Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Insurance Brokers Equal Weight 5.62% 24.96% 14.01% 24.49% 19.55% 18.91% 15.46% 16.45%
More Performance Analytics Comparison
Name Start Date End Date
Insurance Brokers Equal Weight 06/20/1984 04/25/2025
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 06/20/1984.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984
Annualized Return (%) -0.27 24.96 14.01 24.49 19.55 18.91 15.46 16.45 5.62 28.56 14.81 -2.67 45.67 15.58 40.98 9.57 21.57 30.36 -3.45 11.75 40.44 13.64 9.98 30.15 -9.73 -1.24 -2.05 -1.34 22.23 1.38 12.08 -12.55 49.05 25.03 32.58 3.00 42.53 8.59 25.79 2.06 3.76 29.87 30.45 -14.84 48.80 11.55 -26.48 22.86 67.98 43.68
Sharpe Ratio NA 1.03 0.49 1.13 0.90 NA NA 0.69 0.20 1.54 0.61 -0.15 2.75 0.43 2.56 0.52 2.03 2.05 -0.23 0.88 3.11 1.05 0.39 1.76 -0.34 -0.06 -0.30 -0.31 1.29 0.02 0.55 -0.46 1.45 0.67 1.55 -0.01 2.42 0.45 1.99 -0.07 0.11 1.70 1.34 -1.08 3.67 0.59 -1.43 1.22 4.88 3.04
Standard Deviation(%) NA 18.01 19.81 19.64 19.80 NA NA 19.82 23.31 14.30 17.23 26.50 16.61 35.81 15.44 15.97 10.32 14.68 15.39 13.27 13.01 12.98 25.38 17.04 28.92 34.67 16.55 14.70 15.56 22.56 20.77 29.98 32.15 31.37 18.92 21.93 16.10 11.32 11.02 13.20 15.75 16.14 19.99 18.67 11.74 11.64 21.29 15.38 12.86 13.22
Draw Down(%) NA 11.26 19.31 22.04 36.34 NA NA 39.56 10.13 10.67 11.44 22.04 6.62 36.34 5.54 13.42 4.57 8.64 13.17 9.21 5.45 9.45 22.70 11.31 27.43 24.77 9.64 18.09 11.93 27.59 18.73 35.02 12.74 27.67 18.48 23.02 8.59 11.24 3.89 11.46 10.18 7.66 10.79 26.44 6.38 6.29 37.51 13.77 11.17 4.82
Yield(%) NA 1.02 1.10 1.18 1.58 NA NA 0.00 NA 0.64 1.11 0.98 1.29 1.32 1.77 1.84 2.23 2.45 1.97 1.96 2.31 2.49 2.65 3.22 2.83 2.65 2.37 2.11 2.26 2.25 2.30 1.74 2.19 1.87 0.51 0.46 0.67 0.79 1.01 0.95 0.89 1.05 1.20 0.87 0.00 0.00 0.00 0.00 0.00 0.00
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
Insurance Brokers Equal Weight -11.18%
Feb 2006 - Feb 2009 		-3.62%
Feb 2004 - Feb 2009 		2.12%
Sep 2001 - Sep 2011 		7.61%
Oct 2001 - Oct 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
Insurance Brokers Equal Weight 41.54%
Jul 1984 - Jul 1987 		30.97%
Oct 1996 - Oct 2001 		22.35%
Sep 2011 - Sep 2021 		20.45%
Feb 2010 - Feb 2025
Annualized Rolling Returns Comparison Chart