Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFFN (Capitol Federal Financial, Inc.) | 18.12% | 45.38% | 14.51% | -2.83% | 2.58% | 6.02% | 8.24% | … | … |
Data as of 06/04/2026, Common starting date is 04/01/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFFN (Capitol Federal Financial, Inc.) | 04/01/1999 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 45.38 | 14.51 | -2.83 | 2.58 | 6.02 | 8.24 | … | … | 18.12 | 21.96 | -2.92 | -21.21 | -16.35 | -2.04 | -5.26 | 20.25 | 8.74 | -12.61 | 46.10 | 11.14 | 19.71 | 16.08 | 6.94 | 8.39 | 8.61 | -16.22 | 73.57 | -4.18 | 40.39 | 11.94 | 19.43 | 50.19 | 75.97 | 38.03 | -35.55 | 3.38 |
| Sharpe Ratio | NA | 1.63 | 0.35 | -0.19 | 0.03 | NA | NA | … | … | 1.83 | 0.71 | -0.19 | -0.67 | -0.70 | -0.09 | -0.12 | 1.11 | 0.43 | -0.78 | 2.91 | 0.72 | 1.55 | 1.40 | 0.61 | 0.43 | 0.38 | -0.48 | 2.01 | -0.30 | 2.57 | 0.66 | 0.93 | 2.47 | 2.52 | 1.29 | -0.34 | 0.06 |
| Standard Deviation(%) | NA | 25.23 | 32.13 | 29.84 | 27.78 | NA | NA | … | … | 24.80 | 27.01 | 34.68 | 37.10 | 25.36 | 22.08 | 44.87 | 16.97 | 17.28 | 16.99 | 15.78 | 15.49 | 12.74 | 11.47 | 11.40 | 19.55 | 22.69 | 33.70 | 35.87 | 24.75 | 14.45 | 14.78 | 19.82 | 20.04 | 29.66 | 28.11 | 116.58 | 17.53 |
| Draw Down(%) | NA | 10.59 | 37.38 | 61.42 | 63.81 | NA | NA | … | … | 10.59 | 18.87 | 26.52 | 50.38 | 34.09 | 21.37 | 35.64 | 7.73 | 12.33 | 19.41 | 6.59 | 5.95 | 6.70 | 7.27 | 6.09 | 13.28 | 32.93 | 28.73 | 32.97 | 18.74 | 5.37 | 9.64 | 18.67 | 11.73 | 25.31 | 8.06 | 68.31 | 8.68 |
| Yield(%) | 0.00 | 6.68 | 5.71 | 4.42 | 6.03 | 7.79 | 9.34 | … | … | 3.14 | 5.84 | 5.28 | 3.94 | 7.12 | 7.69 | 3.45 | 7.42 | 8.04 | 6.02 | 8.41 | 8.12 | 8.64 | 8.25 | 5.52 | 11.39 | 21.95 | 15.21 | 20.71 | 15.64 | 19.10 | 19.44 | 16.74 | 20.62 | 28.17 | 11.85 | 14.65 | 3.09 |
Data as of 06/04/2026, Common starting date is 04/01/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFFN (Capitol Federal Financial, Inc.) |
-22.54%
Apr 2021 – Apr 2024 |
-12.72%
Apr 2019 – Apr 2024 |
0.07%
Apr 2014 – Apr 2024 |
1.74%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFFN (Capitol Federal Financial, Inc.) |
73.71%
Jan 2000 – Jan 2003 |
54.49%
Feb 2000 – Feb 2005 |
36.85%
Mar 2000 – Mar 2010 |
25.96%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart