Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/16/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EFBI (Eagle Financial Bancorp Inc) | NA | 1.15% | -0.72% | 3.10% | NA | NA | NA | -5.04% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFBI (Eagle Financial Bancorp Inc) | 07/06/2017 | 04/16/2024 |
The return data shown below all have the same latest date: 04/16/2024.
AR inception is since 07/06/2017.
AR inception is since 07/06/2017.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | 1.15 | -0.72 | 3.10 | NA | NA | NA | -5.04 | 0.71 | -6.81 | 5.70 | 11.20 | 4.81 | 4.48 | -6.18 | -35.29 |
| Sharpe Ratio | NA | -0.10 | -0.11 | 0.07 | NA | NA | NA | -0.20 | -0.04 | -0.45 | 0.14 | 0.70 | 0.52 | 0.16 | -0.45 | -0.71 |
| Standard Deviation(%) | NA | 25.46 | 25.79 | 22.20 | NA | NA | NA | 30.46 | 26.80 | 25.01 | 30.91 | 16.31 | 8.84 | 19.24 | 16.64 | 84.58 |
| Draw Down(%) | NA | 15.40 | 29.02 | 29.02 | NA | NA | NA | 42.87 | 6.53 | 18.29 | 21.76 | 6.26 | 6.33 | 10.44 | 13.54 | 40.52 |
| Yield(%) | 0.00 | 1.83 | 1.41 | 1.25 | 0.39 | 0.26 | 0.20 | 0.65 | 0.46 | 1.81 | 1.55 | 0.91 | 0.95 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFBI (Eagle Financial Bancorp Inc) |
-3.10%
Oct 2017 - Oct 2020 |
1.76%
May 2018 - May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFBI (Eagle Financial Bancorp Inc) |
12.07%
Apr 2019 - Apr 2022 |
4.43%
Nov 2017 - Nov 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart