Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EBMT (Eagle Bancorp Montana, Inc.) | 16.11% | 40.07% | 0.12% | 3.21% | 7.72% | 6.63% | 6.99% | 11.60% |
Data as of 07/03/2025, AR inception is 04/06/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBMT (Eagle Bancorp Montana, Inc.) | 04/06/2000 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.68 | 40.07 | 0.12 | 3.21 | 7.72 | 6.63 | 6.99 | 11.60 | 16.11 | 1.10 | 1.96 | -27.83 | 10.44 | 1.32 | 32.40 | -19.70 | 1.02 | 74.77 | 15.78 | 2.99 | 8.59 | 8.04 | -6.64 | 29.67 | 47.53 | -22.38 | -2.53 | -3.30 | 2.87 | -2.88 | 55.62 | 56.07 | 47.01 | 31.50 |
| Sharpe Ratio | NA | 1.45 | -0.12 | 0.05 | 0.22 | NA | NA | 0.34 | 1.19 | -0.24 | -0.07 | -1.63 | 0.44 | 0.02 | 1.55 | -0.91 | 0.01 | 2.78 | 0.86 | 0.19 | 0.42 | 0.56 | -0.42 | 1.14 | 1.88 | -0.92 | -0.29 | -0.37 | 0.03 | -0.11 | 1.10 | 1.96 | 0.84 | 0.64 |
| Standard Deviation(%) | NA | 25.42 | 26.61 | 26.19 | 28.18 | NA | NA | 30.09 | 26.70 | 23.32 | 32.74 | 17.99 | 23.48 | 50.14 | 20.00 | 23.24 | 26.79 | 26.78 | 18.39 | 15.94 | 20.30 | 14.28 | 15.71 | 26.00 | 25.30 | 25.37 | 19.22 | 17.87 | 24.11 | 35.11 | 49.84 | 28.01 | 54.39 | 64.11 |
| Draw Down(%) | NA | 17.24 | 38.95 | 51.85 | 51.85 | NA | NA | 51.85 | 15.34 | 22.20 | 34.33 | 31.61 | 15.64 | 45.82 | 13.63 | 25.13 | 18.61 | 9.79 | 5.56 | 7.45 | 10.50 | 6.20 | 17.53 | 21.20 | 8.70 | 23.23 | 10.29 | 11.05 | 18.46 | 29.32 | 16.24 | 10.13 | 16.98 | 22.89 |
| Yield(%) | 0.00 | 4.41 | 2.87 | 2.95 | 4.00 | 3.86 | 4.43 | 13.81 | 1.93 | 3.52 | 3.37 | 2.30 | 2.14 | 1.78 | 2.29 | 1.79 | 1.58 | 2.63 | 2.83 | 2.71 | 2.74 | 2.91 | 2.61 | 3.22 | 4.48 | 3.22 | 2.83 | 2.43 | 2.22 | 1.89 | 2.45 | 2.97 | 3.09 | 3.95 |
Data as of 07/03/2025, AR inception is 04/06/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBMT (Eagle Bancorp Montana, Inc.) |
-16.59%
Mar 2021 - Mar 2024 |
-8.57%
Feb 2004 - Feb 2009 |
3.13%
Oct 2013 - Oct 2023 |
5.23%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBMT (Eagle Bancorp Montana, Inc.) |
54.60%
Jun 2000 - Jun 2003 |
33.31%
Jul 2000 - Jul 2005 |
19.54%
Jun 2000 - Jun 2010 |
14.63%
Dec 2001 - Dec 2016 |
Annualized Rolling Returns Comparison Chart