Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBPI (First Bancorp of Indiana Inc) | 28.90% | 61.83% | -1.61% | -5.35% | 2.06% | 5.90% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBPI (First Bancorp of Indiana Inc) | 05/08/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.54 | 61.83 | -1.61 | -5.35 | 2.06 | 5.90 | NA | … | … | 28.90 | 17.90 | -28.00 | -10.47 | -19.46 | 24.72 | -7.77 | 4.88 | -12.69 | 22.86 | 10.33 | 22.96 | 2.65 | 43.97 | 17.51 | -3.05 | 16.23 | 20.38 | -27.19 |
| Sharpe Ratio | NA | 2.20 | -0.21 | -0.30 | 0.00 | NA | NA | … | … | 3.77 | 0.60 | -1.13 | -0.47 | -1.02 | 0.62 | -0.19 | 0.11 | -1.34 | 1.00 | 0.47 | 0.80 | 0.12 | 1.00 | 1.13 | -0.07 | 0.33 | 0.27 | -0.30 |
| Standard Deviation(%) | NA | 21.11 | 27.87 | 28.46 | 28.52 | NA | NA | … | … | 17.08 | 25.41 | 27.97 | 30.34 | 20.53 | 39.93 | 42.57 | 30.59 | 10.54 | 22.32 | 21.72 | 28.61 | 21.67 | 43.77 | 15.64 | 43.14 | 48.52 | 76.54 | 129.74 |
| Draw Down(%) | NA | 7.85 | 47.95 | 59.14 | 59.14 | NA | NA | … | … | 6.20 | 16.36 | 33.21 | 29.51 | 25.00 | 19.16 | 26.14 | 12.54 | 13.38 | 7.77 | 11.49 | 10.13 | 11.41 | 25.64 | 13.17 | 23.82 | 28.13 | 40.97 | 46.58 |
| Yield(%) | 0.00 | 1.95 | 1.66 | 1.88 | 3.23 | 5.25 | 3.97 | … | … | 0.61 | 1.12 | 2.29 | 3.93 | 2.97 | 3.59 | 3.21 | 3.25 | 2.82 | 3.29 | 3.54 | 4.13 | 4.07 | 5.58 | 6.20 | 5.77 | 6.20 | 6.89 | 3.59 |
Data as of 06/04/2026, Common starting date is 05/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBPI (First Bancorp of Indiana Inc) |
-21.44%
May 2022 – May 2025 |
-10.81%
Oct 2019 – Oct 2024 |
-2.13%
Jul 2015 – Jul 2025 |
3.38%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBPI (First Bancorp of Indiana Inc) |
26.90%
Jul 2010 – Jul 2013 |
22.88%
Mar 2009 – Mar 2014 |
16.87%
Mar 2009 – Mar 2019 |
9.62%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart