Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRO (Brown & Brown, Inc.) | -24.39% | -42.11% | -1.62% | 3.54% | 13.78% | 12.14% | 8.46% | … | … |
Data as of 06/11/2026, Common starting date is 02/11/1981
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRO (Brown & Brown, Inc.) | 02/11/1981 | 06/11/2026 |
| 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 | 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 | 1983 | 1982 | 1981 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.48 | -42.11 | -1.62 | 3.54 | 13.78 | 12.14 | 8.46 | … | … | -24.39 | -21.37 | 44.32 | 25.73 | -18.39 | 49.31 | 21.06 | 44.67 | 8.30 | 16.15 | 41.81 | -1.08 | 6.25 | 24.78 | 14.05 | -4.13 | 35.35 | -12.64 | -9.78 | -15.90 | -6.98 | 41.30 | 34.53 | 1.69 | 19.15 | 57.11 | 84.83 | 9.66 | -21.71 | 68.40 | 6.53 | 14.37 | 21.68 | 6.72 | 39.58 | 134.37 | -37.25 | 54.55 | 17.86 | -41.67 | 32.11 | 127.08 | 20.00 | -28.57 | 7.69 | -18.75 |
| Sharpe Ratio | NA | -1.68 | -0.22 | 0.02 | 0.50 | NA | NA | … | … | -1.61 | -0.95 | 2.26 | 1.09 | -0.60 | 2.47 | 0.55 | 2.50 | 0.43 | 1.24 | 2.37 | -0.07 | 0.37 | 1.47 | 0.80 | -0.14 | 1.76 | -0.44 | -0.23 | -0.85 | -0.44 | 2.11 | 1.58 | 0.04 | 0.49 | 1.55 | 2.53 | 0.22 | -0.57 | 2.00 | 0.11 | 0.32 | 0.49 | 0.10 | 0.81 | 1.96 | -0.72 | 3.11 | 0.91 | -2.45 | 1.01 | 4.98 | 0.74 | -0.59 | -0.01 | -1.60 |
| Standard Deviation(%) | NA | 28.94 | 23.36 | 25.05 | 23.80 | NA | NA | … | … | 32.58 | 25.50 | 18.04 | 20.35 | 32.97 | 19.98 | 37.89 | 17.25 | 16.23 | 12.52 | 17.55 | 15.90 | 16.86 | 16.79 | 17.66 | 29.98 | 19.98 | 29.06 | 47.02 | 22.44 | 23.49 | 18.53 | 21.29 | 25.97 | 36.89 | 35.97 | 31.80 | 28.68 | 44.03 | 32.27 | 26.21 | 32.65 | 37.63 | 45.18 | 45.40 | 66.01 | 59.46 | 15.61 | 14.12 | 18.67 | 27.26 | 24.43 | 17.36 | 59.01 | 27.00 | 19.57 |
| Draw Down(%) | NA | 50.55 | 55.85 | 55.85 | 55.85 | NA | NA | … | … | 32.21 | 38.27 | 11.01 | 13.60 | 27.29 | 10.54 | 34.74 | 6.60 | 16.57 | 9.01 | 10.06 | 10.77 | 13.45 | 12.48 | 9.83 | 36.38 | 7.98 | 26.55 | 28.93 | 19.64 | 22.04 | 11.63 | 15.07 | 20.37 | 31.53 | 21.27 | 21.72 | 20.95 | 38.83 | 12.77 | 10.78 | 6.90 | 14.29 | 13.41 | 29.13 | 15.79 | 40.38 | 8.57 | 10.81 | 47.17 | 22.41 | 3.57 | 8.70 | 50.00 | 20.51 | 18.75 |
| Yield(%) | 0.00 | 0.62 | 0.90 | 0.99 | 2.30 | 2.73 | 1.98 | … | … | 0.43 | 0.61 | 0.76 | 0.84 | 0.61 | 0.82 | 0.88 | 1.20 | 1.19 | 1.24 | 1.59 | 1.39 | 1.32 | 1.41 | 1.52 | 1.32 | 1.74 | 1.48 | 1.22 | 0.89 | 0.68 | 0.77 | 0.88 | 0.74 | 0.74 | 0.96 | 1.42 | 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 |
Data as of 06/11/2026, Common starting date is 02/11/1981
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRO (Brown & Brown, Inc.) |
-17.69%
Feb 2006 – Feb 2009 |
-9.02%
Sep 2006 – Sep 2011 |
1.66%
Feb 2006 – Feb 2016 |
7.32%
Jan 2002 – Jan 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRO (Brown & Brown, Inc.) |
63.86%
Feb 1999 – Feb 2002 |
42.35%
Feb 2000 – Feb 2005 |
30.69%
Feb 1991 – Feb 2001 |
29.81%
Dec 1990 – Dec 2005 |
Annualized Rolling Returns Comparison Chart