Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEOB (BEO Bancorp) | 1.57% | 36.97% | 34.30% | 27.42% | 19.36% | 19.14% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/08/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEOB (BEO Bancorp) | 05/08/2007 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.64 | 36.97 | 34.30 | 27.42 | 19.36 | 19.14 | NA | … | … | 1.57 | 32.54 | 44.87 | 36.29 | 1.19 | -2.91 | 27.46 | 26.84 | -6.03 | 18.17 | 23.68 | 4.35 | -0.66 | 39.13 | 58.76 | -15.73 | 44.51 | -28.30 | -35.66 | 8.82 |
| Sharpe Ratio | NA | 1.82 | 1.31 | 1.00 | 0.60 | NA | NA | … | … | 0.06 | 1.20 | 1.98 | 1.04 | -0.01 | -0.08 | 0.56 | 0.98 | -0.35 | 0.88 | 0.68 | 0.28 | -0.02 | 1.71 | 2.48 | -0.37 | 0.96 | -0.49 | -0.74 | 0.38 |
| Standard Deviation(%) | NA | 19.80 | 23.63 | 24.96 | 29.35 | NA | NA | … | … | 16.57 | 27.02 | 19.34 | 31.01 | 21.00 | 34.52 | 48.03 | 26.02 | 20.82 | 20.09 | 34.68 | 15.18 | 42.42 | 22.87 | 23.91 | 42.88 | 46.10 | 58.10 | 49.57 | 29.12 |
| Draw Down(%) | NA | 5.44 | 11.48 | 16.16 | 31.97 | NA | NA | … | … | 5.12 | 7.50 | 6.41 | 11.48 | 14.13 | 18.20 | 30.36 | 12.83 | 7.42 | 11.83 | 17.39 | 13.81 | 25.83 | 10.00 | 11.18 | 22.22 | 28.16 | 42.86 | 54.72 | 17.34 |
| Yield(%) | 0.00 | 2.45 | 3.06 | 3.51 | 4.44 | 7.57 | 3.70 | … | … | 0.00 | 2.60 | 2.30 | 2.84 | 2.44 | 2.30 | 2.71 | 3.17 | 2.75 | 2.96 | 3.33 | 3.15 | 2.61 | 3.24 | 4.55 | 2.96 | 2.11 | 0.00 | 2.14 | 2.78 |
Data as of 06/03/2026, Common starting date is 05/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEOB (BEO Bancorp) |
-26.61%
Oct 2007 – Oct 2010 |
-8.37%
Aug 2007 – Aug 2012 |
2.63%
Mar 2008 – Mar 2018 |
5.35%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEOB (BEO Bancorp) |
41.54%
Sep 2022 – Sep 2025 |
31.92%
Dec 2020 – Dec 2025 |
20.22%
Feb 2016 – Feb 2026 |
20.67%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart