Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/06/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ELFIF (E-L Financial Corp Ltd) | 7.19% | 30.04% | 17.24% | 21.56% | 9.62% | NA | NA | 9.99% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELFIF (E-L Financial Corp Ltd) | 10/15/2010 | 05/06/2025 |
The return data shown below all have the same latest date: 05/06/2025.
AR inception is since 10/15/2010.
AR inception is since 10/15/2010.
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.78 | 30.04 | 17.24 | 21.56 | 9.62 | NA | NA | 9.99 | 7.19 | 25.63 | 21.71 | -3.47 | 30.73 | 1.84 | 16.21 | -15.34 | 18.90 | 3.31 | -9.98 | -10.45 | 69.49 | 30.36 | -33.53 | 25.78 |
| Sharpe Ratio | NA | 0.61 | 0.44 | 0.67 | 0.24 | NA | NA | 0.24 | 0.55 | 0.52 | 1.04 | -0.19 | 1.43 | 0.04 | 0.48 | -0.40 | 0.48 | 0.08 | -0.31 | -0.48 | 1.95 | 0.81 | -0.64 | 4.52 |
| Standard Deviation(%) | NA | 46.88 | 31.07 | 28.97 | 34.43 | NA | NA | 35.47 | 50.54 | 36.39 | 16.93 | 25.54 | 21.53 | 42.44 | 30.82 | 41.69 | 38.51 | 37.60 | 32.01 | 21.67 | 35.66 | 37.78 | 52.40 | 43.73 |
| Draw Down(%) | NA | 24.67 | 24.67 | 24.67 | 51.30 | NA | NA | 51.30 | 23.68 | 16.82 | 12.62 | 22.18 | 11.96 | 46.17 | 14.90 | 21.31 | 15.94 | 17.81 | 19.89 | 20.62 | 12.83 | 15.15 | 37.78 | 7.25 |
| Yield(%) | 0.00 | 5.70 | 3.25 | 6.85 | 3.67 | 4.57 | 3.43 | 4.90 | 0.00 | 6.32 | 1.71 | 3.81 | 11.65 | 3.40 | 0.87 | 0.76 | 0.72 | 0.72 | 0.07 | 0.07 | 16.54 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELFIF (E-L Financial Corp Ltd) |
-8.51%
Mar 2017 - Mar 2020 |
-3.47%
Dec 2013 - Dec 2018 |
2.55%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELFIF (E-L Financial Corp Ltd) |
25.54%
Dec 2011 - Dec 2014 |
20.79%
Apr 2020 - Apr 2025 |
11.10%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart