Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCSO (Bancorp. of Southern Indiana) | 4.00% | 4.40% | 9.55% | 10.62% | 8.39% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCSO (Bancorp. of Southern Indiana) | 06/19/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.27 | 4.40 | 9.55 | 10.62 | 8.39 | NA | NA | … | … | 4.00 | 28.14 | -3.17 | 3.22 | -10.22 | 40.66 | -5.10 | 2.83 | 8.34 | 24.24 | 53.84 | 4.11 | 16.86 | 4.93 | 2.02 |
| Sharpe Ratio | NA | 0.03 | 0.34 | 0.37 | 0.46 | NA | NA | … | … | 1.45 | 0.93 | -0.36 | -0.19 | -0.85 | 1.31 | -0.15 | 0.79 | 1.18 | 1.61 | 1.35 | 1.43 | 1.44 | 1.66 | 1.38 |
| Standard Deviation(%) | NA | 18.68 | 18.53 | 20.99 | 22.85 | NA | NA | … | … | 3.16 | 27.36 | 18.79 | 2.28 | 13.72 | 31.04 | 34.71 | 1.73 | 5.94 | 14.75 | 39.83 | 2.85 | 11.71 | 2.96 | 2.76 |
| Draw Down(%) | NA | 13.33 | 13.33 | 13.33 | 24.22 | NA | NA | … | … | 0.00 | 13.33 | 13.08 | 0.00 | 12.66 | 0.00 | 24.22 | 0.00 | 0.00 | 0.00 | 21.24 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 1.12 | 2.88 | 2.82 | 3.50 | 3.55 | 5.14 | 3.86 | … | … | 1.14 | 2.26 | 3.16 | 3.14 | 2.74 | 3.69 | 1.62 | 2.78 | 2.35 | 2.69 | 3.99 | 3.99 | 4.46 | 3.97 | 1.98 |
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCSO (Bancorp. of Southern Indiana) |
-4.77%
Oct 2017 – Oct 2020 |
1.00%
Jun 2016 – Jun 2021 |
10.26%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCSO (Bancorp. of Southern Indiana) |
34.81%
Jun 2013 – Jun 2016 |
20.74%
Oct 2013 – Oct 2018 |
14.30%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart