Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LINSA (Life Insurance Company Of Alabama) | 12.82% | 41.03% | -23.85% | -13.44% | -2.59% | NA | NA | … | … |
Data as of 04/13/2026, Common starting date is 11/09/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LINSA (Life Insurance Company Of Alabama) | 11/09/2012 | 04/13/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 41.03 | -23.85 | -13.44 | -2.59 | NA | NA | … | … | 12.82 | -35.48 | -34.27 | -24.07 | 33.75 | -6.43 | 53.66 | -8.53 | 2.97 | 4.90 | 7.49 | 6.24 | 14.30 | 4.77 | 3.45 |
| Sharpe Ratio | NA | 0.62 | -0.54 | -0.22 | -0.08 | NA | NA | … | … | 2.25 | -0.51 | -1.07 | -0.97 | 0.28 | -0.10 | 0.89 | -0.39 | 0.05 | 0.37 | 0.40 | 0.43 | 0.42 | 0.25 | 4.41 |
| Standard Deviation(%) | NA | 61.33 | 50.03 | 71.52 | 55.92 | NA | NA | … | … | 23.05 | 76.81 | 35.56 | 28.67 | 115.71 | 65.47 | 59.62 | 25.60 | 32.09 | 11.62 | 18.00 | 14.39 | 34.21 | 18.84 | 6.47 |
| Draw Down(%) | NA | 32.73 | 72.41 | 77.59 | 77.59 | NA | NA | … | … | 0.00 | 51.03 | 40.63 | 24.07 | 53.85 | 25.00 | 36.14 | 19.60 | 14.80 | 5.86 | 8.99 | 7.46 | 14.84 | 9.61 | 0.00 |
| Yield(%) | 0.00 | 2.50 | 1.28 | 1.17 | 1.99 | 1.96 | 1.47 | … | … | 0.00 | 1.29 | 1.67 | 1.25 | 0.00 | 1.53 | 2.27 | 2.06 | 2.05 | 2.11 | 2.21 | 2.58 | 1.35 | 1.40 | 0.00 |
Data as of 04/13/2026, Common starting date is 11/09/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LINSA (Life Insurance Company Of Alabama) |
-37.41%
Aug 2022 – Aug 2025 |
-16.62%
Dec 2020 – Dec 2025 |
-6.70%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LINSA (Life Insurance Company Of Alabama) |
40.40%
Mar 2020 – Mar 2023 |
15.51%
Jul 2016 – Jul 2021 |
10.02%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart