Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INSI (Insight Select Income) | NA | 5.56% | 0.27% | nan% | nan% | nan% | nan% | … | … |
Data as of 02/07/2025, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INSI (Insight Select Income) | 03/17/1980 | 02/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 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 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.56 | 0.27 | nan | nan | nan | nan | … | … | -6.35 | 13.77 | 11.14 | -29.40 | -124.66 | 11.03 | 22.18 | -8.58 | 9.41 | 9.85 | -0.42 | 11.41 | -1.41 | 10.21 | 12.93 | 17.33 | 23.15 | -6.27 | 7.36 | 8.42 | -3.31 | 1.11 | -0.56 | 5.87 | 3.95 | 22.37 | -21.01 | 9.57 | 9.43 | -2.80 | 15.06 | -12.90 | 4.72 | 10.42 | 18.15 | 4.09 | 35.98 | 0.49 | -18.16 | 8.00 | 21.53 | 2.86 | -5.41 | 28.70 | -2.54 | 12.38 |
| Sharpe Ratio | NA | 0.00 | 0.00 | NA | NA | NA | NA | … | … | -0.02 | 0.00 | 0.01 | -0.02 | NA | 0.01 | 1.67 | -0.92 | 0.82 | 1.09 | -0.05 | 1.39 | -0.14 | 1.00 | 1.71 | 2.06 | 1.30 | -0.18 | 0.39 | 0.48 | -0.47 | 0.01 | -0.11 | 0.44 | 0.17 | 2.09 | -2.22 | 0.43 | 0.58 | -0.62 | 0.94 | -1.15 | 0.20 | 0.54 | 0.98 | -0.10 | 2.30 | -0.27 | -0.84 | 0.15 | 0.75 | -0.18 | -0.56 | 0.81 | -0.50 | 0.29 |
| Standard Deviation(%) | NA | 2,299.21 | 1,569.99 | NA | NA | NA | NA | … | … | 2,236.94 | 2,187.89 | 734.41 | 1,261.28 | NA | 1,652.25 | 12.42 | 10.81 | 10.71 | 8.85 | 9.41 | 8.18 | 10.24 | 10.22 | 7.55 | 8.36 | 17.76 | 40.98 | 10.75 | 10.53 | 11.75 | 10.20 | 11.76 | 10.62 | 8.97 | 8.70 | 10.97 | 14.16 | 9.93 | 10.36 | 11.83 | 13.88 | 12.60 | 14.66 | 14.39 | 13.61 | 13.08 | 16.20 | 26.42 | 24.39 | 21.48 | 23.10 | 20.91 | 25.52 | 26.21 | 26.70 |
| Draw Down(%) | NA | 99.43 | 99.43 | 122.31 | 122.31 | NA | NA | … | … | 99.24 | 99.43 | 99.40 | 99.43 | 122.31 | 99.01 | 5.06 | 11.86 | 5.13 | 11.78 | 7.84 | 5.33 | 14.11 | 6.49 | 5.25 | 5.48 | 16.56 | 41.17 | 9.15 | 6.86 | 8.52 | 14.51 | 15.82 | 6.70 | 6.18 | 4.48 | 22.00 | 4.27 | 3.41 | 13.32 | 3.94 | 15.50 | 7.99 | 12.94 | 6.98 | 12.99 | 3.25 | 15.33 | 31.66 | 12.63 | 13.37 | 16.78 | 11.69 | 8.06 | 15.38 | 18.12 |
| Yield(%) | 0.00 | 4.96 | 4.22 | 4.17 | 4.71 | 5.99 | 5.57 | … | … | 0.00 | 4.99 | 5.13 | 3.53 | 5.33 | 3.96 | 6.85 | 4.01 | 5.43 | 4.87 | 5.25 | 5.75 | 5.27 | 5.63 | 6.30 | 8.66 | 10.64 | 9.50 | 9.33 | 4.95 | 3.24 | 3.17 | 3.09 | 3.14 | 3.57 | 4.47 | 3.27 | 5.37 | 5.58 | 3.22 | 4.39 | 3.84 | 4.29 | 9.75 | 8.76 | 8.45 | 10.29 | 7.42 | 1.97 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/07/2025, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INSI (Insight Select Income) |
-4.98%
Jun 2003 – Jun 2006 |
-1.55%
Oct 2003 – Oct 2008 |
0.02%
Oct 1998 – Oct 2008 |
0.95%
Oct 1993 – Oct 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INSI (Insight Select Income) |
22.98%
Feb 2009 – Feb 2012 |
14.90%
Feb 2009 – Feb 2014 |
9.78%
Feb 2009 – Feb 2019 |
8.57%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart