Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNF (Fidelity National Financial, Inc.) | -14.75% | -5.98% | 15.86% | 5.34% | 12.46% | 14.84% | 11.70% | … | … |
Data as of 06/04/2026, Common starting date is 10/14/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNF (Fidelity National Financial, Inc.) | 10/14/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.22 | -5.98 | 15.86 | 5.34 | 12.46 | 14.84 | 11.70 | … | … | -14.75 | 7.00 | 13.35 | 41.06 | -20.32 | 34.82 | -12.83 | 49.80 | -17.22 | 94.94 | 1.47 | 3.83 | -7.02 | 43.89 | 60.97 | 22.74 | 10.27 | -18.81 | 36.55 | -32.39 | 7.35 | -4.60 |
| Sharpe Ratio | NA | -0.25 | 0.55 | 0.13 | 0.39 | NA | NA | … | … | -1.03 | 0.15 | 0.42 | 1.58 | -0.70 | 1.41 | -0.24 | 2.79 | -0.81 | 4.09 | 0.06 | 0.20 | -0.24 | 2.07 | 4.51 | 0.80 | 0.34 | -0.35 | 0.40 | -1.10 | 0.14 | -0.56 |
| Standard Deviation(%) | NA | 26.14 | 25.03 | 26.24 | 29.01 | NA | NA | … | … | 29.02 | 26.84 | 23.36 | 23.95 | 31.26 | 24.64 | 55.20 | 17.35 | 23.09 | 23.18 | 21.25 | 18.78 | 29.29 | 21.15 | 13.66 | 28.24 | 29.57 | 54.08 | 89.08 | 32.38 | 27.50 | 41.14 |
| Draw Down(%) | NA | 24.08 | 28.20 | 37.25 | 56.53 | NA | NA | … | … | 24.08 | 22.50 | 12.93 | 27.42 | 37.25 | 11.46 | 56.53 | 6.34 | 26.92 | 6.63 | 16.62 | 17.40 | 35.32 | 15.96 | 7.72 | 15.30 | 19.02 | 44.50 | 61.87 | 50.20 | 26.18 | 21.97 |
| Yield(%) | 0.00 | 6.49 | 6.40 | 4.17 | 11.03 | 23.57 | 14.74 | … | … | 0.96 | 6.09 | 3.26 | 4.04 | 4.67 | 1.20 | 0.86 | 5.07 | 3.12 | 59.22 | 3.64 | 3.15 | 6.69 | 4.51 | 10.75 | 5.90 | 8.54 | 5.70 | 12.35 | 8.53 | 8.11 | 1.62 |
Data as of 06/04/2026, Common starting date is 10/14/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNF (Fidelity National Financial, Inc.) |
-11.99%
May 2007 – May 2010 |
-2.73%
Jan 2006 – Jan 2011 |
8.55%
Jan 2006 – Jan 2016 |
10.43%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNF (Fidelity National Financial, Inc.) |
41.98%
Feb 2011 – Feb 2014 |
34.40%
Oct 2008 – Oct 2013 |
23.88%
Oct 2008 – Oct 2018 |
18.22%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart