Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBIZ (First Business Financial Services, Inc.) | 7.53% | 25.69% | 31.71% | 18.83% | 11.98% | 18.79% | 10.80% | … | … |
Data as of 06/04/2026, Common starting date is 11/09/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBIZ (First Business Financial Services, Inc.) | 11/09/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 25.69 | 31.71 | 18.83 | 11.98 | 18.79 | 10.80 | … | … | 7.53 | 20.07 | 19.10 | 12.94 | 28.19 | 62.83 | -27.45 | 38.51 | -9.67 | -4.62 | -3.04 | 6.43 | 29.80 | 66.98 | 40.86 | 25.37 | 43.37 | -23.94 | -24.40 | -22.33 | -2.67 | -4.96 |
| Sharpe Ratio | NA | 0.70 | 0.88 | 0.56 | 0.29 | NA | NA | … | … | 0.66 | 0.59 | 0.44 | 0.28 | 1.09 | 2.19 | -0.38 | 1.45 | -0.54 | -0.25 | -0.11 | 0.28 | 1.43 | 4.36 | 1.62 | 0.65 | 1.09 | -0.28 | -0.46 | -1.20 | -0.31 | -3.36 |
| Standard Deviation(%) | NA | 25.68 | 31.72 | 29.40 | 34.75 | NA | NA | … | … | 24.30 | 29.33 | 35.32 | 33.15 | 24.70 | 28.68 | 71.75 | 25.61 | 20.63 | 21.47 | 29.33 | 23.14 | 20.83 | 15.36 | 25.47 | 39.15 | 39.87 | 85.62 | 54.40 | 21.22 | 19.47 | 9.98 |
| Draw Down(%) | NA | 14.63 | 20.78 | 35.27 | 50.21 | NA | NA | … | … | 13.25 | 20.78 | 18.09 | 31.29 | 14.92 | 11.99 | 50.21 | 13.33 | 27.11 | 25.72 | 25.82 | 11.06 | 14.71 | 7.32 | 12.60 | 15.32 | 20.61 | 48.27 | 32.91 | 22.33 | 12.72 | 5.00 |
| Yield(%) | 0.00 | 2.68 | 4.32 | 3.71 | 3.33 | 10.37 | 4.42 | … | … | 1.27 | 2.58 | 3.09 | 2.52 | 2.72 | 3.95 | 2.50 | 3.01 | 2.50 | 2.20 | 2.00 | 1.87 | 2.23 | 2.43 | 1.72 | 2.07 | 2.89 | 2.15 | 1.60 | 1.15 | 1.02 | 0.24 |
Data as of 06/04/2026, Common starting date is 11/09/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBIZ (First Business Financial Services, Inc.) |
-27.32%
Aug 2006 – Aug 2009 |
-11.46%
Mar 2006 – Mar 2011 |
6.52%
Apr 2014 – Apr 2024 |
5.18%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBIZ (First Business Financial Services, Inc.) |
61.83%
Mar 2011 – Mar 2014 |
42.99%
Aug 2009 – Aug 2014 |
21.06%
Dec 2009 – Dec 2019 |
20.38%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart