Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNFRZ (Conifer Holdings, Inc. 9.75% Senior Unsecured Notes due 2028) | NA | 5.91% | NA | NA | NA | NA | NA | … | … |
Data as of 05/30/2025, Common starting date is 08/30/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNFRZ (Conifer Holdings, Inc. 9.75% Senior Unsecured Notes due 2028) | 08/30/2023 | 05/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 5.91 | NA | NA | NA | NA | NA | … | … | -11.74 | 34.71 | 42.45 |
| Sharpe Ratio | NA | -0.10 | NA | NA | NA | NA | NA | … | … | -0.57 | 0.27 | 0.70 |
| Standard Deviation(%) | NA | 85.29 | NA | NA | NA | NA | NA | … | … | 51.71 | 113.06 | 264.51 |
| Draw Down(%) | NA | 42.04 | NA | NA | NA | NA | NA | … | … | 27.79 | 42.04 | 37.46 |
| Yield(%) | 0.00 | 6.59 | 5.08 | 3.05 | 1.52 | 1.02 | 0.76 | … | … | 0.00 | 7.40 | 5.08 |
Data as of 05/30/2025, Common starting date is 08/30/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNFRZ (Conifer Holdings, Inc. 9.75% Senior Unsecured Notes due 2028) |
0.00%
NA |
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 |
|---|---|---|---|---|
| CNFRZ (Conifer Holdings, Inc. 9.75% Senior Unsecured Notes due 2028) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart