Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FBGI (First Shares Bancorp Inc) NA -100.00% -100.00% -100.00% -100.00% -100.00% -100.00%
Data as of 12/26/2025, Common starting date is 10/24/2000
More Performance Analytics Comparison
Name Start Date End Date
FBGI (First Shares Bancorp Inc) 10/24/2000 12/26/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/26/2025, Common starting date is 10/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FBGI (First Shares Bancorp Inc) -93.49%
Feb 2010 – Feb 2013
-77.79%
Nov 2009 – Nov 2014
-50.73%
Mar 2010 – Mar 2020
-38.53%
Nov 2009 – Nov 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FBGI (First Shares Bancorp Inc) 87.16%
Oct 2019 – Oct 2022
48.71%
Dec 2016 – Dec 2021
30.88%
Jun 2013 – Jun 2023
0.00%
Apr 2010 – Apr 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return