Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EG (Everest Group, Ltd.) | -0.84% | -0.93% | 1.17% | 7.52% | 8.93% | 11.83% | 9.19% | … | … |
Data as of 06/05/2026, Common starting date is 10/03/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EG (Everest Group, Ltd.) | 10/03/1995 | 06/05/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.20 | -0.93 | 1.17 | 7.52 | 8.93 | 11.83 | 9.19 | … | … | -0.84 | -5.26 | 4.59 | 8.69 | 23.74 | 19.80 | -13.03 | 30.17 | 0.73 | 4.43 | 21.11 | 9.91 | 11.44 | 44.03 | 33.30 | 1.43 | 1.40 | 15.48 | -22.34 | 4.30 | -1.62 | 12.58 | 6.27 | 53.81 | -21.37 | -0.87 | 223.11 | -42.21 | -5.09 | 44.13 | 23.60 | 19.28 |
| Sharpe Ratio | NA | -0.15 | -0.08 | 0.19 | 0.27 | NA | NA | … | … | -0.20 | -0.31 | 0.04 | 0.19 | 0.78 | 0.81 | -0.27 | 1.64 | -0.03 | 0.18 | 1.23 | 0.64 | 0.75 | 2.79 | 2.10 | 0.05 | 0.06 | 0.47 | -0.42 | 0.06 | -0.31 | 0.54 | 0.28 | 1.95 | -0.66 | -0.09 | 4.76 | -1.33 | -0.23 | 1.21 | 0.57 | 4.03 |
| Standard Deviation(%) | NA | 23.87 | 24.76 | 26.00 | 27.38 | NA | NA | … | … | 21.80 | 26.49 | 24.66 | 26.73 | 28.85 | 24.40 | 49.69 | 17.46 | 22.48 | 20.78 | 17.05 | 15.47 | 15.27 | 15.75 | 15.96 | 27.12 | 21.09 | 32.94 | 55.11 | 19.78 | 16.20 | 19.17 | 18.81 | 27.25 | 34.19 | 38.71 | 46.00 | 34.28 | 37.30 | 33.32 | 34.53 | 25.65 |
| Draw Down(%) | NA | 16.43 | 23.39 | 23.39 | 44.21 | NA | NA | … | … | 11.24 | 16.83 | 14.57 | 15.05 | 18.99 | 14.21 | 44.21 | 9.11 | 21.03 | 21.57 | 14.54 | 11.96 | 11.80 | 8.08 | 11.24 | 21.19 | 19.05 | 22.75 | 41.23 | 17.22 | 16.44 | 9.99 | 21.90 | 14.43 | 42.20 | 34.76 | 17.18 | 46.24 | 33.95 | 22.92 | 14.00 | 5.00 |
| Yield(%) | 0.00 | 1.75 | 2.07 | 2.65 | 3.49 | 5.90 | 4.82 | … | … | 0.60 | 2.20 | 2.14 | 2.04 | 2.38 | 2.72 | 2.23 | 2.69 | 2.45 | 2.34 | 2.60 | 2.37 | 2.12 | 1.97 | 2.25 | 2.25 | 2.25 | 2.51 | 1.95 | 1.93 | 0.60 | 0.50 | 0.36 | 0.64 | 0.45 | 0.41 | 1.10 | 0.65 | 0.49 | 0.58 | 0.52 | 0.15 |
Data as of 06/05/2026, Common starting date is 10/03/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EG (Everest Group, Ltd.) |
-11.87%
Jan 2006 – Jan 2009 |
-4.74%
Jan 2004 – Jan 2009 |
2.22%
Jun 2001 – Jun 2011 |
6.88%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EG (Everest Group, Ltd.) |
36.05%
Dec 1999 – Dec 2002 |
32.71%
Dec 1999 – Dec 2004 |
18.17%
Nov 1995 – Nov 2005 |
16.10%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison Chart