Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CZWI (Citizens Community Bancorp, Inc.) | 16.54% | 46.66% | 35.63% | 10.40% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CZWI (Citizens Community Bancorp, Inc.) | 09/03/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 46.66 | 35.63 | 10.40 | NA | NA | NA | … | … | 16.54 | 11.93 | 42.93 | -0.34 | -11.21 | 29.06 | 57.60 |
| Sharpe Ratio | NA | 1.58 | 1.32 | 0.33 | NA | NA | NA | … | … | 1.84 | 0.38 | 1.51 | -0.14 | -0.44 | 1.23 | 11.62 |
| Standard Deviation(%) | NA | 22.37 | 24.96 | 25.27 | NA | NA | NA | … | … | 21.97 | 24.16 | 26.03 | 29.20 | 28.60 | 23.67 | 26.22 |
| Draw Down(%) | NA | 13.32 | 23.32 | 51.44 | NA | NA | NA | … | … | 8.42 | 20.17 | 17.84 | 39.92 | 30.54 | 13.29 | 4.60 |
| Yield(%) | 0.00 | 1.48 | 3.39 | 2.08 | 2.42 | 1.61 | 1.21 | … | … | 1.20 | 2.21 | 2.77 | 2.45 | 1.89 | 2.10 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZWI (Citizens Community Bancorp, Inc.) |
-3.30%
Jun 2021 – Jun 2024 |
10.79%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZWI (Citizens Community Bancorp, Inc.) |
36.56%
May 2023 – May 2026 |
18.12%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart