Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDLB (Fidelity Federal Bancorp) | NA | 2.40% | -0.39% | 31.64% | 36.20% | NA | NA | … | … |
Data as of 07/10/2023, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDLB (Fidelity Federal Bancorp) | 06/19/2012 | 07/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.40 | -0.39 | 31.64 | 36.20 | NA | NA | … | … | 1.06 | 1.86 | -3.99 | 150.00 | 0.00 | 60.00 | 150.00 | -60.00 | 273.13 | 0.00 | 48.89 | -11.76 |
| Sharpe Ratio | NA | -1.00 | -0.24 | 0.59 | 0.53 | NA | NA | … | … | -2.39 | 0.55 | -0.34 | 1.51 | 0.00 | 0.97 | 2.49 | -0.66 | 2.07 | 0.00 | 1.23 | -0.35 |
| Standard Deviation(%) | NA | 1.08 | 6.90 | 52.00 | 66.70 | NA | NA | … | … | 1.04 | 0.87 | 11.88 | 98.48 | NA | 60.32 | 60.24 | 91.63 | 131.68 | NA | 39.80 | 60.17 |
| Draw Down(%) | NA | 0.00 | 10.00 | 41.80 | 60.00 | NA | NA | … | … | 0.00 | 0.00 | 10.00 | 24.68 | 0.00 | 27.27 | 0.00 | 60.00 | 0.00 | 0.00 | 0.00 | 32.33 |
| Yield(%) | 0.00 | 1.32 | 0.88 | 2.44 | 6.89 | 4.05 | 3.04 | … | … | 0.53 | 1.32 | 0.80 | 0.50 | 0.50 | 0.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/10/2023, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDLB (Fidelity Federal Bancorp) |
-0.39%
Jun 2020 – Jun 2023 |
9.88%
Apr 2015 – Apr 2020 |
30.84%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDLB (Fidelity Federal Bancorp) |
115.44%
Jun 2017 – Jun 2020 |
57.37%
May 2017 – May 2022 |
36.20%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart