Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RZB (Reinsurance Group of America Inc) | 4.93% | 9.24% | 6.61% | 3.71% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/14/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RZB (Reinsurance Group of America Inc) | 06/14/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.52 | 9.24 | 6.61 | 3.71 | NA | NA | NA | … | … | 4.93 | 6.94 | 3.03 | 15.77 | -16.66 | 6.70 | 8.25 | 26.05 | -11.04 | 9.27 | -0.83 |
| Sharpe Ratio | NA | 1.42 | 0.55 | 0.13 | NA | NA | NA | … | … | 2.17 | 0.96 | -0.10 | 1.03 | -1.24 | 0.77 | 0.15 | 3.11 | -1.82 | 0.79 | -0.13 |
| Standard Deviation(%) | NA | 3.10 | 6.64 | 9.34 | NA | NA | NA | … | … | 2.78 | 4.24 | 5.95 | 11.81 | 14.65 | 8.63 | 51.49 | 7.90 | 6.85 | 10.90 | 13.32 |
| Draw Down(%) | NA | 0.97 | 7.53 | 18.93 | NA | NA | NA | … | … | 0.56 | 1.45 | 2.60 | 7.53 | 18.81 | 5.21 | 48.62 | 4.16 | 13.64 | 6.25 | 15.32 |
| Yield(%) | 1.42 | 5.85 | 5.79 | 5.14 | 4.88 | 3.25 | 2.44 | … | … | 2.88 | 5.80 | 5.67 | 6.12 | 4.93 | 5.06 | 5.00 | 5.99 | 5.21 | 2.71 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/14/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RZB (Reinsurance Group of America Inc) |
-1.26%
Dec 2019 – Dec 2022 |
1.54%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RZB (Reinsurance Group of America Inc) |
13.34%
Dec 2018 – Dec 2021 |
7.19%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart