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
ATLO (Ames National Corporation) 29.23% 74.76% 22.58% 7.76% 5.86% 7.92% 5.37%
Data as of 06/04/2026, Common starting date is 02/15/2000
More Performance Analytics Comparison
Name Start Date End Date
ATLO (Ames National Corporation) 02/15/2000 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 2002 2001 2000
Annualized Return (%) 2.32 74.76 22.58 7.76 5.86 7.92 5.37 29.23 45.69 -19.03 -3.02 0.98 6.41 -10.41 14.31 -5.01 -13.19 40.26 -3.33 19.48 5.24 15.41 -7.51 4.99 -18.55 43.28 -2.21 -14.57 -1.20 45.56 29.84 24.18 -22.55 13.61
Sharpe Ratio NA 3.25 0.68 0.22 0.14 NA NA 3.74 1.87 -0.65 -0.27 -0.04 0.32 -0.17 0.53 -0.27 -0.54 1.64 -0.12 0.70 0.19 0.43 -0.16 0.12 -0.24 0.40 -0.20 -0.42 -0.08 1.34 1.53 1.45 -0.61 0.83
Standard Deviation(%) NA 20.45 27.91 23.58 30.11 NA NA 19.89 22.98 34.63 25.19 11.99 19.89 61.78 24.04 23.79 25.94 24.37 27.38 27.87 27.29 36.05 47.31 39.59 78.86 105.60 27.27 43.48 44.62 33.29 19.04 15.93 41.28 13.66
Draw Down(%) NA 7.09 25.37 36.53 45.07 NA NA 7.09 12.17 25.37 36.53 11.29 14.85 38.19 12.06 20.96 19.72 7.33 14.44 11.35 15.63 21.17 33.62 20.75 47.21 51.13 16.18 27.18 44.38 23.33 4.63 5.17 33.43 5.77
Yield(%) 0.83 5.08 5.59 4.07 3.98 5.40 3.94 2.11 4.88 4.74 5.72 4.40 4.42 3.56 3.66 4.13 2.63 3.56 3.06 3.15 2.81 2.95 2.30 2.04 2.15 5.82 5.10 3.96 3.31 5.78 4.83 6.45 4.55 7.58
Data as of 06/04/2026, Common starting date is 02/15/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATLO (Ames National Corporation) -19.43%
Jun 2005 – Jun 2008
-8.91%
Jul 2005 – Jul 2010
-0.97%
Jul 2005 – Jul 2015
-1.27%
Jul 2005 – Jul 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATLO (Ames National Corporation) 42.89%
Jun 2002 – Jun 2005
22.01%
Jul 2000 – Jul 2005
10.09%
Mar 2002 – Mar 2012
10.26%
Nov 2001 – Nov 2016
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return