Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CZFC (Citizens First Corporation) | NA | -2.98% | 21.82% | 18.98% | 17.03% | 4.98% | NA | … | … |
Data as of 07/01/2019, Common starting date is 03/07/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CZFC (Citizens First Corporation) | 03/07/2000 | 07/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.72 | -2.98 | 21.82 | 18.98 | 17.03 | 4.98 | NA | … | … | 19.83 | -10.01 | 34.42 | 32.37 | 16.13 | 20.69 | 12.30 | 25.61 | -8.27 | 34.87 | 59.15 | -64.44 | -35.64 | -9.09 | 20.49 | 15.09 | -23.19 | 38.00 | -16.67 | -3.23 |
| Sharpe Ratio | NA | -0.10 | 0.79 | 0.74 | 0.41 | NA | NA | … | … | 2.10 | -0.39 | 1.25 | 1.35 | 0.96 | 0.81 | 0.29 | 0.69 | -0.20 | 0.94 | 0.60 | -1.20 | -1.47 | -0.26 | 0.81 | 0.46 | -0.67 | 1.49 | -0.37 | -0.44 |
| Standard Deviation(%) | NA | 27.22 | 26.27 | 24.71 | 40.97 | NA | NA | … | … | 20.16 | 28.82 | 27.15 | 23.72 | 16.70 | 25.65 | 42.95 | 37.47 | 42.09 | 36.92 | 98.08 | 54.35 | 26.33 | 46.97 | 22.65 | 30.83 | 35.74 | 24.70 | 52.48 | 18.13 |
| Draw Down(%) | NA | 25.42 | 25.42 | 25.42 | 43.23 | NA | NA | … | … | 6.37 | 25.42 | 12.49 | 6.52 | 5.57 | 8.72 | 30.48 | 12.78 | 32.18 | 18.06 | 43.23 | 65.30 | 41.26 | 44.30 | 9.06 | 14.74 | 25.80 | 8.93 | 31.25 | 9.68 |
| Yield(%) | 0.00 | 0.26 | 1.06 | 1.12 | 1.13 | 0.40 | 0.26 | … | … | 0.00 | 0.85 | 1.03 | 1.18 | 0.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.03 | 0.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/01/2019, Common starting date is 03/07/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZFC (Citizens First Corporation) |
-42.43%
Mar 2006 – Mar 2009 |
-22.01%
Dec 2003 – Dec 2008 |
-6.99%
Jun 2000 – Jun 2010 |
-0.72%
Jun 2000 – Jun 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZFC (Citizens First Corporation) |
29.65%
May 2015 – May 2018 |
26.52%
Apr 2013 – Apr 2018 |
20.41%
Mar 2009 – Mar 2019 |
5.17%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison Chart