Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSP (Insperity, Inc.) | -9.51% | -42.97% | -31.38% | -14.95% | 1.75% | 8.86% | 5.47% | … | … |
Data as of 06/04/2026, Common starting date is 01/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSP (Insperity, Inc.) | 01/29/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | -42.97 | -31.38 | -14.95 | 1.75 | 8.86 | 5.47 | … | … | -9.51 | -47.78 | -32.13 | 5.24 | -1.91 | 50.15 | -3.08 | -6.75 | 64.21 | 66.61 | 49.55 | 44.62 | 2.09 | 13.38 | 31.63 | -11.47 | 27.12 | 11.38 | -21.68 | -33.03 | 2.61 | 237.48 | -27.45 | 189.67 | -78.11 | 0.77 | 79.83 | 21.00 | -3.38 | 17.61 |
| Sharpe Ratio | NA | -0.68 | -0.65 | -0.40 | 0.01 | NA | NA | … | … | -0.27 | -0.93 | -1.02 | 0.05 | -0.09 | 1.64 | -0.04 | -0.14 | 1.83 | 2.14 | 1.40 | 1.45 | 0.08 | 0.48 | 1.31 | -0.29 | 0.58 | 0.24 | -0.35 | -0.78 | -0.02 | 4.44 | -0.62 | 2.98 | -0.64 | -0.02 | 0.94 | 0.20 | -0.11 | 0.36 |
| Standard Deviation(%) | NA | 68.17 | 50.58 | 44.30 | 47.81 | NA | NA | … | … | 81.89 | 54.41 | 35.05 | 32.62 | 37.81 | 30.60 | 78.38 | 59.32 | 34.50 | 31.01 | 35.25 | 30.80 | 25.18 | 27.55 | 24.25 | 39.81 | 46.33 | 46.12 | 65.09 | 46.58 | 47.52 | 52.97 | 45.78 | 63.40 | 124.30 | 79.50 | 80.32 | 87.85 | 64.61 | 42.82 |
| Draw Down(%) | NA | 67.43 | 82.53 | 82.82 | 83.15 | NA | NA | … | … | 56.72 | 65.43 | 37.79 | 27.09 | 27.77 | 13.91 | 71.99 | 52.67 | 27.32 | 24.29 | 20.06 | 21.91 | 25.24 | 21.09 | 21.67 | 36.85 | 33.66 | 28.84 | 55.38 | 34.19 | 46.87 | 23.67 | 48.42 | 30.06 | 92.58 | 50.02 | 43.37 | 64.93 | 52.78 | 41.67 |
| Yield(%) | 0.00 | 3.76 | 2.00 | 2.86 | 5.09 | 9.90 | 5.79 | … | … | 3.11 | 3.18 | 2.00 | 1.97 | 1.71 | 4.75 | 1.84 | 1.30 | 1.41 | 4.41 | 2.00 | 2.56 | 7.64 | 2.06 | 2.51 | 2.01 | 2.16 | 2.38 | 1.64 | 1.04 | 0.83 | 2.24 | 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 01/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSP (Insperity, Inc.) |
-41.93%
Feb 2023 – Feb 2026 |
-23.97%
Aug 1997 – Aug 2002 |
-5.28%
Aug 2000 – Aug 2010 |
2.35%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSP (Insperity, Inc.) |
137.74%
Aug 2002 – Aug 2005 |
67.46%
Aug 2002 – Aug 2007 |
32.69%
Feb 2009 – Feb 2019 |
27.86%
Aug 2002 – Aug 2017 |
Annualized Rolling Returns Comparison Chart