Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIISY (Direct Line Insurance Group PLC) | NA | 87.36% | 26.69% | 9.97% | 0.69% | NA | NA | … | … |
Data as of 07/23/2025, Common starting date is 03/25/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIISY (Direct Line Insurance Group PLC) | 03/25/2013 | 07/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 15.16 | 87.36 | 26.69 | 9.97 | 0.69 | NA | NA | … | … | 44.48 | 39.96 | -12.19 | -23.85 | -5.68 | 18.81 | 10.16 | -9.99 | 15.89 | -20.43 | 56.00 | 20.38 | 35.23 |
| Sharpe Ratio | NA | 1.58 | 0.49 | 0.18 | -0.02 | NA | NA | … | … | 2.40 | 0.66 | -0.35 | -0.59 | -0.19 | 0.35 | 0.26 | -0.45 | 0.67 | -0.52 | 0.31 | 0.92 | 1.72 |
| Standard Deviation(%) | NA | 53.28 | 47.21 | 44.70 | 41.40 | NA | NA | … | … | 38.26 | 55.37 | 45.87 | 43.31 | 29.60 | 52.99 | 33.53 | 25.49 | 23.00 | 39.59 | 181.96 | 22.15 | 27.69 |
| Draw Down(%) | NA | 22.50 | 41.29 | 58.44 | 62.28 | NA | NA | … | … | 12.58 | 30.68 | 41.29 | 50.84 | 19.72 | 42.33 | 27.38 | 26.18 | 12.98 | 26.77 | 71.29 | 14.80 | 14.26 |
| Yield(%) | 0.00 | 3.62 | 3.22 | 5.51 | 3.44 | 7.87 | 5.90 | … | … | 2.00 | 3.28 | 0.00 | 7.57 | 7.31 | 10.89 | 9.37 | 9.75 | 4.55 | 7.84 | 15.30 | 10.87 | 4.10 |
Data as of 07/23/2025, Common starting date is 03/25/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIISY (Direct Line Insurance Group PLC) |
-16.09%
Oct 2021 – Oct 2024 |
-12.46%
Mar 2018 – Mar 2023 |
0.54%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIISY (Direct Line Insurance Group PLC) |
32.31%
Apr 2013 – Apr 2016 |
21.68%
Apr 2013 – Apr 2018 |
5.12%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart