Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANG-PB (American National Group Inc) | NA | 7.80% | 10.40% | 5.72% | NA | NA | NA | … | … |
Data as of 10/07/2025, Common starting date is 06/11/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANG-PB (American National Group Inc) | 06/11/2020 | 10/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 7.80 | 10.40 | 5.72 | NA | NA | NA | … | … | 6.71 | 7.05 | 18.36 | -14.48 | 9.34 | 14.05 |
| Sharpe Ratio | NA | 0.88 | 0.46 | 0.26 | NA | NA | NA | … | … | 3.09 | 0.37 | 0.68 | -0.98 | 0.98 | 2.08 |
| Standard Deviation(%) | NA | 5.43 | 15.02 | 13.76 | NA | NA | NA | … | … | 1.91 | 9.33 | 21.92 | 16.22 | 9.47 | 12.69 |
| Draw Down(%) | NA | 3.65 | 13.61 | 17.39 | NA | NA | NA | … | … | 1.00 | 5.43 | 13.61 | 16.17 | 3.49 | 4.48 |
| Yield(%) | 0.00 | 6.62 | 7.20 | 6.43 | 3.51 | 2.34 | 1.75 | … | … | 4.99 | 6.67 | 7.21 | 5.92 | 6.17 | 3.07 |
Data as of 10/07/2025, Common starting date is 06/11/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANG-PB (American National Group Inc) |
2.03%
May 2021 – May 2024 |
6.15%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANG-PB (American National Group Inc) |
9.20%
Sep 2022 – Sep 2025 |
6.99%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart