Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSREF (Swiss Re AG) | -7.82% | -13.21% | 19.61% | 14.89% | 11.69% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSREF (Swiss Re AG) | 08/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.72 | -13.21 | 19.61 | 14.89 | 11.69 | NA | NA | … | … | -7.82 | 21.68 | 36.59 | 26.26 | 2.73 | 12.85 | -10.31 | 30.43 | 2.98 | 4.07 | 1.69 | 24.34 | 2.38 | 31.11 | 15.45 |
| Sharpe Ratio | NA | -0.40 | 0.88 | 0.55 | 0.40 | NA | NA | … | … | -0.19 | 0.98 | 1.62 | 1.09 | 0.04 | 0.54 | -0.21 | 1.91 | 0.07 | 0.22 | 0.06 | 1.45 | 0.19 | 1.46 | 2.92 |
| Standard Deviation(%) | NA | 24.59 | 21.09 | 25.40 | 26.87 | NA | NA | … | … | 28.97 | 19.36 | 20.36 | 20.83 | 35.80 | 23.89 | 50.59 | 15.14 | 22.30 | 15.56 | 23.91 | 16.74 | 12.56 | 21.24 | 14.93 |
| Draw Down(%) | NA | 18.26 | 18.26 | 31.16 | 54.24 | NA | NA | … | … | 11.92 | 17.58 | 13.03 | 7.86 | 31.16 | 14.08 | 54.24 | 6.98 | 15.18 | 10.69 | 13.73 | 9.49 | 16.06 | 14.63 | 3.33 |
| Yield(%) | 0.00 | 5.75 | 8.15 | 7.64 | 7.41 | 9.46 | 7.09 | … | … | 6.05 | 5.12 | 6.12 | 6.71 | 6.44 | 6.94 | 5.44 | 6.07 | 5.47 | 5.15 | 4.82 | 8.88 | 9.87 | 3.59 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSREF (Swiss Re AG) |
-3.48%
Oct 2019 – Oct 2022 |
0.14%
May 2015 – May 2020 |
7.61%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSREF (Swiss Re AG) |
42.73%
Oct 2022 – Oct 2025 |
28.73%
May 2020 – May 2025 |
14.33%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart