Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IHC (Independence Holding Company) | NA | 51.67% | 15.54% | 26.57% | 20.89% | 6.80% | 9.01% | … | … |
Data as of 02/15/2022, Common starting date is 03/29/1982
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IHC (Independence Holding Company) | 03/29/1982 | 02/15/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 51.67 | 15.54 | 26.57 | 20.89 | 6.80 | 9.01 | … | … | 0.69 | 39.99 | -1.29 | 19.55 | 28.23 | 40.41 | 41.16 | -0.72 | 3.41 | 41.70 | 17.10 | 0.12 | 40.00 | 60.66 | -71.46 | -42.05 | 11.66 | 5.96 | 10.70 | 11.78 | 19.28 | 33.33 | 16.13 | -16.96 | 16.67 | 62.71 | 96.67 | 25.00 | -17.24 | 45.00 | 100.00 | -9.09 | -64.52 | -20.51 | -20.41 | -16.34 | 28.30 | 32.50 | -16.67 | 71.43 | 24.44 |
| Sharpe Ratio | NA | 1.23 | 0.38 | 0.73 | 0.60 | NA | NA | … | … | 3.60 | 1.12 | -0.03 | -0.16 | 0.26 | 0.65 | 0.28 | -0.65 | -0.51 | 0.68 | -0.03 | -0.34 | 0.48 | 0.52 | -0.85 | -1.21 | -0.45 | -1.13 | -0.21 | -0.18 | -0.01 | 0.37 | -0.60 | 0.26 | 0.91 | 0.31 | 1.27 | -0.98 | -0.37 | 0.65 | 0.82 | -0.06 | -0.46 | -0.35 | -0.32 | -0.11 | 0.55 | 0.93 | -1.08 | 1.78 | 1.73 |
| Standard Deviation(%) | NA | 33.78 | 39.53 | 35.75 | 34.28 | NA | NA | … | … | 1.56 | 35.57 | 54.03 | 23.77 | 25.82 | 32.56 | 24.78 | 29.54 | 29.34 | 34.23 | 45.57 | 53.77 | 44.59 | 81.00 | 106.76 | 53.32 | 23.93 | 13.38 | 42.35 | 41.18 | 42.16 | 33.15 | 87.82 | 30.88 | 55.06 | 51.62 | 76.76 | 37.71 | 42.39 | 69.01 | 120.05 | 150.54 | 138.79 | 59.03 | 63.95 | 142.13 | 51.38 | 35.06 | 15.41 | 40.02 | 19.14 |
| Draw Down(%) | NA | 14.28 | 47.93 | 47.93 | 47.93 | NA | NA | … | … | 0.32 | 14.28 | 47.93 | 16.14 | 14.63 | 18.34 | 14.26 | 19.23 | 15.47 | 15.66 | 28.22 | 38.01 | 41.30 | 42.98 | 83.11 | 52.69 | 18.78 | 13.07 | 37.09 | 17.07 | 20.43 | 11.52 | 50.43 | 24.56 | 33.33 | 19.38 | 29.87 | 18.25 | 20.69 | 25.00 | 45.00 | 60.00 | 77.42 | 47.06 | 30.91 | 68.75 | 40.95 | 14.29 | 27.27 | 28.36 | 17.65 |
| Yield(%) | 0.11 | 1.32 | 1.17 | 1.96 | 2.38 | 0.69 | 1.17 | … | … | 0.11 | 1.09 | 1.05 | 1.55 | 0.55 | 0.80 | 1.13 | 0.58 | 0.52 | 0.36 | 1.09 | 0.59 | 0.81 | 1.13 | 0.40 | 0.23 | 0.25 | 0.27 | 0.38 | 0.24 | 0.28 | 0.36 | 0.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/15/2022, Common starting date is 03/29/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHC (Independence Holding Company) |
-60.16%
Jul 1987 – Jul 1990 |
-43.75%
Sep 1986 – Sep 1991 |
-17.08%
Apr 1987 – Apr 1997 |
-6.85%
Sep 1985 – Sep 2000 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHC (Independence Holding Company) |
58.74%
Sep 1991 – Sep 1994 |
38.39%
Sep 1991 – Sep 1996 |
28.97%
Jan 2009 – Jan 2019 |
21.99%
Sep 1991 – Sep 2006 |
Annualized Rolling Returns Comparison Chart