Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIZN (Assurant Inc) | -0.89% | 3.25% | 4.53% | -0.71% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/27/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIZN (Assurant Inc) | 11/27/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.61 | 3.25 | 4.53 | -0.71 | NA | NA | NA | … | … | -0.89 | 3.51 | 6.97 | 5.61 | -20.52 | 4.35 | 0.44 |
| Sharpe Ratio | NA | 0.10 | 0.09 | -0.17 | NA | NA | NA | … | … | -0.24 | 0.04 | 0.25 | 0.07 | -1.10 | 0.45 | 0.67 |
| Standard Deviation(%) | NA | 11.81 | 15.94 | 18.57 | NA | NA | NA | … | … | 12.20 | 14.91 | 13.39 | 28.72 | 20.03 | 9.63 | 7.28 |
| Draw Down(%) | NA | 9.93 | 17.31 | 28.89 | NA | NA | NA | … | … | 9.93 | 11.13 | 11.54 | 21.62 | 28.68 | 10.12 | 2.02 |
| Yield(%) | 0.00 | 6.69 | 6.51 | 4.91 | 2.60 | 1.74 | 1.30 | … | … | 1.67 | 6.42 | 6.54 | 6.42 | 4.90 | 5.61 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/27/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIZN (Assurant Inc) |
-4.32%
Dec 2020 – Dec 2023 |
-0.61%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIZN (Assurant Inc) |
9.07%
Oct 2022 – Oct 2025 |
2.21%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart