Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRSK (Verisk Analytics, Inc.) | -18.55% | -42.87% | -6.00% | 2.28% | 9.09% | 12.17% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/08/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRSK (Verisk Analytics, Inc.) | 10/08/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.85 | -42.87 | -6.00 | 2.28 | 9.09 | 12.17 | NA | … | … | -18.55 | -19.46 | 16.00 | 36.24 | -22.33 | 10.85 | 39.90 | 37.91 | 13.58 | 18.27 | 5.58 | 20.03 | -2.54 | 28.94 | 27.01 | 17.75 | 12.55 | 13.83 |
| Sharpe Ratio | NA | -1.43 | -0.38 | -0.03 | 0.31 | NA | NA | … | … | -1.05 | -0.88 | 0.66 | 1.66 | -0.85 | 0.48 | 1.02 | 2.30 | 0.61 | 1.14 | 0.31 | 0.84 | -0.17 | 1.51 | 1.37 | 0.76 | 0.61 | 2.88 |
| Standard Deviation(%) | NA | 31.93 | 24.48 | 24.44 | 24.11 | NA | NA | … | … | 38.46 | 25.60 | 18.73 | 19.79 | 28.19 | 22.35 | 38.53 | 15.85 | 19.93 | 15.46 | 17.14 | 23.79 | 14.99 | 19.10 | 19.89 | 23.38 | 20.31 | 26.21 |
| Draw Down(%) | NA | 50.70 | 50.81 | 50.81 | 50.81 | NA | NA | … | … | 30.08 | 35.06 | 12.90 | 10.56 | 30.57 | 22.13 | 29.23 | 16.78 | 17.36 | 9.91 | 14.22 | 15.30 | 14.38 | 10.87 | 9.80 | 11.86 | 11.90 | 7.14 |
| Yield(%) | 0.00 | 0.58 | 0.73 | 0.87 | 1.21 | 1.90 | 1.82 | … | … | 0.23 | 0.66 | 0.66 | 0.77 | 0.56 | 0.57 | 0.71 | 0.92 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/08/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRSK (Verisk Analytics, Inc.) |
-6.61%
May 2023 – May 2026 |
0.26%
Apr 2021 – Apr 2026 |
8.74%
May 2016 – May 2026 |
11.89%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRSK (Verisk Analytics, Inc.) |
32.53%
Aug 2017 – Aug 2020 |
23.50%
Dec 2016 – Dec 2021 |
21.10%
Aug 2010 – Aug 2020 |
17.58%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart