Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCY (Mercury General Corporation) | 4.08% | 55.36% | 52.79% | 13.24% | 10.71% | 11.00% | 7.74% | … | … |
Data as of 06/04/2026, Common starting date is 11/20/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCY (Mercury General Corporation) | 11/20/1985 | 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 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | 55.36 | 52.79 | 13.24 | 10.71 | 11.00 | 7.74 | … | … | 4.08 | 43.93 | 82.26 | 13.62 | -32.59 | 6.18 | 13.44 | -1.23 | 1.68 | -7.23 | 35.26 | -13.84 | 19.76 | 32.56 | -7.81 | 12.58 | 15.88 | -8.14 | -3.03 | -1.77 | -6.10 | 0.13 | 32.38 | 27.78 | -11.50 | 1.68 | 104.21 | -49.22 | -20.70 | 110.48 | 9.95 | 66.09 | -4.17 | 8.11 | 81.97 | 40.23 | 46.22 | 19.00 | -9.91 | -20.14 | -12.03 | 2.60 |
| Sharpe Ratio | NA | 2.06 | 1.40 | 0.30 | 0.29 | NA | NA | … | … | 0.31 | 1.04 | 2.50 | 0.28 | -0.91 | 0.29 | 0.31 | -0.11 | 0.01 | -0.39 | 1.59 | -0.69 | 1.10 | 1.82 | -0.45 | 0.43 | 0.89 | -0.20 | -0.07 | -0.27 | -0.50 | -0.13 | 1.75 | 1.37 | -0.48 | -0.03 | 2.76 | -1.71 | -0.54 | 4.26 | 0.23 | 2.69 | -0.27 | 0.19 | 2.10 | 0.88 | 1.04 | 0.40 | -0.46 | -0.51 | -0.41 | 0.89 |
| Standard Deviation(%) | NA | 26.06 | 35.36 | 34.07 | 31.80 | NA | NA | … | … | 29.41 | 40.26 | 31.44 | 35.36 | 37.30 | 21.28 | 42.82 | 24.44 | 31.53 | 20.40 | 22.05 | 19.99 | 17.92 | 17.84 | 17.53 | 29.16 | 17.66 | 40.70 | 56.10 | 18.18 | 19.08 | 16.16 | 17.93 | 19.77 | 26.25 | 29.74 | 36.25 | 30.79 | 44.60 | 24.94 | 27.58 | 23.12 | 26.49 | 31.60 | 37.50 | 41.19 | 38.79 | 32.74 | 32.33 | 47.86 | 40.27 | 24.38 |
| Draw Down(%) | NA | 12.87 | 39.99 | 54.30 | 55.26 | NA | NA | … | … | 12.87 | 29.03 | 15.44 | 26.67 | 48.32 | 23.20 | 35.40 | 26.19 | 21.20 | 15.49 | 9.94 | 20.52 | 13.56 | 9.57 | 19.59 | 20.03 | 16.43 | 50.68 | 40.34 | 12.94 | 16.19 | 13.17 | 11.06 | 11.64 | 24.63 | 26.01 | 21.00 | 53.71 | 52.12 | 10.48 | 22.44 | 13.53 | 18.25 | 26.45 | 24.48 | 29.73 | 22.52 | 21.21 | 27.64 | 48.24 | 37.50 | 10.63 |
| Yield(%) | 0.00 | 1.99 | 4.32 | 2.57 | 3.87 | 5.47 | 3.93 | … | … | 0.35 | 1.93 | 3.41 | 3.70 | 3.58 | 4.95 | 5.17 | 4.96 | 4.81 | 4.19 | 5.41 | 4.41 | 5.02 | 6.06 | 5.35 | 5.57 | 5.95 | 5.11 | 4.69 | 3.87 | 3.27 | 2.92 | 3.18 | 3.50 | 2.82 | 1.86 | 4.36 | 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 06/04/2026, Common starting date is 11/20/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCY (Mercury General Corporation) |
-19.56%
Jan 1986 – Jan 1989 |
-8.74%
Feb 2004 – Feb 2009 |
-0.83%
Mar 1998 – Mar 2008 |
0.41%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCY (Mercury General Corporation) |
67.72%
Oct 1990 – Oct 1993 |
41.85%
Oct 1990 – Oct 1995 |
36.05%
May 1988 – May 1998 |
21.91%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart