Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHWB (Blackhawk Bancorp Inc) | NA | 3.05% | 20.31% | 4.08% | 15.27% | 9.58% | 7.10% | … | … |
Data as of 08/15/2023, Common starting date is 02/23/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHWB (Blackhawk Bancorp Inc) | 02/23/1999 | 08/15/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.69 | 3.05 | 20.31 | 4.08 | 15.27 | 9.58 | 7.10 | … | … | 13.42 | -14.36 | -16.91 | 2.44 | 6.22 | -0.35 | 18.89 | 29.92 | 17.91 | 39.87 | 68.46 | 10.17 | -9.23 | 20.37 | -37.09 | -3.63 | -9.77 | 1.07 | -19.41 | 20.65 | 32.98 | 4.90 | 2.19 | -29.14 | -2.65 |
| Sharpe Ratio | NA | -0.04 | 1.20 | 0.15 | 0.69 | NA | NA | … | … | 0.93 | -1.89 | -0.32 | 0.07 | 0.48 | -0.08 | 1.13 | 1.60 | 1.15 | 1.13 | 1.81 | 0.19 | -0.17 | 0.35 | -0.44 | -0.10 | -0.49 | -0.07 | -0.83 | 0.63 | 1.36 | 0.15 | 0.00 | -0.55 | -0.20 |
| Standard Deviation(%) | NA | 16.99 | 15.72 | 18.68 | 21.00 | NA | NA | … | … | 19.60 | 8.26 | 54.31 | 29.42 | 10.11 | 21.14 | 16.17 | 18.56 | 15.58 | 35.32 | 37.90 | 54.79 | 53.93 | 58.30 | 85.38 | 46.69 | 26.20 | 33.84 | 26.00 | 31.44 | 23.81 | 24.64 | 69.05 | 60.80 | 31.08 |
| Draw Down(%) | NA | 19.98 | 30.02 | 36.15 | 36.15 | NA | NA | … | … | 16.82 | 17.39 | 39.97 | 36.16 | 6.72 | 10.41 | 13.76 | 11.60 | 10.38 | 19.54 | 12.50 | 39.30 | 49.00 | 28.47 | 43.85 | 27.31 | 22.87 | 18.82 | 21.98 | 14.14 | 7.09 | 16.75 | 22.89 | 39.91 | 22.39 |
| Yield(%) | 0.00 | 1.82 | 2.13 | 1.43 | 3.22 | 2.23 | 2.20 | … | … | 1.21 | 1.40 | 0.79 | 1.54 | 1.50 | 1.40 | 1.20 | 0.90 | 0.79 | 0.55 | 0.00 | 0.00 | 0.00 | 0.00 | 3.03 | 3.20 | 3.00 | 3.20 | 2.51 | 3.05 | 3.79 | 3.83 | 4.36 | 0.87 | 0.00 |
Data as of 08/15/2023, Common starting date is 02/23/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHWB (Blackhawk Bancorp Inc) |
-20.62%
Aug 2007 – Aug 2010 |
-14.90%
Dec 2004 – Dec 2009 |
-5.89%
Dec 1999 – Dec 2009 |
1.78%
Jul 1999 – Jul 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHWB (Blackhawk Bancorp Inc) |
44.12%
Nov 2012 – Nov 2015 |
35.53%
Nov 2012 – Nov 2017 |
21.26%
Nov 2011 – Nov 2021 |
10.82%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart