Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGICA (Donegal Group Inc.) | -14.52% | -10.52% | 9.21% | 6.39% | 4.64% | 5.57% | 3.32% | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGICA (Donegal Group Inc.) | 07/03/2003 | 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 (%) | -2.05 | -10.52 | 9.21 | 6.39 | 4.64 | 5.57 | 3.32 | … | … | -14.52 | 34.64 | 15.93 | 3.15 | 4.02 | 6.02 | -1.12 | 13.15 | -17.92 | 2.46 | 28.72 | -8.70 | 4.05 | 17.25 | 2.68 | 1.49 | -3.63 | -4.58 | 0.10 | -10.44 | 52.48 | 83.89 | 6.44 | 66.37 |
| Sharpe Ratio | NA | -0.63 | 0.27 | 0.18 | 0.13 | NA | NA | … | … | -1.30 | 1.29 | 0.48 | -0.03 | 0.11 | 0.30 | -0.03 | 0.56 | -0.82 | 0.09 | 1.33 | -0.45 | 0.21 | 0.65 | 0.09 | 0.03 | -0.13 | -0.09 | -0.01 | -0.34 | 1.10 | 1.99 | 0.11 | 3.50 |
| Standard Deviation(%) | NA | 23.81 | 24.03 | 23.29 | 25.31 | NA | NA | … | … | 24.49 | 24.77 | 25.85 | 19.60 | 24.18 | 20.03 | 43.06 | 20.74 | 23.70 | 20.64 | 21.41 | 19.35 | 19.33 | 26.51 | 30.57 | 43.82 | 29.31 | 49.55 | 65.35 | 40.52 | 44.72 | 41.06 | 49.02 | 50.98 |
| Draw Down(%) | NA | 20.43 | 20.43 | 22.31 | 30.22 | NA | NA | … | … | 17.48 | 18.84 | 16.58 | 10.48 | 22.31 | 14.86 | 21.89 | 10.19 | 24.75 | 18.65 | 10.82 | 17.13 | 10.69 | 16.00 | 19.98 | 24.01 | 29.28 | 25.02 | 38.51 | 27.40 | 15.01 | 15.84 | 29.80 | 19.53 |
| Yield(%) | 0.00 | 3.80 | 4.82 | 4.48 | 3.91 | 4.40 | 3.03 | … | … | 1.93 | 4.72 | 4.85 | 4.69 | 4.57 | 4.44 | 4.01 | 4.21 | 3.29 | 3.14 | 3.91 | 3.36 | 3.36 | 3.60 | 3.28 | 3.11 | 2.92 | 2.70 | 2.42 | 1.77 | 1.88 | 2.24 | 2.15 | 1.64 |
Data as of 06/04/2026, Common starting date is 07/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGICA (Donegal Group Inc.) |
-9.88%
Sep 2008 – Sep 2011 |
-7.28%
Sep 2006 – Sep 2011 |
0.23%
Oct 2006 – Oct 2016 |
1.12%
Oct 2006 – Oct 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGICA (Donegal Group Inc.) |
64.40%
Sep 2003 – Sep 2006 |
33.00%
Sep 2003 – Sep 2008 |
14.28%
Sep 2003 – Sep 2013 |
10.73%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison Chart