Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRVR (James River Group Holdings, Ltd.) | -37.64% | -29.34% | -40.20% | -34.51% | -17.39% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/12/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRVR (James River Group Holdings, Ltd.) | 12/12/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | -29.34 | -40.20 | -34.51 | -17.39 | NA | NA | … | … | -37.64 | 32.55 | -46.37 | -55.19 | -26.79 | -39.30 | 22.71 | 15.01 | -5.76 | 0.49 | 31.64 | 56.19 | 7.07 |
| Sharpe Ratio | NA | -0.77 | -0.76 | -0.71 | -0.43 | NA | NA | … | … | -1.24 | 0.56 | -0.90 | -1.07 | -0.67 | -0.81 | 0.41 | 0.42 | -0.25 | -0.01 | 1.25 | 2.41 | 8.65 |
| Standard Deviation(%) | NA | 49.13 | 58.73 | 51.90 | 45.42 | NA | NA | … | … | 58.08 | 54.28 | 59.05 | 55.80 | 42.21 | 48.65 | 54.97 | 32.28 | 27.99 | 21.12 | 25.05 | 23.27 | 37.00 |
| Draw Down(%) | NA | 45.08 | 82.26 | 90.49 | 93.06 | NA | NA | … | … | 45.08 | 30.08 | 58.33 | 65.78 | 30.41 | 53.59 | 39.84 | 33.63 | 19.23 | 13.72 | 14.12 | 9.25 | 3.46 |
| Yield(%) | 0.00 | 0.71 | 0.62 | 0.84 | 2.10 | 2.66 | 2.00 | … | … | 0.16 | 0.82 | 1.74 | 0.96 | 0.70 | 2.46 | 2.94 | 2.51 | 3.04 | 2.90 | 2.81 | 3.11 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/12/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRVR (James River Group Holdings, Ltd.) |
-44.04%
Sep 2021 – Sep 2024 |
-34.57%
Oct 2020 – Oct 2025 |
-17.58%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRVR (James River Group Holdings, Ltd.) |
27.78%
Jan 2015 – Jan 2018 |
19.93%
Jan 2015 – Jan 2020 |
-10.26%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart