Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBI (MBIA Inc.) | -14.39% | 39.32% | 20.46% | 7.19% | 7.25% | 3.61% | -6.52% | … | … |
Data as of 06/05/2026, Common starting date is 07/01/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBI (MBIA Inc.) | 07/01/1987 | 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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.43 | 39.32 | 20.46 | 7.19 | 7.25 | 3.61 | -6.52 | … | … | -14.39 | 10.22 | -0.33 | 9.18 | -18.62 | 139.97 | -29.25 | 4.26 | 21.86 | -31.59 | 65.12 | -32.08 | -20.10 | 52.10 | -32.27 | -3.34 | 201.26 | -2.21 | -78.15 | -73.77 | 23.87 | -3.09 | 8.57 | 37.22 | -17.04 | -26.75 | 42.36 | -19.45 | -1.87 | 31.98 | 35.00 | 33.63 | -10.74 | -0.98 | 31.61 | 70.80 | -12.40 | 63.29 | 53.40 | -41.48 |
| Sharpe Ratio | NA | 0.77 | 0.27 | 0.08 | 0.10 | NA | NA | … | … | -0.73 | 0.13 | -0.13 | 0.07 | -0.33 | 2.44 | -0.45 | 0.11 | 0.50 | -0.68 | 1.56 | -0.59 | -0.63 | 0.84 | -0.64 | -0.06 | 3.01 | -0.02 | -0.48 | -1.10 | 1.20 | -0.21 | 0.42 | 1.41 | -0.50 | -0.54 | 1.00 | -0.78 | -0.15 | 1.14 | 1.61 | 1.76 | -0.65 | -0.14 | 1.38 | 1.92 | -0.42 | 2.35 | 1.61 | -0.83 |
| Standard Deviation(%) | NA | 47.80 | 62.55 | 60.36 | 54.63 | NA | NA | … | … | 45.33 | 58.63 | 54.87 | 76.43 | 61.00 | 57.35 | 65.81 | 26.76 | 41.48 | 47.76 | 41.72 | 54.81 | 31.83 | 62.10 | 51.22 | 59.77 | 66.93 | 123.40 | 162.88 | 70.19 | 17.19 | 25.35 | 18.31 | 25.86 | 36.46 | 54.35 | 38.32 | 29.20 | 34.89 | 24.76 | 19.35 | 16.93 | 21.18 | 21.21 | 21.00 | 34.71 | 42.30 | 24.52 | 30.10 | 83.77 |
| Draw Down(%) | NA | 31.49 | 51.89 | 63.58 | 63.58 | NA | NA | … | … | 26.71 | 46.52 | 51.89 | 55.77 | 45.07 | 29.80 | 40.13 | 19.14 | 29.95 | 45.87 | 31.74 | 44.85 | 42.84 | 38.66 | 48.87 | 55.69 | 47.77 | 60.56 | 80.03 | 73.77 | 10.75 | 19.81 | 19.40 | 26.69 | 40.17 | 52.33 | 30.65 | 36.33 | 40.76 | 12.41 | 10.55 | 6.77 | 23.09 | 21.68 | 9.18 | 21.38 | 56.42 | 14.68 | 15.11 | 48.30 |
| Yield(%) | 0.00 | 0.00 | 33.17 | 16.11 | 11.46 | 6.46 | 0.91 | … | … | 0.00 | 0.00 | 0.00 | 63.59 | 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 | 1.88 | 2.05 | 1.78 | 1.62 | 1.76 | 1.26 | 1.30 | 1.59 | 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 06/05/2026, Common starting date is 07/01/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBI (MBIA Inc.) |
-63.42%
Feb 2006 – Feb 2009 |
-46.16%
Feb 2004 – Feb 2009 |
-25.71%
Feb 1999 – Feb 2009 |
-14.39%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBI (MBIA Inc.) |
57.87%
Feb 2009 – Feb 2012 |
38.74%
Nov 1987 – Nov 1992 |
26.36%
Dec 1987 – Dec 1997 |
14.42%
Nov 1987 – Nov 2002 |
Annualized Rolling Returns Comparison Chart