Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ASB-PD (Associated Banc-Corp) NA 3.28% 6.46% 5.58% NA NA NA
Data as of 09/14/2021, Common starting date is 09/08/2016
More Performance Analytics Comparison
Name Start Date End Date
ASB-PD (Associated Banc-Corp) 09/08/2016 09/14/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016
Annualized Return (%) 0.04 3.28 6.46 5.58 NA NA NA 0.28 0.66 16.17 -14.48 18.59 -14.16
Sharpe Ratio NA 0.45 0.29 0.28 NA NA NA 0.06 0.01 1.68 -1.44 2.00 -1.93
Standard Deviation(%) NA 7.26 20.15 17.23 NA NA NA 6.21 32.72 8.77 10.99 9.00 19.94
Draw Down(%) NA 2.39 31.85 31.85 NA NA NA 1.99 32.72 3.41 18.64 6.69 18.51
Yield(%) 0.00 5.32 5.58 5.42 2.67 1.78 1.33 3.92 5.26 6.12 5.34 6.14 1.33
Data as of 09/14/2021, Common starting date is 09/08/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASB-PD (Associated Banc-Corp) 2.16%
Mar 2017 – Mar 2020
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASB-PD (Associated Banc-Corp) 12.55%
Nov 2016 – Nov 2019
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return