Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNLC (Security National Corporation) | 0.99% | 18.22% | 13.39% | 10.57% | 9.35% | 11.04% | 7.08% | … | … |
Data as of 02/19/2026, Common starting date is 02/25/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNLC (Security National Corporation) | 02/25/2000 | 02/19/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.22 | 13.39 | 10.57 | 9.35 | 11.04 | 7.08 | … | … | 0.99 | 29.58 | -1.19 | 13.60 | 5.80 | 8.60 | -13.60 | 19.70 | 19.60 | 11.50 | 7.54 | 5.57 | 29.00 | 17.25 | 18.54 | -0.84 | 4.11 | -15.24 | -15.44 | 7.83 | 3.04 | 9.86 | 9.57 | 38.13 | 14.31 | 3.10 | 57,738.51 |
| Sharpe Ratio | NA | 0.34 | 0.30 | 0.19 | 0.16 | NA | NA | … | … | 0.40 | 0.59 | -0.14 | 0.56 | 0.17 | 0.12 | -0.34 | 0.26 | 0.22 | 0.95 | 0.80 | 0.35 | 1.29 | 1.17 | 1.04 | -0.06 | 0.18 | -0.68 | -0.68 | 0.41 | -0.01 | 0.41 | 1.05 | 2.48 | 1.13 | 0.06 | 260.82 |
| Standard Deviation(%) | NA | 44.89 | 34.21 | 42.30 | 48.21 | NA | NA | … | … | 12.72 | 46.38 | 33.32 | 18.03 | 24.82 | 73.55 | 40.21 | 71.19 | 84.63 | 11.46 | 9.12 | 15.62 | 22.41 | 14.68 | 18.01 | 14.12 | 22.88 | 22.63 | 24.11 | 11.48 | 52.33 | 18.68 | 8.18 | 15.07 | 11.67 | 10.51 | 685.66 |
| Draw Down(%) | NA | 16.27 | 16.27 | 30.85 | 40.30 | NA | NA | … | … | 2.25 | 16.27 | 11.41 | 7.14 | 7.40 | 30.85 | 25.80 | 32.43 | 37.66 | 3.41 | 4.00 | 6.12 | 7.53 | 6.34 | 12.14 | 10.66 | 14.38 | 16.00 | 22.06 | 4.23 | 29.23 | 7.58 | 5.17 | 3.67 | 3.23 | 6.72 | 5.97 |
| Yield(%) | 0.00 | 0.99 | 2.19 | 2.77 | 3.62 | 5.51 | 3.63 | … | … | 0.00 | 1.09 | 0.71 | 4.65 | 3.26 | 3.51 | 0.86 | 5.04 | 4.84 | 4.10 | 1.12 | 1.11 | 6.76 | 1.56 | 11.67 | 1.63 | 6.32 | 1.41 | 1.12 | 9.68 | 1.11 | 8.90 | 1.20 | 13.33 | 1.67 | 7.54 | 228.57 |
Data as of 02/19/2026, Common starting date is 02/25/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNLC (Security National Corporation) |
-15.50%
Aug 2006 – Aug 2009 |
-10.05%
Aug 2006 – Aug 2011 |
1.22%
Aug 2006 – Aug 2016 |
3.77%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNLC (Security National Corporation) |
779.00%
Mar 2000 – Mar 2003 |
300.01%
Mar 2000 – Mar 2005 |
96.42%
Mar 2000 – Mar 2010 |
64.27%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison Chart