Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYAN (Ryan Specialty Holdings, Inc.) | -37.92% | -54.08% | -7.99% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/22/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYAN (Ryan Specialty Holdings, Inc.) | 07/22/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | -54.08 | -7.99 | NA | NA | NA | NA | … | … | -37.92 | -18.92 | 50.57 | 3.64 | 2.87 | 46.73 |
| Sharpe Ratio | NA | -1.42 | -0.32 | NA | NA | NA | NA | … | … | -1.43 | -0.69 | 1.75 | 0.00 | 0.03 | 4.31 |
| Standard Deviation(%) | NA | 39.84 | 31.51 | NA | NA | NA | NA | … | … | 49.94 | 31.60 | 26.87 | 23.44 | 46.43 | 31.38 |
| Draw Down(%) | NA | 58.86 | 60.94 | NA | NA | NA | NA | … | … | 44.30 | 33.00 | 16.25 | 18.78 | 30.16 | 10.54 |
| Yield(%) | 0.00 | 0.71 | 1.04 | 0.95 | 0.47 | 0.32 | 0.24 | … | … | 0.51 | 0.77 | 1.31 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYAN (Ryan Specialty Holdings, Inc.) |
-7.16%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYAN (Ryan Specialty Holdings, Inc.) |
25.76%
Nov 2021 – Nov 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart