Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASB-PE (Associated Banc-Corp) | -0.34% | 11.39% | 14.17% | 1.00% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/21/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASB-PE (Associated Banc-Corp) | 09/21/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 11.39 | 14.17 | 1.00 | NA | NA | NA | … | … | -0.34 | 5.55 | 14.92 | -0.95 | -12.84 | 2.66 | 12.00 | 14.84 | -0.41 |
| Sharpe Ratio | NA | 0.75 | 0.76 | -0.08 | NA | NA | NA | … | … | -0.43 | 0.20 | 0.72 | -0.14 | -0.92 | 0.25 | 0.34 | 1.21 | -0.20 |
| Standard Deviation(%) | NA | 10.64 | 16.66 | 19.04 | NA | NA | NA | … | … | 8.31 | 13.58 | 15.74 | 32.50 | 15.56 | 10.70 | 34.21 | 11.05 | 16.19 |
| Draw Down(%) | NA | 8.91 | 15.92 | 40.78 | NA | NA | NA | … | … | 4.46 | 13.00 | 9.45 | 38.78 | 13.97 | 6.64 | 29.62 | 3.58 | 5.32 |
| Yield(%) | 1.74 | 7.42 | 8.57 | 5.35 | 4.64 | 3.09 | 2.32 | … | … | 3.44 | 6.65 | 7.31 | 6.60 | 5.52 | 5.35 | 6.49 | 5.97 | 0.12 |
Data as of 06/04/2026, Common starting date is 09/21/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASB-PE (Associated Banc-Corp) |
-8.82%
May 2020 – May 2023 |
-0.61%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASB-PE (Associated Banc-Corp) |
16.47%
May 2023 – May 2026 |
3.99%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart