Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELMA (Elmer Bancorp Inc) | 8.94% | 14.09% | 11.81% | 7.36% | 6.79% | 7.50% | 1.83% | … | … |
Data as of 06/03/2026, Common starting date is 08/25/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELMA (Elmer Bancorp Inc) | 08/25/1994 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 14.09 | 11.81 | 7.36 | 6.79 | 7.50 | 1.83 | … | … | 8.94 | 5.94 | 18.25 | 8.20 | -0.87 | 27.56 | -22.20 | 16.46 | -6.09 | 15.49 | 7.09 | 4.78 | -5.40 | -2.24 | 49.05 | 12.85 | 3.34 | -27.51 | -4.13 | -27.36 | -12.33 | -12.97 | 67.43 | 1.04 | 6.82 | 10.41 | -5.00 | 25.79 | -23.56 | 0.00 | 14.29 | -1.09 | 4.55 |
| Sharpe Ratio | NA | 0.67 | 0.62 | 0.25 | 0.25 | NA | NA | … | … | 0.88 | 0.26 | 1.99 | 0.30 | -0.08 | 1.07 | -0.63 | 0.68 | -0.45 | 1.65 | 0.44 | 0.38 | -0.43 | -0.23 | 2.59 | 0.48 | 0.21 | -0.92 | -0.16 | -1.16 | -0.78 | -0.62 | 1.32 | 0.03 | 0.36 | 0.19 | -0.66 | 1.44 | -0.60 | 0.00 | 0.99 | -0.60 | 1.31 |
| Standard Deviation(%) | NA | 17.70 | 13.06 | 19.69 | 20.86 | NA | NA | … | … | 23.55 | 11.94 | 7.33 | 15.18 | 28.11 | 25.65 | 35.49 | 21.93 | 16.72 | 9.05 | 15.53 | 12.46 | 12.52 | 9.89 | 19.12 | 26.51 | 15.23 | 30.00 | 31.46 | 26.49 | 20.30 | 24.52 | 50.41 | 10.04 | 15.85 | 43.52 | 14.01 | 15.59 | 45.33 | NA | 10.63 | 8.47 | 7.52 |
| Draw Down(%) | NA | 8.35 | 9.58 | 20.62 | 37.62 | NA | NA | … | … | 8.35 | 9.58 | 4.16 | 7.88 | 18.64 | 12.20 | 35.96 | 8.59 | 12.23 | 5.41 | 8.00 | 6.71 | 10.19 | 8.10 | 5.36 | 24.71 | 8.38 | 28.96 | 23.86 | 36.44 | 22.95 | 21.96 | 13.33 | 5.69 | 9.90 | 15.88 | 10.00 | 2.44 | 34.62 | 0.00 | 3.96 | 4.21 | 0.00 |
| Yield(%) | 0.00 | 1.81 | 2.46 | 2.26 | 2.81 | 3.96 | 1.75 | … | … | 0.87 | 2.25 | 2.60 | 2.20 | 2.13 | 2.47 | 0.82 | 3.47 | 3.16 | 3.53 | 3.65 | 3.98 | 3.51 | 3.21 | 4.52 | 4.88 | 4.80 | 3.33 | 3.95 | 3.75 | 3.03 | 2.56 | 4.74 | 5.88 | 4.60 | 4.84 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/25/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELMA (Elmer Bancorp Inc) |
-22.30%
Feb 2006 – Feb 2009 |
-17.37%
Dec 2004 – Dec 2009 |
-4.68%
Dec 2004 – Dec 2014 |
-2.81%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELMA (Elmer Bancorp Inc) |
29.03%
Nov 2001 – Nov 2004 |
18.83%
Nov 1999 – Nov 2004 |
8.58%
Dec 2009 – Dec 2019 |
7.96%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart