Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NMIH (NMI Holdings, Inc.) | -9.19% | -6.04% | 12.45% | 8.80% | 20.23% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/08/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NMIH (NMI Holdings, Inc.) | 11/08/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.57 | -6.04 | 12.45 | 8.80 | 20.23 | NA | NA | … | … | -9.19 | 12.65 | 23.72 | 42.01 | -4.35 | -3.53 | -31.74 | 85.88 | 5.00 | 59.62 | 57.31 | -25.85 | -28.28 | -9.07 |
| Sharpe Ratio | NA | -0.40 | 0.40 | 0.21 | 0.44 | NA | NA | … | … | -0.91 | 0.40 | 0.74 | 1.49 | -0.15 | -0.10 | -0.39 | 2.62 | 0.07 | 1.76 | 1.39 | -0.88 | -1.14 | -1.18 |
| Standard Deviation(%) | NA | 24.39 | 24.37 | 29.10 | 40.99 | NA | NA | … | … | 27.63 | 25.11 | 23.40 | 25.52 | 37.68 | 36.12 | 81.11 | 32.28 | 50.07 | 33.66 | 40.88 | 29.51 | 24.74 | 42.22 |
| Draw Down(%) | NA | 18.08 | 21.42 | 41.78 | 73.07 | NA | NA | … | … | 14.84 | 18.08 | 12.96 | 13.74 | 41.78 | 26.70 | 73.07 | 20.01 | 36.87 | 16.87 | 35.62 | 26.01 | 35.11 | 15.19 |
| 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 |
Data as of 06/10/2026, Common starting date is 11/08/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMIH (NMI Holdings, Inc.) |
-16.30%
Jun 2019 – Jun 2022 |
1.91%
Apr 2019 – Apr 2024 |
8.83%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMIH (NMI Holdings, Inc.) |
73.03%
Jun 2016 – Jun 2019 |
36.17%
Mar 2016 – Mar 2021 |
22.66%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart