Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MKL (Markel Group Inc.) | -15.29% | -5.49% | 10.86% | 8.66% | 6.87% | 10.55% | 8.69% | … | … |
Data as of 06/10/2026, Common starting date is 03/27/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MKL (Markel Group Inc.) | 03/27/1990 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.44 | -5.49 | 10.86 | 8.66 | 6.87 | 10.55 | 8.69 | … | … | -15.29 | 26.38 | 22.57 | 7.77 | 6.77 | 19.42 | -9.61 | 10.13 | -8.87 | 25.94 | 2.39 | 29.36 | 17.66 | 33.90 | 4.52 | 9.66 | 11.21 | 13.71 | -39.12 | 2.29 | 51.43 | -12.90 | 43.58 | 23.36 | 14.39 | -0.75 | 16.77 | -14.36 | 15.93 | 73.47 | 19.21 | 81.93 | 5.40 | 26.00 | 42.05 | 87.23 | -46.59 |
| Sharpe Ratio | NA | -0.46 | 0.34 | 0.25 | 0.19 | NA | NA | … | … | -1.79 | 1.01 | 0.81 | 0.15 | 0.22 | 0.89 | -0.19 | 0.54 | -0.48 | 1.85 | 0.12 | 1.62 | 1.47 | 2.66 | 0.23 | 0.40 | 0.53 | 0.28 | -0.58 | -0.03 | 3.06 | -0.92 | 2.73 | 1.38 | 0.62 | -0.12 | 0.37 | -0.92 | 0.56 | 2.56 | 0.43 | 2.86 | 0.11 | 1.14 | 1.46 | 2.23 | -1.57 |
| Standard Deviation(%) | NA | 19.01 | 21.88 | 22.51 | 25.49 | NA | NA | … | … | 19.41 | 23.72 | 19.89 | 24.17 | 24.60 | 21.90 | 51.75 | 16.06 | 21.33 | 13.72 | 17.60 | 18.16 | 12.02 | 12.72 | 19.56 | 24.07 | 21.19 | 49.49 | 68.95 | 21.75 | 15.81 | 16.35 | 15.63 | 16.46 | 21.34 | 26.15 | 34.18 | 19.20 | 22.46 | 27.20 | 35.94 | 27.32 | 21.55 | 20.82 | 26.82 | 37.30 | 39.02 |
| Draw Down(%) | NA | 20.10 | 20.10 | 28.87 | 44.66 | NA | NA | … | … | 18.53 | 18.51 | 10.14 | 17.26 | 28.87 | 10.94 | 44.66 | 10.45 | 21.67 | 7.24 | 16.05 | 12.39 | 8.85 | 6.72 | 14.46 | 18.40 | 17.13 | 33.23 | 50.06 | 15.12 | 9.61 | 16.37 | 10.55 | 12.72 | 18.57 | 19.10 | 32.06 | 24.48 | 28.24 | 10.56 | 12.64 | 10.60 | 14.69 | 11.64 | 18.58 | 14.06 | 49.44 |
| Yield(%) | 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 | 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 | 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 03/27/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKL (Markel Group Inc.) |
-14.88%
Oct 2007 – Oct 2010 |
-3.64%
Jan 2007 – Jan 2012 |
3.98%
Feb 1999 – Feb 2009 |
5.46%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKL (Markel Group Inc.) |
57.13%
Jan 1995 – Jan 1998 |
45.07%
Dec 1990 – Dec 1995 |
31.45%
Dec 1990 – Dec 2000 |
24.57%
Dec 1990 – Dec 2005 |
Annualized Rolling Returns Comparison Chart