Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCOB (1st Colonial Bancorp Inc) | 0.00% | 32.89% | 10.06% | 15.93% | 16.53% | 14.54% | 6.18% | … | … |
Data as of 03/03/2026, Common starting date is 08/04/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCOB (1st Colonial Bancorp Inc) | 08/04/2000 | 03/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.84 | 32.89 | 10.06 | 15.93 | 16.53 | 14.54 | 6.18 | … | … | 0.00 | 35.30 | 22.63 | -13.21 | 46.75 | 22.94 | -25.74 | 48.07 | 6.96 | 27.11 | 20.63 | 15.38 | 2.36 | 34.82 | 19.24 | -10.23 | 3.53 | -22.73 | -26.67 | -25.00 | -1.86 | 5.49 | -4.05 | 23.33 | -5.26 | 13.43 | -1.47 |
| Sharpe Ratio | NA | 1.48 | 0.29 | 0.63 | 0.48 | NA | NA | … | … | -0.08 | 2.07 | 1.01 | -0.56 | 2.22 | 1.00 | -0.46 | 0.89 | 0.37 | 1.56 | 0.74 | 0.95 | 0.09 | 0.83 | 0.37 | -0.19 | 0.06 | -0.28 | -0.31 | -0.68 | -0.18 | 0.10 | -0.13 | 0.51 | -0.14 | 0.21 | -0.31 |
| Standard Deviation(%) | NA | 20.32 | 22.90 | 21.47 | 31.28 | NA | NA | … | … | 33.02 | 16.00 | 16.12 | 31.26 | 20.54 | 23.00 | 56.78 | 52.47 | 15.39 | 17.06 | 27.56 | 16.20 | 25.47 | 42.02 | 51.73 | 54.77 | 60.76 | 81.05 | 87.94 | 41.39 | 28.73 | 34.77 | 39.95 | 44.06 | 46.51 | 53.00 | 25.14 |
| Draw Down(%) | NA | 8.05 | 37.33 | 37.33 | 62.55 | NA | NA | … | … | 8.05 | 7.47 | 9.57 | 37.33 | 8.75 | 8.06 | 58.10 | 14.89 | 9.62 | 5.65 | 13.36 | 12.00 | 20.00 | 17.60 | 21.11 | 28.75 | 25.25 | 40.15 | 40.00 | 30.00 | 14.29 | 13.96 | 23.40 | 17.27 | 33.95 | 36.84 | 6.94 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 7.23 | 9.26 | 3.84 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 42.28 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/03/2026, Common starting date is 08/04/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCOB (1st Colonial Bancorp Inc) |
-25.75%
Nov 2006 – Nov 2009 |
-18.36%
Nov 2006 – Nov 2011 |
-9.68%
Sep 2001 – Sep 2011 |
-1.62%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCOB (1st Colonial Bancorp Inc) |
43.44%
Mar 2016 – Mar 2019 |
28.39%
Apr 2014 – Apr 2019 |
17.88%
Dec 2012 – Dec 2022 |
14.87%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart