Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NFYEF (NFI Group Inc) | 46.28% | 49.73% | 34.84% | -4.38% | -4.12% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NFYEF (NFI Group Inc) | 09/08/2011 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.02 | 49.73 | 34.84 | -4.38 | -4.12 | NA | NA | … | … | 46.28 | 19.96 | -6.72 | 48.64 | -55.29 | -12.21 | -3.15 | -11.05 | -40.59 | 42.90 | 54.58 | 80.28 | 22.27 | 19.91 | 69.94 | -10.34 |
| Sharpe Ratio | NA | 0.98 | 0.75 | -0.13 | -0.11 | NA | NA | … | … | 3.77 | 0.34 | -0.36 | 0.83 | -0.92 | -0.24 | -0.04 | -0.30 | -1.34 | 1.79 | 1.75 | 2.62 | 1.31 | 0.97 | 2.46 | -0.64 |
| Standard Deviation(%) | NA | 39.03 | 42.77 | 51.17 | 50.40 | NA | NA | … | … | 41.38 | 51.71 | 37.39 | 54.16 | 62.09 | 50.53 | 87.49 | 41.56 | 31.45 | 23.74 | 31.13 | 30.62 | 17.05 | 20.58 | 28.71 | 45.62 |
| Draw Down(%) | NA | 35.67 | 51.46 | 78.44 | 86.89 | NA | NA | … | … | 14.39 | 35.67 | 34.63 | 40.71 | 61.64 | 40.97 | 75.04 | 34.88 | 49.10 | 15.39 | 18.50 | 10.52 | 15.43 | 13.75 | 23.56 | 21.84 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.78 | 1.76 | 8.34 | 6.25 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.77 | 4.94 | 2.91 | 5.66 | 2.52 | 3.13 | 3.38 | 3.84 | 4.96 | 6.74 | 11.84 | 3.36 |
Data as of 06/03/2026, Common starting date is 09/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFYEF (NFI Group Inc) |
-32.64%
Oct 2017 – Oct 2020 |
-32.71%
Apr 2018 – Apr 2023 |
-4.20%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFYEF (NFI Group Inc) |
68.09%
Jan 2015 – Jan 2018 |
52.70%
Jun 2012 – Jun 2017 |
18.46%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart