Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BZLYF (Beazley plc) | 54.51% | 30.33% | 37.14% | 36.60% | 16.14% | 18.93% | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BZLYF (Beazley plc) | 04/21/2010 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 30.33 | 37.14 | 36.60 | 16.14 | 18.93 | NA | … | … | 54.51 | 18.17 | 51.32 | -10.13 | 39.25 | 18.74 | -35.59 | 19.40 | -1.73 | 25.48 | -0.85 | 31.06 | 10.00 | 50.44 | 44.80 | 17.36 | 0.75 |
| Sharpe Ratio | NA | 0.66 | 0.82 | 0.85 | 0.39 | NA | NA | … | … | 3.07 | 0.41 | 1.38 | -0.40 | 0.83 | 0.57 | -0.62 | 0.89 | -0.11 | 1.46 | -0.04 | 1.24 | 0.58 | 1.91 | 2.95 | 0.31 | 0.01 |
| Standard Deviation(%) | NA | 47.80 | 39.52 | 40.03 | 36.81 | NA | NA | … | … | 56.57 | 37.37 | 34.52 | 34.53 | 44.41 | 33.69 | 57.96 | 20.18 | 28.16 | 17.13 | 24.22 | 25.00 | 17.13 | 26.40 | 15.31 | 52.91 | 92.04 |
| Draw Down(%) | NA | 23.96 | 23.96 | 27.79 | 52.40 | NA | NA | … | … | 8.00 | 23.96 | 13.47 | 22.99 | 27.79 | 21.90 | 48.00 | 16.04 | 24.59 | 6.87 | 15.04 | 11.04 | 10.99 | 13.42 | 1.83 | 12.08 | 9.35 |
| Yield(%) | 0.00 | 2.58 | 5.43 | 7.25 | 4.25 | 9.71 | 7.75 | … | … | 3.01 | 6.47 | 2.75 | 2.34 | 1.97 | 0.00 | 1.41 | 2.04 | 1.67 | 2.60 | 3.89 | 3.37 | 4.50 | 4.13 | 4.76 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BZLYF (Beazley plc) |
-19.49%
May 2018 – May 2021 |
-3.58%
Sep 2015 – Sep 2020 |
6.83%
Jan 2014 – Jan 2024 |
19.74%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BZLYF (Beazley plc) |
43.73%
Mar 2011 – Mar 2014 |
36.68%
May 2021 – May 2026 |
16.49%
Apr 2016 – Apr 2026 |
19.98%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart