Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQFN (Equitable Financial Corp) | 15.03% | 36.86% | 15.42% | 6.23% | 7.71% | 13.11% | 3.14% | … | … |
Data as of 06/05/2026, Common starting date is 11/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQFN (Equitable Financial Corp) | 11/10/2005 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.05 | 36.86 | 15.42 | 6.23 | 7.71 | 13.11 | 3.14 | … | … | 15.03 | 18.82 | 10.87 | -10.16 | -0.78 | 7.53 | -4.25 | 10.44 | 3.67 | 10.10 | 12.37 | 71.04 | 37.07 | 64.00 | 35.14 | -22.92 | -31.23 | -41.83 | -25.00 | -31.91 | 23.68 | -5.00 |
| Sharpe Ratio | NA | 1.47 | 0.75 | 0.25 | 0.28 | NA | NA | … | … | 2.17 | 0.78 | 0.32 | -1.32 | -0.22 | 1.05 | -0.10 | -1.06 | -0.66 | -0.55 | -1.16 | 1.54 | 0.58 | 0.97 | 0.22 | -0.48 | -0.44 | -0.62 | -0.75 | -2.44 | 0.08 | -1.88 |
| Standard Deviation(%) | NA | 21.00 | 15.56 | 13.61 | 20.99 | NA | NA | … | … | 14.54 | 20.73 | 13.37 | 11.03 | 9.85 | 10.61 | 44.68 | 12.14 | 27.16 | 16.65 | 18.70 | 34.00 | 32.12 | 47.06 | 77.22 | 86.54 | 113.99 | 97.62 | 58.94 | 22.20 | 16.78 | 38.25 |
| Draw Down(%) | NA | 7.35 | 9.43 | 17.29 | 34.77 | NA | NA | … | … | 3.64 | 7.43 | 9.43 | 15.38 | 3.45 | 3.77 | 34.51 | 4.17 | 16.80 | 4.76 | 10.23 | 11.64 | 11.34 | 17.78 | 26.67 | 54.42 | 43.50 | 52.50 | 38.69 | 31.91 | 8.42 | 7.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQFN (Equitable Financial Corp) |
-36.45%
Nov 2006 – Nov 2009 |
-31.79%
Jan 2007 – Jan 2012 |
-1.87%
Nov 2006 – Nov 2016 |
0.62%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQFN (Equitable Financial Corp) |
59.03%
Jun 2012 – Jun 2015 |
45.48%
Jan 2012 – Jan 2017 |
23.46%
Jan 2012 – Jan 2022 |
13.60%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart