Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIG (Employers Holdings, Inc.) | 7.70% | 0.31% | 8.64% | 5.31% | 7.36% | 9.59% | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/31/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIG (Employers Holdings, Inc.) | 01/31/2007 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.88 | 0.31 | 8.64 | 5.31 | 7.36 | 9.59 | NA | … | … | 7.70 | -13.32 | 33.36 | -6.10 | 12.57 | 31.89 | -20.54 | 1.58 | -3.67 | 12.60 | 46.86 | 17.24 | -25.07 | 55.21 | 15.34 | 5.05 | 15.76 | -5.11 | 0.18 | -15.53 |
| Sharpe Ratio | NA | -0.03 | 0.31 | 0.14 | 0.23 | NA | NA | … | … | 0.83 | -0.65 | 1.43 | -0.43 | 0.42 | 1.26 | -0.46 | 0.01 | -0.19 | 0.58 | 1.56 | 0.56 | -0.76 | 2.36 | 0.68 | 0.13 | 0.53 | -0.11 | -0.01 | -0.49 |
| Standard Deviation(%) | NA | 25.98 | 22.53 | 23.98 | 26.72 | NA | NA | … | … | 25.48 | 24.89 | 20.75 | 22.91 | 26.57 | 25.29 | 44.95 | 20.63 | 26.82 | 20.56 | 30.00 | 30.75 | 33.10 | 23.42 | 22.81 | 38.98 | 29.80 | 46.09 | 53.87 | 40.86 |
| Draw Down(%) | NA | 23.87 | 31.29 | 31.29 | 43.83 | NA | NA | … | … | 14.46 | 29.30 | 10.95 | 21.14 | 21.85 | 11.74 | 39.79 | 13.69 | 16.84 | 11.20 | 16.41 | 23.18 | 39.49 | 8.68 | 13.79 | 47.18 | 20.06 | 50.19 | 49.29 | 29.21 |
| Yield(%) | 0.00 | 2.76 | 3.14 | 3.75 | 4.01 | 5.40 | 3.55 | … | … | 1.54 | 2.50 | 2.97 | 2.55 | 7.94 | 3.15 | 2.37 | 2.13 | 1.84 | 1.49 | 1.35 | 1.03 | 0.60 | 1.13 | 1.34 | 1.37 | 1.54 | 1.49 | 1.41 | 0.90 |
Data as of 06/09/2026, Common starting date is 01/31/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIG (Employers Holdings, Inc.) |
-12.59%
Nov 2017 – Nov 2020 |
-2.90%
May 2007 – May 2012 |
4.03%
Nov 2013 – Nov 2023 |
5.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIG (Employers Holdings, Inc.) |
35.37%
Nov 2014 – Nov 2017 |
22.26%
Oct 2012 – Oct 2017 |
19.30%
Apr 2009 – Apr 2019 |
13.80%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart