Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNFR (Conifer Holding Inc) | NA | 35.78% | -4.89% | -12.41% | -17.25% | NA | NA | … | … |
Data as of 09/29/2025, Common starting date is 08/13/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNFR (Conifer Holding Inc) | 08/13/2015 | 09/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 12.12 | 35.78 | -4.89 | -12.41 | -17.25 | NA | NA | … | … | 26.50 | 6.36 | -29.94 | -32.33 | -29.48 | -17.75 | 14.29 | -39.66 | -28.83 | -12.08 | -12.55 |
| Sharpe Ratio | NA | 0.49 | -0.08 | -0.15 | -0.23 | NA | NA | … | … | 0.31 | -0.04 | -0.39 | -0.44 | -0.50 | -0.19 | 0.23 | -0.63 | -0.80 | -0.24 | -0.82 |
| Standard Deviation(%) | NA | 100.55 | 109.75 | 96.29 | 79.98 | NA | NA | … | … | 112.52 | 133.38 | 88.16 | 77.45 | 58.59 | 92.02 | 56.82 | 64.92 | 36.83 | 50.71 | 36.15 |
| Draw Down(%) | NA | 63.20 | 76.04 | 89.00 | 95.44 | NA | NA | … | … | 60.68 | 55.75 | 64.06 | 46.40 | 48.09 | 46.70 | 34.16 | 57.50 | 31.90 | 34.84 | 15.66 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/29/2025, Common starting date is 08/13/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNFR (Conifer Holding Inc) |
-44.35%
Aug 2021 – Aug 2024 |
-29.84%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNFR (Conifer Holding Inc) |
-11.40%
Feb 2018 – Feb 2021 |
-10.50%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart