Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRC (National Research Corporation) | 6.19% | 30.79% | -21.61% | -12.98% | 6.04% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRC (National Research Corporation) | 05/23/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.82 | 30.79 | -21.61 | -12.98 | 6.04 | NA | NA | … | … | 6.19 | 10.00 | -54.49 | 9.63 | -8.23 | -1.83 | -34.86 | 75.47 | 6.75 | 96.27 | 18.51 | 17.17 | -25.65 | -5.90 |
| Sharpe Ratio | NA | 0.63 | -0.56 | -0.42 | 0.09 | NA | NA | … | … | 0.07 | 0.14 | -1.38 | 0.23 | -0.26 | -0.06 | -0.55 | 2.82 | 0.18 | 3.14 | 0.62 | 0.43 | -0.57 | -0.18 |
| Standard Deviation(%) | NA | 55.41 | 45.91 | 41.39 | 40.12 | NA | NA | … | … | 64.95 | 49.96 | 42.06 | 26.67 | 36.83 | 30.97 | 63.33 | 26.24 | 30.10 | 30.59 | 29.71 | 39.65 | 45.30 | 52.55 |
| Draw Down(%) | NA | 46.49 | 77.58 | 79.68 | 84.11 | NA | NA | … | … | 46.49 | 45.45 | 58.00 | 16.30 | 24.11 | 26.31 | 50.23 | 17.01 | 26.40 | 18.53 | 20.59 | 26.32 | 34.34 | 37.89 |
| Yield(%) | 0.00 | 3.59 | 1.87 | 1.71 | 4.63 | 2.10 | 1.57 | … | … | 0.89 | 3.01 | 1.17 | 3.80 | 1.99 | 1.12 | 0.32 | 2.04 | 3.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 05/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRC (National Research Corporation) |
-31.33%
Feb 2023 – Feb 2026 |
-24.71%
Apr 2020 – Apr 2025 |
-0.59%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRC (National Research Corporation) |
67.80%
Jul 2016 – Jul 2019 |
40.58%
Jul 2014 – Jul 2019 |
11.80%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart