Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FAF (First American Financial Corporation) | -1.34% | 7.86% | 6.37% | 6.38% | 7.76% | 13.00% | NA | 12.95% |
Data as of 07/25/2025, AR inception is 05/24/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAF (First American Financial Corporation) | 05/24/2010 | 07/25/2025 |
| 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 (%) | 7.56 | 7.86 | 6.37 | 6.38 | 7.76 | 13.00 | NA | 12.95 | -1.34 | 0.36 | 27.66 | -30.62 | 56.18 | -8.52 | 34.61 | -17.88 | 57.90 | 5.24 | 8.83 | 23.74 | 19.44 | 93.66 | -13.76 | 0.51 |
| Sharpe Ratio | NA | 0.18 | 0.11 | 0.14 | 0.21 | NA | NA | 0.42 | -0.18 | -0.14 | 0.93 | -0.99 | 2.51 | -0.16 | 1.85 | -0.79 | 3.85 | 0.22 | 0.41 | 1.29 | 0.84 | 3.77 | -0.35 | 0.02 |
| Standard Deviation(%) | NA | 26.13 | 27.65 | 27.37 | 28.71 | NA | NA | 28.55 | 30.23 | 23.63 | 26.02 | 32.50 | 22.33 | 55.17 | 17.92 | 24.43 | 14.93 | 23.13 | 21.39 | 18.40 | 23.08 | 25.08 | 39.37 | 36.94 |
| Draw Down(%) | NA | 22.13 | 24.57 | 43.65 | 50.13 | NA | NA | 50.13 | 19.24 | 16.99 | 21.20 | 43.65 | 11.36 | 50.13 | 10.76 | 29.36 | 4.71 | 16.74 | 16.97 | 11.63 | 24.51 | 11.82 | 37.65 | 18.21 |
| Yield(%) | 0.00 | 3.72 | 3.78 | 3.87 | 4.42 | 8.98 | 6.68 | 8.91 | 1.75 | 3.42 | 3.93 | 2.65 | 3.79 | 3.07 | 3.81 | 2.86 | 3.87 | 3.42 | 2.96 | 3.02 | 1.93 | 2.77 | 1.60 | 1.20 |
Data as of 07/25/2025, AR inception is 05/24/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAF (First American Financial Corporation) |
-4.91%
Sep 2019 - Sep 2022 |
1.53%
Sep 2017 - Sep 2022 |
7.99%
May 2015 - May 2025 |
14.33%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAF (First American Financial Corporation) |
43.33%
Nov 2011 - Nov 2014 |
29.73%
Oct 2011 - Oct 2016 |
23.79%
Nov 2011 - Nov 2021 |
14.33%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart