Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBBK (Baker Boyer Bancorp) | -1.85% | 6.11% | -10.44% | -7.35% | -1.02% | 0.14% | 3.10% | … | … |
Data as of 06/04/2026, Common starting date is 07/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBBK (Baker Boyer Bancorp) | 07/22/1999 | 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 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.35 | 6.11 | -10.44 | -7.35 | -1.02 | 0.14 | 3.10 | … | … | -1.85 | 29.17 | -25.98 | -27.46 | 5.53 | 5.25 | 1.31 | 12.67 | 0.72 | 2.29 | 4.17 | 7.42 | -5.34 | 5.95 | 8.50 | -14.99 | 39.47 | 11.88 | -0.15 | 9.79 | 20.03 | 12.10 | 14.29 | -14.52 | -5.70 | 9.49 | 1.31 | 5.37 |
| Sharpe Ratio | NA | 0.36 | -0.46 | -0.35 | -0.09 | NA | NA | … | … | -0.07 | 1.16 | -0.85 | -1.08 | 0.51 | 0.20 | 0.02 | 0.33 | -0.05 | 0.13 | 0.05 | 1.53 | -0.46 | 0.28 | 0.14 | -0.27 | 0.93 | 0.37 | -0.05 | 0.12 | 1.07 | 0.58 | 0.47 | -0.78 | -0.74 | 0.43 | -0.13 | 1.64 |
| Standard Deviation(%) | NA | 16.78 | 30.41 | 24.88 | 27.21 | NA | NA | … | … | 19.63 | 23.71 | 34.71 | 29.04 | 7.62 | 27.50 | 43.81 | 34.32 | 13.57 | 12.17 | 79.78 | 4.84 | 11.57 | 21.25 | 59.65 | 55.95 | 42.40 | 31.55 | 22.97 | 53.66 | 15.63 | 16.97 | 28.06 | 19.57 | 9.30 | 16.77 | 22.55 | 5.40 |
| Draw Down(%) | NA | 7.11 | 54.33 | 54.57 | 57.48 | NA | NA | … | … | 6.67 | 11.24 | 35.92 | 32.68 | 4.74 | 8.82 | 26.67 | 18.86 | 5.88 | 6.14 | 42.66 | 1.91 | 9.42 | 15.38 | 26.71 | 33.17 | 18.84 | 13.33 | 15.17 | 28.66 | 5.68 | 5.91 | 10.49 | 25.65 | 7.68 | 6.56 | 12.11 | 0.00 |
| Yield(%) | 0.00 | 2.47 | 2.69 | 2.75 | 3.67 | 3.53 | 5.14 | … | … | 0.00 | 4.37 | 4.08 | 3.74 | 4.47 | 2.41 | 4.58 | 5.45 | 4.54 | 4.43 | 4.11 | 4.24 | 3.85 | 3.88 | 4.00 | 3.20 | 4.32 | 4.61 | 4.56 | 4.47 | 4.97 | 5.25 | 5.13 | 4.63 | 4.89 | 4.97 | 4.60 | 1.90 |
Data as of 06/04/2026, Common starting date is 07/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBBK (Baker Boyer Bancorp) |
-20.20%
Jun 2021 – Jun 2024 |
-10.61%
Sep 2019 – Sep 2024 |
-3.69%
Jul 2014 – Jul 2024 |
-1.74%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBBK (Baker Boyer Bancorp) |
26.46%
Jul 2008 – Jul 2011 |
19.58%
Feb 2005 – Feb 2010 |
10.20%
Jun 2001 – Jun 2011 |
7.45%
Jan 2005 – Jan 2020 |
Annualized Rolling Returns Comparison Chart