Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALRS (Alerus Financial Corporation) | 28.60% | 42.35% | 23.17% | 0.61% | 8.11% | 11.20% | 8.45% | … | … |
Data as of 06/04/2026, Common starting date is 03/20/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALRS (Alerus Financial Corporation) | 03/20/2003 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.66 | 42.35 | 23.17 | 0.61 | 8.11 | 11.20 | 8.45 | … | … | 28.60 | 21.74 | -10.65 | -0.19 | -17.91 | 9.23 | 23.28 | 21.98 | -3.67 | 23.26 | -7.75 | -2.26 | 18.57 | 68.66 | 24.55 | 8.23 | 17.67 | -3.42 | -26.69 | -8.14 | 32.38 | 22.43 | 64.23 | -0.62 |
| Sharpe Ratio | NA | 1.47 | 0.66 | -0.06 | 0.20 | NA | NA | … | … | 3.10 | 0.64 | -0.41 | -0.10 | -0.65 | 0.23 | 0.50 | 1.34 | -0.33 | 1.77 | -0.49 | -0.12 | 0.64 | 3.94 | 0.21 | 0.26 | 0.57 | -0.12 | -0.58 | -0.90 | 1.84 | 1.04 | 1.92 | -0.08 |
| Standard Deviation(%) | NA | 25.80 | 32.03 | 33.02 | 30.06 | NA | NA | … | … | 25.93 | 29.49 | 34.55 | 36.88 | 29.93 | 40.51 | 45.62 | 15.36 | 15.29 | 12.85 | 16.42 | 19.27 | 29.15 | 17.42 | 118.65 | 31.66 | 30.60 | 29.38 | 47.80 | 12.53 | 15.85 | 19.39 | 32.90 | 19.51 |
| Draw Down(%) | NA | 11.40 | 32.45 | 61.66 | 61.66 | NA | NA | … | … | 10.75 | 25.69 | 24.14 | 41.96 | 27.90 | 24.63 | 32.60 | 5.93 | 26.44 | 4.47 | 17.97 | 10.24 | 14.70 | 5.77 | 57.57 | 26.06 | 13.08 | 20.46 | 36.92 | 12.50 | 8.78 | 10.91 | 12.50 | 8.73 |
| Yield(%) | 0.00 | 4.01 | 4.63 | 2.27 | 3.61 | 6.08 | 4.72 | … | … | 0.94 | 4.34 | 3.58 | 3.33 | 2.40 | 2.37 | 2.67 | 2.86 | 2.56 | 2.75 | 2.35 | 2.05 | 2.29 | 3.29 | 2.74 | 3.49 | 4.00 | 3.64 | 2.38 | 1.96 | 2.30 | 2.50 | 3.62 | 2.41 |
Data as of 06/04/2026, Common starting date is 03/20/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALRS (Alerus Financial Corporation) |
-13.88%
Nov 2006 – Nov 2009 |
-7.53%
Apr 2018 – Apr 2023 |
2.56%
Dec 2014 – Dec 2024 |
5.01%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALRS (Alerus Financial Corporation) |
42.72%
Jan 2009 – Jan 2012 |
27.31%
Oct 2009 – Oct 2014 |
17.98%
Oct 2011 – Oct 2021 |
15.12%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart