Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EFIN (Eastern Michigan Financial Corporation) | NA | 92.79% | 44.84% | 25.97% | 19.36% | 17.32% | NA | … | … |
Data as of 12/30/2025, Common starting date is 01/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFIN (Eastern Michigan Financial Corporation) | 01/30/2008 | 12/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 92.79 | 44.84 | 25.97 | 19.36 | 17.32 | NA | … | … | 92.79 | 52.27 | 3.50 | -23.73 | 33.52 | -5.47 | 39.79 | 1.95 | 15.72 | 21.70 | 10.44 | 1.63 | 27.18 | 17.13 | 11.82 | 60.60 | -43.72 | -17.83 |
| Sharpe Ratio | NA | 2.12 | 1.22 | 0.81 | 0.70 | NA | NA | … | … | 2.14 | 1.73 | -0.01 | -1.02 | 2.44 | -0.19 | 2.23 | 0.03 | 0.98 | 1.04 | 0.86 | 0.27 | 1.63 | 1.32 | 0.66 | 0.82 | -0.65 | -0.38 |
| Standard Deviation(%) | NA | 42.40 | 34.05 | 29.29 | 25.37 | NA | NA | … | … | 42.49 | 28.13 | 29.00 | 24.60 | 13.82 | 30.27 | 17.22 | 18.49 | 15.46 | 20.68 | 12.14 | 5.88 | 16.61 | 13.03 | 18.00 | 73.47 | 67.05 | 52.04 |
| Draw Down(%) | NA | 6.80 | 21.68 | 38.70 | 38.70 | NA | NA | … | … | 6.80 | 16.27 | 21.68 | 28.51 | 3.67 | 37.13 | 3.62 | 10.08 | 10.18 | 9.61 | 8.65 | 3.27 | 5.44 | 5.74 | 6.26 | 40.03 | 53.83 | 32.30 |
| Yield(%) | 0.00 | 5.83 | 6.88 | 5.89 | 6.86 | 8.72 | 4.66 | … | … | 5.83 | 6.80 | 5.85 | 5.29 | 2.91 | 3.30 | 3.54 | 3.20 | 3.13 | 3.52 | 3.45 | 3.38 | 4.15 | 4.66 | 4.36 | 6.67 | 3.56 | 5.33 |
Data as of 12/30/2025, Common starting date is 01/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFIN (Eastern Michigan Financial Corporation) |
-13.26%
Feb 2008 – Feb 2011 |
-2.66%
Feb 2008 – Feb 2013 |
5.94%
Feb 2008 – Feb 2018 |
5.92%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFIN (Eastern Michigan Financial Corporation) |
41.90%
Sep 2022 – Sep 2025 |
25.93%
Aug 2020 – Aug 2025 |
19.76%
Jan 2010 – Jan 2020 |
18.12%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart