Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBMI (Firstbank Corp) | NA | 76.49% | 63.20% | 30.00% | 3.70% | 3.59% | NA | … | … |
Data as of 05/30/2014, Common starting date is 06/07/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBMI (Firstbank Corp) | 06/07/1996 | 05/30/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.50 | 76.49 | 63.20 | 30.00 | 3.70 | 3.59 | NA | … | … | 12.00 | 83.72 | 110.77 | -11.84 | -29.45 | 11.13 | -36.69 | -31.83 | -0.09 | -12.89 | 0.43 | 33.69 | 42.11 | 9.19 | -9.89 | -35.85 | 37.82 | 49.33 | 15.38 |
| Sharpe Ratio | NA | 1.92 | 1.57 | 0.69 | 0.03 | NA | NA | … | … | 0.99 | 2.42 | 2.67 | -0.36 | -0.62 | 0.11 | -0.55 | -1.21 | -0.21 | -0.72 | -0.03 | 1.52 | 1.78 | 0.14 | -0.43 | -1.07 | 0.76 | -0.17 | 0.61 |
| Standard Deviation(%) | NA | 31.62 | 35.80 | 41.72 | 49.43 | NA | NA | … | … | 32.23 | 34.53 | 42.00 | 32.90 | 47.51 | 97.71 | 68.16 | 28.95 | 16.07 | 21.02 | 17.78 | 21.67 | 22.99 | 49.14 | 32.65 | 36.63 | 45.27 | 35.17 | 41.62 |
| Draw Down(%) | NA | 19.19 | 23.82 | 53.85 | 79.98 | NA | NA | … | … | 14.89 | 10.49 | 20.02 | 35.79 | 52.04 | 51.23 | 46.43 | 35.64 | 7.47 | 15.05 | 15.13 | 13.19 | 10.36 | 26.78 | 18.76 | 35.85 | 24.66 | 5.77 | 7.64 |
| Yield(%) | 0.00 | 15.86 | 13.77 | 7.62 | 2.57 | 2.07 | 1.62 | … | … | 10.41 | 2.30 | 1.81 | 0.65 | 0.97 | 4.76 | 6.34 | 4.20 | 3.85 | 3.07 | 2.74 | 3.15 | 3.84 | 3.74 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/30/2014, Common starting date is 06/07/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBMI (Firstbank Corp) |
-35.92%
Jun 2007 – Jun 2010 |
-25.90%
Jun 2005 – Jun 2010 |
-11.05%
Mar 1999 – Mar 2009 |
-3.27%
Dec 1996 – Dec 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBMI (Firstbank Corp) |
63.05%
Sep 2010 – Sep 2013 |
32.53%
Mar 2009 – Mar 2014 |
9.46%
Aug 1996 – Aug 2006 |
2.45%
Nov 1998 – Nov 2013 |
Annualized Rolling Returns Comparison Chart