Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNFCA (Security National Financial Corporation) | NA | 42.95% | 49.11% | 13.25% | 8.04% | 6.22% | 4.45% | … | … |
Data as of 04/09/2015, Common starting date is 03/04/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNFCA (Security National Financial Corporation) | 03/04/1992 | 04/09/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.54 | 42.95 | 49.11 | 13.25 | 8.04 | 6.22 | 4.45 | … | … | -4.51 | 19.50 | -42.36 | 465.58 | -14.43 | -41.50 | 116.64 | -55.11 | -22.30 | 51.97 | 20.54 | -55.57 | 21.68 | 167.45 | 14.72 | -29.84 | 24.56 | -25.45 | -13.80 | 2.46 | 18.93 | 66.25 | 52.52 | 2.78 |
| Sharpe Ratio | NA | 0.91 | 0.88 | 0.21 | 0.08 | NA | NA | … | … | -0.53 | 0.46 | -0.64 | 5.58 | -0.17 | -0.51 | 0.78 | -0.39 | -0.39 | 0.78 | 0.34 | -0.95 | 0.37 | 1.52 | 0.15 | -0.42 | 0.42 | -0.67 | -1.15 | -0.02 | 0.20 | 1.07 | 0.48 | 0.01 |
| Standard Deviation(%) | NA | 39.65 | 61.69 | 72.20 | 91.30 | NA | NA | … | … | 29.85 | 42.01 | 66.51 | 84.78 | 86.63 | 81.51 | 149.33 | 142.33 | 65.61 | 62.93 | 54.04 | 59.42 | 57.11 | 109.52 | 86.54 | 80.91 | 50.78 | 42.73 | 59.79 | 61.04 | 75.81 | 58.91 | 103.96 | 107.32 |
| Draw Down(%) | NA | 15.58 | 74.29 | 74.29 | 80.65 | NA | NA | … | … | 15.58 | 23.50 | 68.19 | 26.47 | 45.81 | 54.13 | 46.15 | 74.08 | 50.08 | 21.53 | 30.07 | 65.88 | 26.11 | 61.76 | 22.41 | 52.67 | 23.00 | 32.00 | 22.40 | 16.57 | 28.16 | 18.64 | 35.29 | 23.12 |
| 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 | 2.24 | 2.79 |
Data as of 04/09/2015, Common starting date is 03/04/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNFCA (Security National Financial Corporation) |
-29.54%
Apr 2006 – Apr 2009 |
-23.79%
Apr 2004 – Apr 2009 |
-6.15%
Jun 2002 – Jun 2012 |
-5.68%
Oct 1996 – Oct 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNFCA (Security National Financial Corporation) |
62.04%
Jan 2001 – Jan 2004 |
30.58%
Oct 2008 – Oct 2013 |
14.64%
Jan 1993 – Jan 2003 |
10.17%
Jan 1998 – Jan 2013 |
Annualized Rolling Returns Comparison Chart