Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCLF (First Clover Leaf Financial Corp) | NA | 39.60% | 17.31% | 18.38% | 3.53% | NA | NA | … | … |
Data as of 09/08/2016, Common starting date is 06/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCLF (First Clover Leaf Financial Corp) | 06/29/2004 | 09/08/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | 39.60 | 17.31 | 18.38 | 3.53 | NA | NA | … | … | 37.25 | 8.89 | -8.24 | 61.94 | 6.20 | -6.78 | -4.05 | 10.59 | -30.52 | -9.76 | -11.00 | -6.79 | 81.88 |
| Sharpe Ratio | NA | 1.46 | 0.69 | 0.64 | 0.08 | NA | NA | … | … | 1.95 | 0.38 | -0.30 | 1.78 | 0.22 | -0.18 | -0.09 | 0.20 | -0.72 | -0.68 | -0.20 | -0.38 | 3.36 |
| Standard Deviation(%) | NA | 27.06 | 26.07 | 28.82 | 35.50 | NA | NA | … | … | 30.00 | 23.14 | 27.39 | 34.71 | 27.75 | 37.21 | 46.96 | 51.79 | 43.42 | 19.00 | 71.98 | 23.44 | 65.66 |
| Draw Down(%) | NA | 9.05 | 17.34 | 19.02 | 51.53 | NA | NA | … | … | 4.89 | 7.73 | 16.66 | 13.06 | 19.02 | 21.33 | 27.20 | 25.74 | 37.34 | 14.60 | 50.19 | 13.89 | 7.87 |
| Yield(%) | 0.00 | 3.11 | 3.05 | 3.99 | 2.05 | 1.85 | 1.39 | … | … | 2.44 | 2.64 | 2.45 | 3.81 | 3.93 | 3.66 | 3.43 | 3.46 | 2.40 | 2.11 | 2.77 | 2.64 | 0.61 |
Data as of 09/08/2016, Common starting date is 06/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCLF (First Clover Leaf Financial Corp) |
-26.96%
Jun 2006 – Jun 2009 |
-16.60%
Mar 2006 – Mar 2011 |
-4.61%
Mar 2006 – Mar 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCLF (First Clover Leaf Financial Corp) |
20.52%
Aug 2010 – Aug 2013 |
18.56%
Aug 2011 – Aug 2016 |
3.98%
Jul 2006 – Jul 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart