Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMIR (The PMI Group Inc) | -4.00% | -4.00% | -52.22% | -0.81% | -21.78% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMIR (The PMI Group Inc) | 11/01/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.00 | -52.22 | -0.81 | -21.78 | NA | NA | … | … | -4.00 | 0.00 | -92.38 | 89.60 | 138.62 | 400.00 | 0.00 | -75.00 | 11.11 | -10.00 | -60.78 | -57.50 | 0.00 | -25.00 |
| Sharpe Ratio | NA | -1.63 | -0.32 | -0.02 | -0.17 | NA | NA | … | … | -1.87 | 0.00 | -0.38 | 0.98 | 0.81 | 5.41 | 0.00 | -0.45 | 0.27 | -0.45 | -0.92 | -0.53 | 0.00 | -1.67 |
| Standard Deviation(%) | NA | 4.09 | 153.62 | 166.52 | 138.76 | NA | NA | … | … | 6.42 | NA | 258.44 | 87.87 | 170.43 | 200.73 | 140.64 | 170.36 | 35.91 | 23.78 | 65.83 | 109.25 | 139.22 | 50.06 |
| Draw Down(%) | NA | 4.00 | 92.68 | 92.68 | 92.68 | NA | NA | … | … | 4.00 | 0.00 | 92.38 | 38.27 | 51.72 | 0.00 | 68.75 | 75.00 | 15.56 | 19.05 | 64.29 | 62.50 | 56.88 | 25.00 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMIR (The PMI Group Inc) |
-53.78%
Apr 2023 – Apr 2026 |
-47.75%
May 2014 – May 2019 |
-27.23%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMIR (The PMI Group Inc) |
135.85%
Dec 2020 – Dec 2023 |
61.34%
May 2019 – May 2024 |
-2.27%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart