.68 | 1.58 | 1.37 | 1.17 | 0.94 | 0.00 | 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 09/10/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNO (CNO Financial Group, Inc.) |
-66.66%
Mar 2006 – Mar 2009 |
-47.54%
Mar 2004 – Mar 2009 |
-3.06%
Feb 2006 – Feb 2016 |
-2.43%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNO (CNO Financial Group, Inc.) |
103.73%
Mar 2009 – Mar 2012 |
82.13%
Mar 2009 – Mar 2014 |
34.59%
Mar 2009 – Mar 2019 |
27.33%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart