Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBAK (First National Bank Alaska) | 12.97% | 41.15% | 27.68% | 14.80% | -27.45% | -19.29% | -14.29% | … | … |
Data as of 06/04/2026, Common starting date is 10/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBAK (First National Bank Alaska) | 10/07/2003 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | 41.15 | 27.68 | 14.80 | -27.45 | -19.29 | -14.29 | … | … | 12.97 | 38.38 | 26.37 | -7.73 | 7.06 | 33.69 | -17.33 | 0.77 | -98.74 | 20.75 | 31.82 | -8.71 | -6.65 | 7.57 | 12.22 | -11.80 | 16.25 | 15.26 | -16.07 | 0.40 | -2.11 | -3.53 | 12.43 | 5.11 |
| Sharpe Ratio | NA | 1.21 | 1.03 | 0.53 | -0.19 | NA | NA | … | … | 1.81 | 1.36 | 0.97 | -0.47 | 0.23 | 1.48 | -0.22 | -0.03 | -0.22 | 0.54 | 1.21 | -0.52 | -0.65 | 0.61 | 0.62 | -0.59 | 0.64 | 0.39 | -0.57 | -0.17 | -0.43 | -0.40 | 0.62 | 0.90 |
| Standard Deviation(%) | NA | 26.07 | 24.21 | 23.78 | 147.87 | NA | NA | … | … | 19.76 | 26.21 | 23.44 | 24.52 | 24.09 | 22.81 | 80.22 | 24.55 | 454.80 | 37.57 | 26.02 | 16.81 | 10.22 | 12.42 | 19.72 | 19.93 | 25.33 | 38.93 | 29.65 | 16.13 | 12.96 | 14.57 | 18.47 | 25.55 |
| Draw Down(%) | NA | 7.50 | 8.65 | 25.42 | 99.50 | NA | NA | … | … | 7.50 | 7.06 | 6.22 | 19.14 | 13.24 | 7.12 | 51.28 | 14.83 | 99.06 | 16.93 | 13.05 | 10.27 | 8.19 | 4.11 | 11.77 | 19.86 | 7.25 | 14.85 | 20.46 | 10.45 | 11.45 | 6.54 | 7.56 | 4.94 |
| Yield(%) | 1.18 | 8.00 | 9.02 | 7.24 | 0.77 | 1.39 | 2.24 | … | … | 2.72 | 8.70 | 8.21 | 6.87 | 6.87 | 8.60 | 6.61 | 4.26 | 0.07 | 2.26 | 6.06 | 3.15 | 2.86 | 2.99 | 3.24 | 2.78 | 11.59 | 6.27 | 4.99 | 4.88 | 3.48 | 4.17 | 4.45 | 1.16 |
Data as of 06/04/2026, Common starting date is 10/07/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBAK (First National Bank Alaska) |
-78.09%
Dec 2017 – Dec 2020 |
-59.38%
Jul 2018 – Jul 2023 |
-34.63%
Jul 2010 – Jul 2020 |
-24.30%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBAK (First National Bank Alaska) |
27.49%
May 2023 – May 2026 |
18.22%
Dec 2020 – Dec 2025 |
7.23%
Jul 2008 – Jul 2018 |
-19.00%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart