Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCOW (1895 Bancorp of Wisconsin, Inc.) | -3.21% | 9.05% | 16.82% | -0.65% | NA | NA | NA | … | … |
Data as of 05/27/2026, Common starting date is 01/10/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCOW (1895 Bancorp of Wisconsin, Inc.) | 01/10/2019 | 05/27/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.73 | 9.05 | 16.82 | -0.65 | NA | NA | NA | … | … | -3.21 | 11.50 | 43.06 | -30.10 | -9.01 | 45.24 | -7.61 | 7.80 |
| Sharpe Ratio | NA | 0.43 | 0.52 | -0.12 | NA | NA | NA | … | … | -0.85 | 0.36 | 1.33 | -0.99 | -0.50 | 1.12 | -0.16 | 0.38 |
| Standard Deviation(%) | NA | 14.80 | 26.39 | 25.88 | NA | NA | NA | … | … | 12.21 | 24.40 | 27.49 | 35.06 | 20.98 | 40.54 | 50.23 | 17.59 |
| Draw Down(%) | NA | 10.41 | 25.00 | 50.59 | NA | NA | NA | … | … | 5.00 | 10.56 | 18.82 | 40.54 | 15.36 | 13.29 | 37.59 | 9.77 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/27/2026, Common starting date is 01/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCOW (1895 Bancorp of Wisconsin, Inc.) |
-14.26%
Mar 2021 – Mar 2024 |
-1.64%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCOW (1895 Bancorp of Wisconsin, Inc.) |
16.32%
Feb 2019 – Feb 2022 |
11.43%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart