Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMCF (Emclaire Financial Corp) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 01/11/2023, Common starting date is 03/08/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMCF (Emclaire Financial Corp) | 03/08/1999 | 01/11/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | 18.21 | -1.57 | -58.19 | 7.22 | -0.03 | 3.76 | 21.87 | -4.00 | -0.56 | 20.58 | 30.72 | -2.45 | 18.05 | -41.06 | -8.74 | -11.97 | 9.96 | 1.33 | 1.94 | 18.39 | 26.82 | 14.33 | -0.83 | -23.42 |
| Sharpe Ratio | NA | 0.33 | -0.31 | -0.22 | -0.02 | NA | NA | … | … | 0.00 | 0.35 | -0.05 | -0.54 | -0.40 | -0.50 | -0.50 | -0.36 | -0.58 | -0.60 | 0.04 | 0.27 | -0.58 | -0.02 | -1.05 | -0.66 | -1.07 | -0.51 | -1.01 | -0.85 | -0.04 | 0.32 | -0.27 | -3.27 | 0.10 |
| Standard Deviation(%) | NA | 48.73 | 70.37 | 60.31 | 50.61 | NA | NA | … | … | NA | 48.80 | 34.17 | 107.44 | 39.87 | 43.04 | 30.97 | 33.67 | 39.11 | 31.80 | 53.07 | 44.87 | 36.41 | 32.79 | 57.01 | 42.47 | 31.82 | 24.24 | 19.45 | 20.88 | 21.90 | 22.30 | 26.29 | 21.22 | 29.84 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 29.90 | 17.74 | 67.54 | 19.14 | 22.54 | 15.87 | 14.50 | 17.05 | 14.62 | 17.85 | 20.64 | 22.06 | 12.22 | 44.47 | 28.57 | 21.77 | 13.79 | 16.54 | 7.55 | 10.69 | 7.82 | 20.00 | 9.52 | 26.58 |
| Yield(%) | 0.00 | 4.25 | 3.64 | 3.59 | 5.11 | 3.78 | 4.73 | … | … | 0.00 | 4.32 | 3.86 | 3.58 | 3.59 | 3.40 | 3.76 | 4.33 | 3.56 | 3.52 | 3.83 | 4.51 | 3.91 | 4.04 | 3.15 | 4.94 | 5.48 | 4.14 | 3.88 | 3.62 | 5.10 | 6.04 | 4.67 | 4.10 | 0.00 |
Data as of 01/11/2023, Common starting date is 03/08/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMCF (Emclaire Financial Corp) |
-30.21%
Sep 2018 – Sep 2021 |
-12.64%
Dec 2016 – Dec 2021 |
-1.30%
Apr 2011 – Apr 2021 |
-1.76%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMCF (Emclaire Financial Corp) |
31.91%
Jun 2001 – Jun 2004 |
20.75%
Jun 2001 – Jun 2006 |
12.97%
Dec 2009 – Dec 2019 |
8.55%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart