Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDBC (Fidelity D & D Bancorp, Inc.) | 9.99% | 19.61% | 10.45% | 0.03% | 15.73% | 15.74% | 9.39% | … | … |
Data as of 06/04/2026, Common starting date is 04/13/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDBC (Fidelity D & D Bancorp, Inc.) | 04/13/1999 | 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 (%) | 1.73 | 19.61 | 10.45 | 0.03 | 15.73 | 15.74 | 9.39 | … | … | 9.99 | -7.42 | -13.23 | 26.91 | -17.54 | -6.19 | 5.93 | -1.38 | 58.27 | 163.16 | 8.70 | 8.22 | 29.48 | 35.15 | 3.65 | 8.09 | 39.35 | -38.52 | -2.21 | -12.38 | -17.24 | 25.47 | -6.05 | -1.51 | 4.30 | 2.51 | 6.41 | 10.63 |
| Sharpe Ratio | NA | 0.47 | 0.16 | -0.08 | 0.32 | NA | NA | … | … | 0.81 | -0.27 | -0.38 | 0.74 | -0.62 | -0.14 | 0.08 | -0.09 | 1.23 | 2.96 | 0.36 | 0.37 | 1.20 | 0.80 | 0.10 | 0.17 | 0.97 | -0.90 | -0.08 | -0.41 | -0.89 | 1.02 | -0.41 | -0.14 | 0.30 | 0.01 | 0.18 | 0.72 |
| Standard Deviation(%) | NA | 33.78 | 38.34 | 35.43 | 44.57 | NA | NA | … | … | 27.00 | 39.00 | 43.88 | 31.76 | 30.49 | 44.10 | 74.84 | 31.54 | 46.50 | 55.22 | 23.29 | 22.14 | 24.56 | 43.78 | 37.35 | 47.18 | 40.53 | 43.04 | 39.56 | 38.30 | 23.36 | 22.85 | 17.17 | 15.78 | 10.46 | 10.80 | 12.06 | 16.05 |
| Draw Down(%) | NA | 18.11 | 35.12 | 39.80 | 55.74 | NA | NA | … | … | 11.27 | 22.64 | 28.13 | 26.16 | 39.41 | 28.44 | 48.96 | 19.04 | 26.23 | 10.23 | 9.37 | 11.11 | 8.56 | 16.67 | 22.69 | 17.50 | 23.24 | 39.52 | 30.63 | 29.66 | 26.83 | 7.58 | 8.42 | 9.87 | 5.65 | 4.53 | 7.69 | 4.68 |
| Yield(%) | 0.00 | 4.14 | 4.12 | 2.71 | 5.74 | 8.33 | 4.06 | … | … | 1.99 | 3.47 | 2.62 | 3.16 | 2.37 | 2.01 | 1.81 | 1.67 | 2.19 | 2.66 | 3.65 | 3.52 | 4.15 | 5.24 | 4.82 | 4.94 | 6.25 | 3.77 | 4.98 | 2.82 | 2.33 | 2.60 | 2.38 | 1.73 | 2.24 | 2.16 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/13/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDBC (Fidelity D & D Bancorp, Inc.) |
-26.30%
Apr 2007 – Apr 2010 |
-16.12%
May 2005 – May 2010 |
-7.82%
May 2000 – May 2010 |
2.17%
May 1999 – May 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDBC (Fidelity D & D Bancorp, Inc.) |
71.72%
Jun 2016 – Jun 2019 |
47.22%
Oct 2013 – Oct 2018 |
29.44%
Dec 2009 – Dec 2019 |
18.39%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart