Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITIC (Investors Title Company) | -5.44% | 26.94% | 25.80% | 11.45% | 15.58% | 16.67% | 11.77% | … | … |
Data as of 06/04/2026, Common starting date is 12/03/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITIC (Investors Title Company) | 12/03/1986 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.22 | 26.94 | 25.80 | 11.45 | 15.58 | 16.67 | 11.77 | … | … | -5.44 | 9.69 | 54.97 | 14.27 | -22.78 | 41.00 | 5.73 | -4.39 | -4.99 | 27.87 | 59.31 | 37.88 | -9.58 | 35.57 | 68.65 | 18.22 | -0.39 | -16.45 | -2.05 | -27.72 | 27.31 | 14.46 | 19.87 | 36.37 | 48.85 | -1.19 | -7.79 | -17.86 | -1.18 | 34.92 | 50.00 | 55.56 | -20.59 | 30.77 | 33.33 | 2.63 | -17.39 | -11.54 | -39.53 | 7.50 | -9.09 |
| Sharpe Ratio | NA | 0.08 | 0.66 | 0.26 | 0.38 | NA | NA | … | … | -0.47 | 0.21 | 1.46 | 0.35 | -0.68 | 1.46 | 0.09 | -0.24 | -0.29 | 0.93 | 1.66 | 1.46 | -0.39 | 1.74 | 1.96 | 0.57 | -0.01 | -0.24 | -0.06 | -1.26 | 0.93 | 0.44 | 0.53 | 1.11 | 1.52 | -0.10 | -0.18 | -0.52 | -0.10 | 0.74 | 0.95 | 0.94 | -0.45 | 0.49 | 0.21 | -0.01 | -0.26 | -0.22 | -0.48 | 0.04 | -2.67 |
| Standard Deviation(%) | NA | 32.97 | 33.13 | 33.23 | 35.37 | NA | NA | … | … | 34.24 | 33.08 | 35.24 | 30.91 | 35.99 | 28.15 | 63.16 | 24.07 | 21.92 | 29.29 | 35.59 | 25.92 | 24.46 | 20.43 | 35.29 | 32.16 | 40.18 | 68.97 | 53.71 | 24.51 | 25.78 | 27.67 | 35.82 | 32.01 | 31.31 | 38.97 | 68.43 | 40.70 | 47.47 | 41.75 | 48.47 | 55.00 | 52.79 | 58.52 | 148.62 | 89.87 | 88.20 | 79.81 | 92.18 | 86.02 | 28.36 |
| Draw Down(%) | NA | 24.76 | 28.89 | 43.77 | 43.77 | NA | NA | … | … | 24.76 | 23.44 | 12.97 | 19.88 | 39.75 | 16.49 | 42.26 | 23.76 | 22.15 | 25.53 | 21.46 | 12.82 | 22.67 | 7.17 | 15.92 | 19.82 | 25.38 | 50.57 | 39.82 | 33.98 | 16.94 | 15.49 | 24.02 | 15.73 | 14.60 | 18.93 | 44.98 | 40.22 | 41.07 | 11.83 | 12.62 | 15.15 | 28.95 | 15.38 | 75.00 | 40.74 | 36.67 | 30.30 | 44.19 | 52.11 | 13.04 |
| Yield(%) | 0.00 | 5.47 | 7.92 | 6.41 | 10.92 | 17.12 | 11.49 | … | … | 0.19 | 4.52 | 9.68 | 3.97 | 2.39 | 13.30 | 10.55 | 5.46 | 6.15 | 2.36 | 0.74 | 0.55 | 0.40 | 0.51 | 0.78 | 0.90 | 0.82 | 0.72 | 0.73 | 0.45 | 0.56 | 0.43 | 0.48 | 0.53 | 0.78 | 0.77 | 0.68 | 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 06/04/2026, Common starting date is 12/03/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITIC (Investors Title Company) |
-31.62%
Sep 1987 – Sep 1990 |
-25.70%
Apr 1987 – Apr 1992 |
0.07%
Jul 1987 – Jul 1997 |
0.94%
Jul 1987 – Jul 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITIC (Investors Title Company) |
55.23%
Jan 1995 – Jan 1998 |
37.51%
Apr 1992 – Apr 1997 |
23.61%
Nov 2011 – Nov 2021 |
20.69%
Apr 1992 – Apr 2007 |
Annualized Rolling Returns Comparison Chart