Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNFRL (Conifer Holdings Inc. Senior Unsecured Notes) | NA | 22.28% | 19.51% | NA | NA | NA | NA | … | … |
Data as of 09/29/2023, Common starting date is 11/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNFRL (Conifer Holdings Inc. Senior Unsecured Notes) | 11/01/2018 | 09/29/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 22.28 | 19.51 | NA | NA | NA | NA | … | … | 19.86 | 7.34 | 29.10 | 3.41 | 14.53 | -17.76 |
| Sharpe Ratio | NA | 0.97 | 0.82 | NA | NA | NA | NA | … | … | 1.16 | 0.25 | 1.73 | 0.05 | 0.31 | -1.93 |
| Standard Deviation(%) | NA | 18.97 | 22.05 | NA | NA | NA | NA | … | … | 20.11 | 24.22 | 16.83 | 67.82 | 41.67 | 37.43 |
| Draw Down(%) | NA | 11.71 | 12.39 | NA | NA | NA | NA | … | … | 11.71 | 12.39 | 4.24 | 56.58 | 16.04 | 19.23 |
| Yield(%) | 0.00 | 7.18 | 8.02 | 6.54 | 3.27 | 2.18 | 1.63 | … | … | 5.48 | 6.76 | 7.29 | 7.64 | 7.77 | 1.73 |
Data as of 09/29/2023, Common starting date is 11/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNFRL (Conifer Holdings Inc. Senior Unsecured Notes) |
8.39%
Feb 2019 – Feb 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNFRL (Conifer Holdings Inc. Senior Unsecured Notes) |
24.32%
May 2020 – May 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart