Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QBIEY (QBE Insurance Group Ltd ADR) | 24.80% | 9.72% | 22.71% | 16.82% | 9.52% | 2.49% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QBIEY (QBE Insurance Group Ltd ADR) | 01/21/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.90 | 9.72 | 22.71 | 16.82 | 9.52 | 2.49 | NA | … | … | 24.80 | 17.18 | 23.55 | 15.01 | 10.39 | 28.90 | -26.49 | 35.22 | -13.90 | -2.57 | 3.05 | 3.62 | -9.85 | -8.29 | -9.18 | -23.50 | -12.95 |
| Sharpe Ratio | NA | 0.27 | 0.68 | 0.49 | 0.24 | NA | NA | … | … | 2.54 | 0.47 | 0.75 | 0.40 | 0.26 | 1.03 | -0.46 | 1.63 | -0.64 | -0.13 | 0.09 | 0.12 | -0.37 | -0.21 | -0.25 | -0.52 | -0.38 |
| Standard Deviation(%) | NA | 25.96 | 28.47 | 29.38 | 32.11 | NA | NA | … | … | 25.71 | 30.78 | 26.43 | 28.67 | 34.59 | 28.06 | 58.43 | 20.66 | 24.13 | 24.32 | 33.02 | 29.28 | 26.67 | 40.08 | 36.53 | 45.22 | 36.41 |
| Draw Down(%) | NA | 18.69 | 20.14 | 20.14 | 57.72 | NA | NA | … | … | 8.15 | 20.14 | 16.68 | 13.62 | 20.10 | 13.28 | 57.72 | 15.38 | 23.11 | 22.66 | 24.07 | 27.99 | 29.89 | 42.70 | 28.96 | 43.20 | 34.68 |
| Yield(%) | 0.00 | 4.90 | 5.77 | 4.96 | 3.90 | 2.09 | 1.67 | … | … | 4.14 | 4.94 | 4.83 | 3.40 | 2.43 | 1.25 | 2.29 | 5.35 | 2.24 | 4.62 | 4.12 | 3.45 | 2.32 | 2.43 | 5.00 | 6.96 | 4.96 |
Data as of 06/05/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QBIEY (QBE Insurance Group Ltd ADR) |
-17.04%
Sep 2013 – Sep 2016 |
-13.40%
Apr 2011 – Apr 2016 |
-8.62%
Mar 2010 – Mar 2020 |
1.29%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QBIEY (QBE Insurance Group Ltd ADR) |
28.02%
Jul 2022 – Jul 2025 |
24.99%
Mar 2020 – Mar 2025 |
11.12%
Feb 2016 – Feb 2026 |
3.78%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart