Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGA (Reinsurance Group of America, Incorporated) | -1.86% | 1.02% | 13.58% | 11.31% | 9.22% | 10.08% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGA (Reinsurance Group of America, Incorporated) | 09/12/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.22 | 1.02 | 13.58 | 11.31 | 9.22 | 10.08 | NA | … | … | -1.86 | -2.97 | 34.38 | 16.39 | 33.04 | -3.21 | -27.03 | 18.29 | -8.72 | 24.33 | 49.47 | -0.87 | 15.00 | 47.04 | 4.02 | -1.68 | 14.11 | 12.36 | -10.49 |
| Sharpe Ratio | NA | -0.10 | 0.43 | 0.34 | 0.23 | NA | NA | … | … | -0.15 | -0.20 | 1.36 | 0.52 | 1.01 | -0.10 | -0.37 | 1.00 | -0.46 | 1.49 | 2.71 | -0.05 | 0.96 | 2.78 | 0.18 | -0.05 | 0.54 | 0.25 | -0.32 |
| Standard Deviation(%) | NA | 23.22 | 24.90 | 27.88 | 32.96 | NA | NA | … | … | 23.99 | 29.70 | 22.69 | 24.72 | 31.42 | 32.42 | 73.30 | 16.82 | 22.23 | 16.00 | 18.18 | 19.67 | 15.66 | 16.93 | 22.01 | 35.92 | 26.04 | 48.14 | 97.56 |
| Draw Down(%) | NA | 14.06 | 27.11 | 27.11 | 65.76 | NA | NA | … | … | 11.77 | 26.84 | 14.69 | 19.52 | 16.11 | 28.41 | 65.05 | 10.92 | 20.99 | 9.52 | 9.09 | 14.95 | 13.11 | 12.24 | 18.57 | 29.24 | 21.84 | 49.48 | 42.58 |
| Yield(%) | 0.00 | 1.86 | 2.49 | 2.61 | 2.88 | 3.73 | 3.69 | … | … | 0.91 | 1.69 | 2.13 | 2.33 | 2.72 | 2.56 | 1.70 | 1.86 | 1.42 | 1.46 | 1.87 | 1.60 | 1.67 | 1.95 | 1.58 | 1.09 | 1.24 | 0.86 | 0.19 |
Data as of 06/04/2026, Common starting date is 09/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGA (Reinsurance Group of America, Incorporated) |
-13.81%
Jul 2017 – Jul 2020 |
-3.26%
Nov 2016 – Nov 2021 |
6.27%
Mar 2010 – Mar 2020 |
9.88%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGA (Reinsurance Group of America, Incorporated) |
36.91%
Nov 2021 – Nov 2024 |
27.61%
Nov 2012 – Nov 2017 |
19.74%
Feb 2009 – Feb 2019 |
15.17%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart