Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QBEIF (QBE Insurance Group Limited) | 31.08% | 17.28% | 27.81% | 19.82% | 11.45% | 4.00% | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QBEIF (QBE Insurance Group Limited) | 02/17/2009 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.28 | 27.81 | 19.82 | 11.45 | 4.00 | NA | … | … | 31.08 | 20.39 | 32.88 | 5.71 | 14.92 | 28.41 | -26.32 | 39.15 | -13.08 | -1.38 | 4.84 | 4.08 | -8.15 | -7.55 | -8.97 | -24.28 | -13.23 | 51.58 |
| Sharpe Ratio | NA | 0.68 | 0.85 | 0.62 | 0.30 | NA | NA | … | … | 3.07 | 0.60 | 1.01 | 0.08 | 0.41 | 1.19 | -0.41 | 1.64 | -0.74 | -0.08 | 0.12 | 0.13 | -0.29 | -0.20 | -0.25 | -0.57 | -0.38 | 1.06 |
| Standard Deviation(%) | NA | 21.41 | 28.90 | 28.64 | 33.20 | NA | NA | … | … | 27.85 | 29.18 | 28.96 | 26.83 | 33.18 | 23.95 | 64.84 | 23.01 | 19.56 | 26.98 | 38.26 | 31.32 | 28.28 | 38.83 | 36.62 | 42.99 | 34.71 | 57.02 |
| Draw Down(%) | NA | 16.18 | 16.18 | 18.08 | 48.34 | NA | NA | … | … | 3.90 | 16.18 | 15.02 | 14.88 | 18.08 | 10.82 | 48.34 | 14.64 | 18.42 | 22.92 | 26.61 | 26.68 | 27.62 | 42.10 | 27.71 | 40.09 | 35.65 | 36.48 |
| Yield(%) | 0.00 | 8.35 | 9.80 | 7.81 | 5.70 | 2.81 | 3.20 | … | … | 7.96 | 8.64 | 6.93 | 3.13 | 3.00 | 1.68 | 3.36 | 5.89 | 2.59 | 5.65 | 5.71 | 4.75 | 3.47 | 2.51 | 5.25 | 6.92 | 4.14 | 5.23 |
Data as of 06/08/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QBEIF (QBE Insurance Group Limited) |
-15.75%
Dec 2009 – Dec 2012 |
-12.67%
Dec 2009 – Dec 2014 |
-7.99%
Apr 2010 – Apr 2020 |
-0.17%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QBEIF (QBE Insurance Group Limited) |
30.71%
Sep 2022 – Sep 2025 |
29.26%
May 2020 – May 2025 |
12.54%
Feb 2016 – Feb 2026 |
4.62%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart