Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLMR (Palomar Holdings, Inc.) | -23.37% | -39.89% | 23.25% | 7.31% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLMR (Palomar Holdings, Inc.) | 04/18/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.80 | -39.89 | 23.25 | 7.31 | NA | NA | NA | … | … | -23.37 | 27.64 | 88.09 | 22.90 | -30.28 | -27.09 | 75.96 | 172.92 |
| Sharpe Ratio | NA | -1.01 | 0.72 | 0.13 | NA | NA | NA | … | … | -1.37 | 0.62 | 2.20 | 0.47 | -0.56 | -0.61 | 1.11 | 6.76 |
| Standard Deviation(%) | NA | 36.83 | 38.09 | 42.83 | NA | NA | NA | … | … | 33.30 | 40.64 | 37.55 | 39.81 | 57.02 | 44.36 | 67.84 | 46.76 |
| Draw Down(%) | NA | 39.07 | 39.07 | 53.81 | NA | NA | NA | … | … | 21.33 | 37.44 | 14.09 | 22.95 | 53.14 | 46.15 | 44.73 | 12.45 |
| Yield(%) | 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 04/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLMR (Palomar Holdings, Inc.) |
-23.14%
Aug 2020 – Aug 2023 |
1.83%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLMR (Palomar Holdings, Inc.) |
43.97%
Dec 2022 – Dec 2025 |
29.61%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart