Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TIPT (Tiptree Inc.) | -3.68% | -20.15% | 10.78% | 13.27% | 14.22% | 8.68% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TIPT (Tiptree Inc.) | 10/18/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -20.15 | 10.78 | 13.27 | 14.22 | 8.68 | NA | … | … | -3.68 | -11.42 | 12.76 | 38.80 | 1.39 | 179.67 | -36.44 | 49.06 | -4.00 | -1.45 | 1.92 | -23.00 | 10.35 | 0.33 | 24.81 | 45.26 | 11.76 |
| Sharpe Ratio | NA | -0.52 | 0.26 | 0.28 | 0.28 | NA | NA | … | … | -0.05 | -0.35 | 0.26 | 1.17 | 0.00 | 2.61 | -0.51 | 1.64 | -0.18 | -0.05 | 0.04 | -0.47 | 0.21 | 0.01 | 0.50 | 0.78 | 0.83 |
| Standard Deviation(%) | NA | 36.81 | 35.01 | 37.20 | 44.13 | NA | NA | … | … | 23.75 | 41.50 | 34.97 | 30.20 | 36.54 | 68.88 | 71.14 | 28.93 | 30.84 | 39.76 | 41.65 | 49.35 | 49.91 | 47.18 | 49.75 | 58.24 | 86.15 |
| Draw Down(%) | NA | 37.87 | 37.87 | 39.05 | 45.47 | NA | NA | … | … | 13.58 | 32.68 | 24.03 | 25.51 | 28.83 | 42.34 | 44.59 | 13.66 | 27.98 | 21.48 | 22.84 | 34.90 | 33.01 | 17.64 | 25.28 | 22.61 | 17.00 |
| Yield(%) | 0.00 | 1.08 | 2.35 | 2.55 | 3.57 | 2.91 | 3.84 | … | … | 0.67 | 1.18 | 2.62 | 1.42 | 1.14 | 3.24 | 1.97 | 2.75 | 2.23 | 1.90 | 1.76 | 1.26 | 0.00 | 2.33 | 8.31 | 8.53 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIPT (Tiptree Inc.) |
-12.56%
May 2014 – May 2017 |
-8.62%
Apr 2014 – Apr 2019 |
2.47%
Jan 2011 – Jan 2021 |
8.90%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIPT (Tiptree Inc.) |
59.40%
Jan 2021 – Jan 2024 |
38.24%
Mar 2020 – Mar 2025 |
16.83%
Aug 2015 – Aug 2025 |
12.89%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart