Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/20/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| UFCS (United Fire Group, Inc.) | 7.67% | 0.46% | 26.54% | 1.43% | 4.08% | 2.21% | 5.10% | 1.29% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UFCS (United Fire Group, Inc.) | 03/18/1980 | 05/20/2025 |
The return data shown below all have the same latest date: 05/20/2025.
AR inception is since 03/18/1980.
AR inception is since 03/18/1980.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.92 | 26.54 | 1.43 | 4.08 | 2.21 | 5.10 | 1.29 | 7.67 | 0.46 | 45.32 | -24.30 | 20.49 | -5.52 | -40.30 | -18.88 | 31.05 | -4.96 | 31.28 | 32.28 | 6.59 | 34.52 | 11.28 | -6.70 | 26.10 | -39.35 | 8.99 | -16.18 | -11.48 | 21.48 | 70.20 | 23.32 | 19.46 | 48.98 | -9.28 | -32.71 | -24.01 | 25.53 | 25.89 | 51.81 | 6.41 | -6.02 | 38.33 | 30.43 | 4.94 | 7.79 | 17.31 | -21.21 | 52.31 | 96.97 | -48.44 | 0.79 | 11.80 | 20.34 | 14.56 |
| Sharpe Ratio | NA | 0.47 | -0.08 | 0.07 | 0.02 | NA | NA | 0.13 | 0.01 | 0.98 | -0.81 | 0.37 | -0.15 | -0.61 | -0.75 | 1.14 | -0.24 | 1.26 | 1.21 | 0.22 | 0.94 | 0.32 | -0.14 | 0.71 | -0.71 | 0.11 | -0.58 | -0.57 | 0.64 | 2.67 | 0.77 | 0.55 | 1.06 | -0.29 | -1.06 | -0.90 | 0.56 | 0.38 | 1.30 | 0.08 | -0.21 | 0.92 | 0.62 | -0.02 | 0.16 | 0.48 | -0.65 | 1.31 | 2.48 | -1.69 | -0.56 | 0.12 | 0.38 | 0.59 |
| Standard Deviation(%) | NA | 38.70 | 41.55 | 42.64 | 38.61 | NA | NA | 37.67 | 32.96 | 39.69 | 35.58 | 52.40 | 38.11 | 66.57 | 27.18 | 26.25 | 23.81 | 24.67 | 26.70 | 30.11 | 36.82 | 35.55 | 47.07 | 36.78 | 55.83 | 74.15 | 33.43 | 25.98 | 30.07 | 25.92 | 29.44 | 33.41 | 44.87 | 46.56 | 33.88 | 30.33 | 39.07 | 58.29 | 36.90 | 40.83 | 39.19 | 38.72 | 42.82 | 20.95 | 12.96 | 26.48 | 38.70 | 36.43 | 37.00 | 32.47 | 9.45 | 34.73 | 26.79 | 18.68 |
| Draw Down(%) | NA | 21.46 | 47.99 | 47.99 | 64.51 | NA | NA | 69.89 | 13.53 | 24.94 | 40.55 | 31.87 | 42.75 | 57.72 | 24.22 | 18.33 | 19.07 | 15.46 | 10.62 | 14.52 | 19.09 | 28.28 | 33.27 | 18.34 | 48.81 | 64.74 | 32.27 | 33.12 | 14.93 | 15.99 | 15.66 | 16.57 | 28.56 | 31.31 | 44.64 | 27.81 | 14.89 | 25.00 | 10.14 | 9.76 | 18.13 | 8.87 | 26.41 | 17.14 | 7.25 | 10.19 | 37.12 | 27.66 | 22.92 | 54.69 | 7.87 | 21.83 | 39.18 | 10.00 |
| Yield(%) | 0.00 | 2.78 | 2.17 | 2.61 | 3.85 | 4.83 | 2.37 | 22.11 | 0.56 | 3.13 | 2.32 | 2.66 | 2.41 | 2.60 | 2.37 | 9.29 | 2.21 | 2.62 | 2.97 | 2.81 | 3.03 | 2.93 | 2.59 | 3.25 | 1.97 | 2.04 | 1.58 | 1.24 | 1.42 | 2.68 | 2.25 | 2.57 | 3.65 | 3.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UFCS (United Fire Group, Inc.) |
-25.42%
Oct 2018 - Oct 2021 |
-16.03%
Dec 2018 - Dec 2023 |
-1.84%
Oct 2014 - Oct 2024 |
-2.38%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UFCS (United Fire Group, Inc.) |
41.79%
Jan 2003 - Jan 2006 |
45.14%
Jun 2000 - Jun 2005 |
20.53%
Oct 1987 - Oct 1997 |
17.47%
Sep 1990 - Sep 2005 |
Annualized Rolling Returns Comparison Chart