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
BAOB (Baraboo Bancorporation Inc) 9.02% 52.79% 31.85% 12.88% 15.94% 3.77% -3.58%
Data as of 06/04/2026, Common starting date is 07/16/2003
More Performance Analytics Comparison
Name Start Date End Date
BAOB (Baraboo Bancorporation Inc) 07/16/2003 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 (%) -5.49 52.79 31.85 12.88 15.94 3.77 -3.58 9.02 77.36 25.23 -20.21 -8.83 39.49 -26.71 21.24 -10.93 31.65 53.85 6.78 10.52 -10.45 -59.80 14.52 -3.30 -60.34 -35.70 2.81 -6.32 -0.78 43.53 12.95
Sharpe Ratio NA 3.10 1.16 0.39 0.41 NA NA 1.98 3.44 0.73 -0.59 -0.35 1.27 -0.52 1.02 -0.52 0.88 0.84 0.11 0.21 -0.18 -0.80 0.26 -0.04 -0.60 -0.77 -0.03 -0.81 -0.06 0.89 1.06
Standard Deviation(%) NA 19.82 26.84 29.19 35.93 NA NA 17.53 21.77 29.45 40.92 29.83 31.03 51.96 19.37 23.91 35.46 63.76 59.53 50.21 56.99 75.63 54.78 89.61 100.37 47.55 13.45 12.01 48.30 48.04 27.62
Draw Down(%) NA 7.85 22.63 42.80 52.28 NA NA 7.85 7.82 12.86 30.39 29.62 11.76 48.36 7.79 16.59 19.70 24.29 24.89 31.60 58.00 65.00 31.09 33.08 60.34 56.38 9.52 7.75 13.33 24.23 8.05
Yield(%) 0.00 2.81 3.61 2.55 3.77 1.06 0.54 0.51 3.53 3.40 3.29 2.22 2.67 1.67 1.14 0.25 0.33 0.00 0.00 0.00 0.00 0.00 0.79 0.00 2.70 2.19 2.02 1.64 0.39 0.40 0.00
Data as of 06/04/2026, Common starting date is 07/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BAOB (Baraboo Bancorporation Inc) -37.53%
Nov 2007 – Nov 2010
-37.60%
May 2008 – May 2013
-20.89%
Sep 2005 – Sep 2015
-11.77%
Sep 2005 – Sep 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BAOB (Baraboo Bancorporation Inc) 38.75%
May 2014 – May 2017
24.81%
May 2013 – May 2018
17.59%
Mar 2016 – Mar 2026
4.14%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return