Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QBEIF (QBE Insurance Group Limited) | 24.62% | 34.78% | 24.76% | 21.91% | 7.51% | 4.08% | NA | 4.12% |
Data as of 07/11/2025, AR inception is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QBEIF (QBE Insurance Group Limited) | 02/17/2009 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.16 | 34.78 | 24.76 | 21.91 | 7.51 | 4.08 | NA | 4.12 | 24.62 | 32.88 | 5.71 | 14.92 | 28.41 | -26.32 | 39.15 | -13.08 | -1.38 | 4.84 | 4.08 | -8.15 | -7.55 | -8.97 | -24.28 | -13.23 | 51.58 |
| Sharpe Ratio | NA | 0.70 | 0.66 | 0.64 | 0.18 | NA | NA | 0.08 | 1.26 | 0.91 | 0.05 | 0.41 | 1.19 | -0.41 | 1.64 | -0.74 | -0.07 | 0.12 | 0.13 | -0.29 | -0.20 | -0.25 | -0.57 | -0.38 | 1.06 |
| Standard Deviation(%) | NA | 36.98 | 31.86 | 32.60 | 34.07 | NA | NA | 36.47 | 38.57 | 29.07 | 26.83 | 33.18 | 23.95 | 64.84 | 23.01 | 19.56 | 26.98 | 38.26 | 31.32 | 28.28 | 38.83 | 36.62 | 42.99 | 34.71 | 57.02 |
| Draw Down(%) | NA | 14.03 | 15.02 | 27.48 | 48.34 | NA | NA | 65.49 | 11.51 | 15.02 | 14.88 | 18.08 | 10.82 | 48.34 | 14.64 | 18.42 | 22.92 | 26.61 | 26.68 | 27.62 | 42.10 | 27.71 | 40.09 | 35.65 | 36.48 |
| Yield(%) | 0.00 | 2.94 | 4.00 | 4.26 | 3.26 | 2.95 | 2.54 | 3.17 | 0.00 | 6.93 | 3.13 | 3.00 | 1.68 | 3.36 | 5.89 | 2.59 | 5.65 | 5.71 | 4.75 | 3.47 | 2.51 | 5.25 | 6.92 | 4.14 | 5.23 |
Data as of 07/11/2025, AR inception is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QBEIF (QBE Insurance Group Limited) |
-15.75%
Dec 2009 - Dec 2012 |
-12.67%
Dec 2009 - Dec 2014 |
-7.99%
Apr 2010 - Apr 2020 |
-0.17%
Sep 2009 - Sep 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QBEIF (QBE Insurance Group Limited) |
28.03%
Mar 2022 - Mar 2025 |
27.67%
May 2020 - May 2025 |
8.50%
Jan 2015 - Jan 2025 |
4.11%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart