Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UVE (Universal Insurance Holdings, Inc.) | 11.41% | 38.92% | 38.56% | 25.95% | 10.38% | 18.98% | 24.46% | … | … |
Data as of 06/05/2026, Common starting date is 06/06/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UVE (Universal Insurance Holdings, Inc.) | 06/06/2003 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.86 | 38.92 | 38.56 | 25.95 | 10.38 | 18.98 | 24.46 | … | … | 11.41 | 64.65 | 36.01 | 56.60 | -34.30 | 17.20 | -44.02 | -24.24 | 41.44 | -0.90 | 26.49 | 16.44 | 46.57 | 251.12 | 33.54 | -20.67 | -11.92 | 170.91 | -61.78 | 171.97 | 262.34 | 1,440.00 | 0.00 | 25.00 |
| Sharpe Ratio | NA | 1.04 | 0.95 | 0.54 | 0.21 | NA | NA | … | … | 0.64 | 1.87 | 0.76 | 1.09 | -0.69 | 0.59 | -0.76 | -0.79 | 1.27 | -0.04 | 0.63 | 0.26 | 1.01 | 6.00 | 1.13 | -0.54 | -0.37 | 3.42 | -0.69 | 2.29 | 2.61 | 5.93 | -0.01 | 0.16 |
| Standard Deviation(%) | NA | 36.23 | 37.61 | 42.45 | 41.70 | NA | NA | … | … | 39.44 | 33.22 | 42.69 | 49.10 | 51.77 | 28.89 | 58.34 | 32.42 | 31.72 | 38.65 | 41.89 | 63.29 | 46.02 | 41.85 | 29.83 | 38.20 | 32.82 | 50.01 | 90.11 | 74.29 | 99.78 | 242.45 | 143.07 | 303.55 |
| Draw Down(%) | NA | 18.95 | 27.01 | 54.23 | 79.98 | NA | NA | … | … | 14.64 | 18.95 | 25.75 | 37.93 | 54.23 | 21.88 | 59.39 | 40.16 | 26.88 | 42.70 | 29.08 | 49.15 | 29.97 | 22.02 | 22.77 | 41.51 | 35.64 | 19.43 | 74.63 | 37.66 | 46.15 | 55.56 | 50.00 | 66.67 |
| Yield(%) | 0.00 | 2.33 | 4.13 | 4.47 | 3.53 | 12.11 | 43.24 | … | … | 1.01 | 3.11 | 3.94 | 5.96 | 3.76 | 4.04 | 2.32 | 2.06 | 2.67 | 2.40 | 3.07 | 3.18 | 3.97 | 10.89 | 9.26 | 6.48 | 5.27 | 21.18 | 6.62 | 5.17 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/06/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UVE (Universal Insurance Holdings, Inc.) |
-33.25%
Sep 2018 – Sep 2021 |
-19.22%
Aug 2018 – Aug 2023 |
1.50%
Jan 2015 – Jan 2025 |
7.19%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UVE (Universal Insurance Holdings, Inc.) |
451.49%
Oct 2004 – Oct 2007 |
176.61%
Feb 2005 – Feb 2010 |
102.87%
Oct 2005 – Oct 2015 |
63.24%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison Chart