Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFIN (BankFinancial Corporation) | NA | -2.33% | 8.80% | 10.63% | 2.69% | 3.99% | 1.34% | … | … |
Data as of 12/31/2025, Common starting date is 06/24/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFIN (BankFinancial Corporation) | 06/24/2005 | 12/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.83 | -2.33 | 8.80 | 10.63 | 2.69 | 3.99 | 1.34 | … | … | -2.33 | 28.37 | 2.03 | 2.66 | 26.18 | -29.73 | -9.98 | -0.19 | 4.40 | 19.34 | 8.62 | 30.44 | 23.95 | 35.12 | -41.90 | 1.47 | -0.10 | -34.29 | -9.55 | 22.61 | 7.97 |
| Sharpe Ratio | NA | -0.19 | 0.20 | 0.34 | 0.04 | NA | NA | … | … | -0.19 | 0.96 | -0.06 | 0.07 | 1.02 | -0.45 | -0.53 | -0.09 | 0.22 | 0.99 | 0.46 | 1.37 | 0.75 | 1.06 | -0.91 | 0.05 | 0.00 | -0.60 | -0.41 | 1.02 | 0.82 |
| Standard Deviation(%) | NA | 27.02 | 26.32 | 24.77 | 29.78 | NA | NA | … | … | 27.02 | 25.85 | 26.15 | 18.19 | 25.74 | 65.85 | 21.56 | 18.27 | 16.75 | 19.29 | 18.62 | 22.25 | 31.76 | 33.49 | 46.20 | 28.40 | 46.52 | 58.34 | 31.12 | 18.95 | 16.23 |
| Draw Down(%) | NA | 19.36 | 29.74 | 34.30 | 60.73 | NA | NA | … | … | 19.36 | 12.19 | 29.74 | 16.24 | 11.22 | 47.49 | 27.87 | 22.73 | 11.44 | 10.15 | 13.54 | 11.35 | 13.04 | 24.97 | 45.32 | 18.05 | 28.98 | 43.04 | 24.56 | 6.40 | 11.11 |
| Yield(%) | 0.00 | 3.15 | 3.82 | 4.56 | 2.90 | 2.90 | 1.86 | … | … | 3.29 | 3.93 | 3.82 | 3.73 | 4.60 | 3.04 | 2.64 | 2.42 | 1.87 | 1.67 | 1.73 | 0.86 | 0.53 | 0.54 | 2.20 | 2.79 | 2.70 | 1.81 | 1.59 | 1.21 | 0.00 |
Data as of 12/31/2025, Common starting date is 06/24/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFIN (BankFinancial Corporation) |
-20.93%
Sep 2008 – Sep 2011 |
-18.94%
Dec 2006 – Dec 2011 |
-1.92%
Jun 2006 – Jun 2016 |
-2.62%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFIN (BankFinancial Corporation) |
29.75%
Dec 2011 – Dec 2014 |
23.15%
Dec 2011 – Dec 2016 |
9.03%
Feb 2012 – Feb 2022 |
4.99%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart