Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CZYB (Citizens Community Bank) | NA | 26.21% | 13.93% | 18.39% | 1.64% | NA | NA | … | … |
Data as of 11/14/2017, Common starting date is 06/20/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CZYB (Citizens Community Bank) | 06/20/2007 | 11/14/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 26.21 | 13.93 | 18.39 | 1.64 | NA | NA | … | … | 27.17 | 5.75 | 9.43 | 34.42 | 17.13 | 43.10 | -3.58 | -32.50 | -14.29 | -44.00 | -15.25 |
| Sharpe Ratio | NA | 0.36 | -0.65 | -0.14 | -0.34 | NA | NA | … | … | 0.73 | -2.69 | -0.73 | 0.57 | -0.04 | 0.38 | -0.22 | -0.92 | -0.38 | -1.46 | -1.26 |
| Standard Deviation(%) | NA | 19.91 | 15.07 | 23.86 | 54.60 | NA | NA | … | … | 21.01 | 10.53 | 12.51 | 27.87 | 37.69 | 64.48 | 100.51 | 55.64 | 86.32 | 43.27 | 37.48 |
| Draw Down(%) | NA | 6.00 | 7.49 | 24.25 | 77.56 | NA | NA | … | … | 6.00 | 5.79 | 7.49 | 11.76 | 24.25 | 41.87 | 49.60 | 41.73 | 45.45 | 44.00 | 31.53 |
| Yield(%) | 0.00 | 0.00 | 0.21 | 0.20 | 0.05 | 0.02 | 0.02 | … | … | 0.00 | 0.00 | 0.00 | 0.84 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/14/2017, Common starting date is 06/20/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZYB (Citizens Community Bank) |
-32.79%
Sep 2008 – Sep 2011 |
-15.60%
Jul 2007 – Jul 2012 |
0.07%
Jul 2007 – Jul 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZYB (Citizens Community Bank) |
41.98%
Sep 2011 – Sep 2014 |
27.57%
Sep 2011 – Sep 2016 |
1.40%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart