Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ELFIF (E-L Financial Corp Ltd) 8.80% 10.99% 32.92% 17.90% 13.77% 10.35% NA
Data as of 06/04/2026, Common starting date is 10/15/2010
More Performance Analytics Comparison
Name Start Date End Date
ELFIF (E-L Financial Corp Ltd) 10/15/2010 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
Annualized Return (%) -0.33 10.99 32.92 17.90 13.77 10.35 NA 8.80 42.66 25.97 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 0.35 0.96 0.53 0.38 NA NA 1.29 1.04 0.61 1.08 -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 26.18 31.83 28.35 32.97 NA NA 17.51 38.37 36.38 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 21.25 21.25 23.12 51.30 NA NA 9.22 21.25 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 7.48 8.36 6.76 5.70 5.13 4.83 6.61 11.56 6.65 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
Data as of 06/04/2026, Common starting date is 10/15/2010
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
9.72%
Dec 2010 – Dec 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ELFIF (E-L Financial Corp Ltd) 33.96%
May 2023 – May 2026
27.90%
May 2020 – May 2025
15.11%
Feb 2016 – Feb 2026
10.58%
Jan 2011 – Jan 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return