Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIVB (Civista Bancshares, Inc.) | 19.10% | 22.76% | 22.88% | 5.29% | 10.91% | 16.21% | 4.02% | … | … |
Data as of 06/04/2026, Common starting date is 04/06/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIVB (Civista Bancshares, Inc.) | 04/06/1994 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.20 | 22.76 | 22.88 | 5.29 | 10.91 | 16.21 | 4.02 | … | … | 19.10 | 9.10 | 18.71 | -13.16 | -7.53 | 42.42 | -24.88 | 40.56 | -19.74 | 14.54 | 54.13 | 27.24 | 61.17 | 27.00 | 33.24 | 2.10 | -14.41 | -19.61 | -54.14 | -24.22 | 6.68 | -12.00 | -13.99 | 23.78 | 10.51 | 21.65 | -29.86 | 19.59 | -37.82 | 36.84 | 45.22 | 7.90 | 17.34 |
| Sharpe Ratio | NA | 0.44 | 0.60 | 0.08 | 0.26 | NA | NA | … | … | 1.94 | 0.19 | 0.44 | -0.49 | -0.37 | 1.36 | -0.34 | 1.52 | -0.82 | 0.50 | 1.68 | 0.94 | 2.19 | 0.85 | 0.74 | 0.05 | -0.28 | -0.26 | -0.84 | -1.43 | 0.12 | -0.42 | -0.46 | 0.56 | 0.25 | 0.44 | -0.90 | 0.66 | -0.98 | 1.83 | 0.21 | 1.00 | 0.69 |
| Standard Deviation(%) | NA | 29.59 | 32.21 | 30.57 | 36.78 | NA | NA | … | … | 24.86 | 32.66 | 34.07 | 34.72 | 24.41 | 31.27 | 74.23 | 25.64 | 25.70 | 28.07 | 32.02 | 28.92 | 27.98 | 31.71 | 45.10 | 44.44 | 51.54 | 76.94 | 65.67 | 19.15 | 27.90 | 34.07 | 32.21 | 40.82 | 36.91 | 44.60 | 37.95 | 24.48 | 42.11 | 18.03 | 196.18 | 3.91 | 30.07 |
| Draw Down(%) | NA | 22.85 | 27.07 | 42.06 | 53.27 | NA | NA | … | … | 11.50 | 22.85 | 23.55 | 35.58 | 20.23 | 14.36 | 51.84 | 12.08 | 35.95 | 16.43 | 23.26 | 13.31 | 10.16 | 18.76 | 28.55 | 33.68 | 40.26 | 46.00 | 61.05 | 26.88 | 13.11 | 21.48 | 31.60 | 27.56 | 23.05 | 21.11 | 33.98 | 5.31 | 41.98 | 4.20 | 75.00 | 0.95 | 12.95 |
| Yield(%) | 0.00 | 3.19 | 4.27 | 2.65 | 4.13 | 9.74 | 2.08 | … | … | 1.65 | 3.33 | 3.48 | 2.83 | 2.27 | 2.94 | 1.83 | 2.45 | 1.46 | 1.29 | 1.85 | 1.96 | 2.89 | 2.79 | 2.97 | 0.75 | 0.00 | 3.97 | 6.50 | 5.69 | 5.74 | 4.67 | 3.72 | 4.34 | 5.88 | 5.94 | 2.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/06/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIVB (Civista Bancshares, Inc.) |
-37.33%
Feb 2007 – Feb 2010 |
-27.32%
Sep 2006 – Sep 2011 |
-14.01%
Sep 2001 – Sep 2011 |
-9.93%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIVB (Civista Bancshares, Inc.) |
71.26%
May 1996 – May 1999 |
39.85%
Dec 2011 – Dec 2016 |
23.93%
Sep 2011 – Sep 2021 |
15.98%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart