Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHDB (Bank of Labor Bancshares Inc) | -5.00% | 17.77% | 85.42% | 30.26% | 7.23% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHDB (Bank of Labor Bancshares Inc) | 10/17/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.64 | 17.77 | 85.42 | 30.26 | 7.23 | NA | NA | … | … | -5.00 | 178.64 | 100.68 | 20.00 | -39.39 | -20.48 | -4.05 | 5.52 | -12.50 | -7.69 | -13.33 | 12.15 | -7.76 | 17.17 | 0.00 |
| Sharpe Ratio | NA | 0.30 | 1.79 | 0.72 | 0.19 | NA | NA | … | … | -0.75 | 2.90 | 3.29 | 0.39 | -1.58 | -1.65 | -1.07 | 0.34 | -1.41 | -1.04 | -0.57 | 0.53 | -0.67 | 1.08 | 0.00 |
| Standard Deviation(%) | NA | 36.32 | 44.59 | 37.26 | 27.79 | NA | NA | … | … | 28.73 | 60.89 | 29.51 | 42.23 | 25.87 | 12.41 | 4.00 | 11.80 | 9.89 | 8.09 | 23.74 | 22.87 | 11.63 | 15.85 | NA |
| Draw Down(%) | NA | 20.06 | 24.75 | 57.81 | 76.27 | NA | NA | … | … | 20.06 | 16.25 | 7.46 | 24.75 | 45.71 | 20.48 | 5.78 | 6.79 | 16.67 | 8.65 | 20.00 | 17.86 | 11.67 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.01 | 11.67 | 4.12 | 1.23 | 1.08 | 0.81 | … | … | 0.00 | 6.67 | 12.50 | 0.00 | 0.00 | 0.00 | 0.00 | 2.38 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/17/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHDB (Bank of Labor Bancshares Inc) |
-24.55%
Jun 2020 – Jun 2023 |
-16.75%
Jun 2018 – Jun 2023 |
-11.08%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHDB (Bank of Labor Bancshares Inc) |
88.62%
Dec 2022 – Dec 2025 |
27.51%
May 2021 – May 2026 |
8.83%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart