Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSREY (Swiss Re Ltd) | -7.63% | -11.44% | 18.79% | 15.42% | 11.99% | 13.62% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/31/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSREY (Swiss Re Ltd) | 05/31/2011 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.63 | -11.44 | 18.79 | 15.42 | 11.99 | 13.62 | NA | … | … | -7.63 | 20.95 | 36.13 | 28.14 | 1.07 | 11.25 | -9.47 | 37.95 | 3.40 | 4.02 | 1.63 | 25.52 | 1.21 | 40.45 | 51.03 | -15.40 |
| Sharpe Ratio | NA | -0.60 | 0.75 | 0.56 | 0.43 | NA | NA | … | … | -0.68 | 0.76 | 1.56 | 1.15 | -0.01 | 0.62 | -0.21 | 2.43 | 0.11 | 0.24 | 0.06 | 1.49 | 0.08 | 2.03 | 2.04 | -0.48 |
| Standard Deviation(%) | NA | 23.36 | 22.01 | 22.97 | 24.43 | NA | NA | … | … | 24.71 | 23.95 | 20.80 | 21.46 | 27.22 | 18.16 | 45.73 | 15.01 | 19.05 | 13.92 | 21.82 | 17.10 | 14.20 | 19.91 | 25.24 | 51.81 |
| Draw Down(%) | NA | 19.30 | 19.30 | 32.48 | 52.67 | NA | NA | … | … | 12.08 | 18.22 | 13.18 | 13.21 | 32.48 | 14.03 | 52.67 | 8.27 | 14.67 | 11.19 | 13.98 | 9.35 | 16.79 | 10.24 | 15.21 | 30.62 |
| Yield(%) | 0.00 | 4.58 | 7.23 | 7.31 | 7.52 | 11.11 | 8.37 | … | … | 4.77 | 5.09 | 6.09 | 6.70 | 6.30 | 5.88 | 5.37 | 12.27 | 5.66 | 5.13 | 4.67 | 9.16 | 9.98 | 10.59 | 6.36 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/31/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSREY (Swiss Re Ltd) |
-4.67%
Oct 2019 – Oct 2022 |
1.38%
May 2015 – May 2020 |
8.67%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSREY (Swiss Re Ltd) |
43.31%
Sep 2022 – Sep 2025 |
28.51%
May 2020 – May 2025 |
15.30%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart