Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRI (Primerica, Inc.) | 0.70% | -2.19% | 13.04% | 11.04% | 17.56% | 20.04% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRI (Primerica, Inc.) | 04/01/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.72 | -2.19 | 13.04 | 11.04 | 17.56 | 20.04 | NA | … | … | 0.70 | -3.33 | 33.62 | 47.07 | -5.94 | 15.86 | 3.91 | 35.10 | -2.87 | 48.22 | 48.36 | -11.79 | 27.77 | 44.71 | 30.27 | -3.75 | 23.47 |
| Sharpe Ratio | NA | -0.04 | 0.52 | 0.38 | 0.56 | NA | NA | … | … | 0.50 | -0.24 | 1.40 | 1.81 | -0.23 | 0.60 | 0.07 | 1.39 | -0.15 | 1.99 | 1.44 | -0.44 | 1.23 | 2.49 | 1.63 | -0.12 | 1.03 |
| Standard Deviation(%) | NA | 21.50 | 22.93 | 25.91 | 30.33 | NA | NA | … | … | 22.50 | 25.92 | 21.43 | 24.21 | 32.02 | 26.51 | 54.88 | 24.13 | 27.92 | 24.02 | 33.42 | 26.67 | 22.64 | 17.92 | 18.76 | 31.36 | 31.20 |
| Draw Down(%) | NA | 13.28 | 19.55 | 36.66 | 54.46 | NA | NA | … | … | 10.58 | 17.25 | 17.99 | 17.63 | 28.74 | 18.98 | 54.31 | 16.46 | 28.29 | 16.38 | 15.46 | 24.80 | 12.49 | 12.45 | 12.63 | 25.57 | 20.53 |
| Yield(%) | 0.00 | 1.67 | 1.99 | 1.90 | 3.72 | 7.96 | 6.08 | … | … | 0.93 | 1.53 | 1.59 | 1.83 | 1.42 | 1.45 | 1.21 | 1.40 | 0.99 | 1.11 | 1.53 | 1.20 | 1.14 | 1.42 | 1.01 | 0.37 | 0.05 |
Data as of 06/04/2026, Common starting date is 04/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRI (Primerica, Inc.) |
0.34%
Sep 2019 – Sep 2022 |
8.24%
Dec 2017 – Dec 2022 |
17.12%
Sep 2012 – Sep 2022 |
17.85%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRI (Primerica, Inc.) |
45.11%
Feb 2016 – Feb 2019 |
30.95%
Nov 2012 – Nov 2017 |
23.76%
May 2011 – May 2021 |
20.40%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart