Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCAP (First Capital, Inc.) | 6.55% | 43.21% | 38.79% | 10.21% | 10.13% | 12.50% | 10.20% | … | … |
Data as of 06/04/2026, Common starting date is 01/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCAP (First Capital, Inc.) | 01/04/1999 | 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 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.21 | 43.21 | 38.79 | 10.21 | 10.13 | 12.50 | 10.20 | … | … | 6.55 | 93.28 | 19.97 | 16.53 | -36.33 | -31.57 | -15.75 | 74.86 | 18.49 | 16.23 | 27.83 | 10.80 | 18.95 | 13.54 | 9.16 | 16.43 | 15.06 | 4.35 | -2.87 | -7.39 | 7.51 | -11.85 | 2.74 | 6.05 | 45.59 | 34.88 | -4.75 | 20.00 |
| Sharpe Ratio | NA | 0.50 | 0.92 | 0.22 | 0.21 | NA | NA | … | … | 0.20 | 2.16 | 0.48 | 0.36 | -1.39 | -1.03 | -0.25 | 2.55 | 0.37 | 0.63 | 0.66 | 0.34 | 1.23 | 0.60 | 0.31 | 0.70 | 0.35 | 0.06 | -0.10 | -0.50 | 0.17 | -0.61 | 0.04 | 0.17 | 1.82 | 0.81 | -0.32 | 0.61 |
| Standard Deviation(%) | NA | 47.03 | 39.71 | 35.50 | 39.19 | NA | NA | … | … | 51.23 | 41.58 | 34.22 | 35.84 | 27.33 | 30.56 | 64.76 | 28.79 | 46.14 | 24.68 | 41.85 | 31.44 | 15.35 | 22.38 | 29.43 | 23.58 | 42.35 | 68.50 | 37.90 | 21.14 | 24.87 | 23.14 | 44.10 | 31.43 | 24.47 | 40.75 | 27.63 | 27.62 |
| Draw Down(%) | NA | 32.51 | 36.19 | 46.71 | 68.71 | NA | NA | … | … | 25.92 | 31.64 | 22.29 | 36.19 | 41.42 | 34.44 | 39.09 | 10.71 | 25.71 | 11.91 | 21.93 | 12.27 | 6.98 | 10.93 | 12.09 | 8.11 | 14.01 | 23.89 | 21.18 | 15.31 | 14.33 | 19.30 | 20.81 | 16.87 | 11.54 | 19.97 | 15.11 | 17.65 |
| Yield(%) | 0.00 | 2.72 | 4.44 | 2.44 | 3.23 | 5.56 | 5.46 | … | … | 0.53 | 3.66 | 4.08 | 4.32 | 2.57 | 1.86 | 1.38 | 2.29 | 2.52 | 2.62 | 3.50 | 3.46 | 3.95 | 4.11 | 4.03 | 4.57 | 4.87 | 4.71 | 4.20 | 3.68 | 3.99 | 2.95 | 3.05 | 2.73 | 3.61 | 3.47 | 3.42 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCAP (First Capital, Inc.) |
-28.40%
Dec 2019 – Dec 2022 |
-12.49%
Dec 2019 – Dec 2024 |
2.31%
May 2004 – May 2014 |
6.27%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCAP (First Capital, Inc.) |
39.69%
May 2023 – May 2026 |
27.81%
Dec 2014 – Dec 2019 |
21.02%
Dec 2009 – Dec 2019 |
13.29%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart