Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBLI (Global Indemnity Group, LLC) | -8.14% | -16.65% | -4.78% | 1.30% | 1.50% | 3.47% | -1.05% | … | … |
Data as of 06/10/2026, Common starting date is 12/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBLI (Global Indemnity Group, LLC) | 12/16/2003 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.56 | -16.65 | -4.78 | 1.30 | 1.50 | 3.47 | -1.05 | … | … | -8.14 | -17.55 | 16.61 | 42.84 | -3.35 | -8.88 | 0.63 | -15.33 | -11.42 | 9.97 | 31.67 | 2.29 | 12.13 | 14.32 | 11.60 | -3.03 | 29.10 | -38.17 | -35.69 | -21.36 | 37.96 | -1.40 | 5.38 | 0.97 |
| Sharpe Ratio | NA | -0.46 | -0.02 | -0.06 | 0.01 | NA | NA | … | … | -0.58 | -0.62 | 0.48 | 0.92 | -0.20 | -0.35 | 0.01 | -0.45 | -0.44 | 0.40 | 1.23 | 0.08 | 0.47 | 0.45 | 0.42 | -0.06 | 0.65 | -0.44 | -0.55 | -0.81 | 1.32 | -0.15 | 0.13 | 1.73 |
| Standard Deviation(%) | NA | 27.76 | 32.11 | 30.92 | 36.29 | NA | NA | … | … | 23.00 | 32.88 | 27.23 | 43.08 | 24.30 | 25.31 | 69.52 | 37.27 | 29.14 | 23.54 | 25.48 | 28.28 | 25.74 | 31.80 | 27.69 | 47.46 | 44.83 | 86.25 | 66.06 | 30.20 | 26.37 | 24.28 | 33.03 | 15.56 |
| Draw Down(%) | NA | 21.00 | 26.04 | 30.53 | 50.32 | NA | NA | … | … | 8.79 | 26.04 | 15.53 | 23.42 | 23.92 | 19.78 | 39.28 | 37.91 | 23.04 | 11.97 | 17.31 | 13.33 | 10.05 | 13.98 | 18.85 | 37.67 | 29.29 | 70.73 | 53.00 | 26.74 | 22.03 | 15.81 | 31.02 | 2.86 |
| Yield(%) | 0.00 | 4.32 | 3.85 | 4.00 | 3.01 | 2.89 | 1.05 | … | … | 1.22 | 3.86 | 4.38 | 4.33 | 3.94 | 3.54 | 3.35 | 2.77 | 2.43 | 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 06/10/2026, Common starting date is 12/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBLI (Global Indemnity Group, LLC) |
-44.01%
Mar 2006 – Mar 2009 |
-25.02%
Mar 2004 – Mar 2009 |
-4.72%
Feb 2006 – Feb 2016 |
-3.67%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBLI (Global Indemnity Group, LLC) |
34.33%
Mar 2009 – Mar 2012 |
26.79%
Mar 2009 – Mar 2014 |
14.61%
Mar 2009 – Mar 2019 |
10.95%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart