Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FETM (Fentura Financial Inc) | NA | 70.36% | 15.62% | 12.73% | 16.12% | 29.01% | 2.80% | … | … |
Data as of 02/28/2025, Common starting date is 03/16/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FETM (Fentura Financial Inc) | 03/16/1999 | 02/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.81 | 70.36 | 15.62 | 12.73 | 16.12 | 29.01 | 2.80 | … | … | -5.11 | 67.92 | 24.81 | -20.36 | 30.18 | -11.40 | 21.75 | 12.50 | 19.31 | 18.76 | 41.30 | 43.66 | 99.14 | 62.04 | 23.43 | 28.68 | -79.85 | -68.97 | -30.12 | 2.36 | -8.36 | 31.73 | 2.33 | 40.72 | 5.47 | -41.08 | -10.61 |
| Sharpe Ratio | NA | 2.39 | 0.50 | 0.35 | 0.59 | NA | NA | … | … | -1.55 | 2.27 | 0.90 | -1.41 | 1.92 | -0.23 | 1.38 | 0.80 | 0.79 | 0.90 | 1.55 | 1.10 | 1.51 | 0.88 | 0.16 | 0.19 | -0.57 | -0.80 | -1.82 | -0.05 | -0.80 | 0.92 | 0.11 | 1.56 | 0.11 | -0.67 | -0.33 |
| Standard Deviation(%) | NA | 26.78 | 22.65 | 29.46 | 24.83 | NA | NA | … | … | 20.08 | 27.05 | 23.17 | 15.42 | 15.80 | 49.72 | 14.70 | 14.02 | 23.82 | 20.54 | 26.59 | 39.62 | 65.76 | 70.76 | 144.15 | 148.63 | 141.35 | 87.41 | 18.23 | 16.74 | 13.23 | 33.40 | 14.81 | 25.44 | 27.95 | 67.39 | 48.78 |
| Draw Down(%) | NA | 14.08 | 33.21 | 50.30 | 50.77 | NA | NA | … | … | 7.67 | 16.72 | 21.16 | 23.52 | 7.35 | 50.77 | 4.52 | 8.24 | 11.70 | 13.10 | 9.00 | 32.01 | 26.67 | 42.43 | 71.76 | 65.88 | 88.00 | 70.65 | 36.45 | 11.89 | 9.29 | 17.86 | 8.17 | 12.69 | 13.79 | 54.06 | 30.91 |
| Yield(%) | 0.00 | 1.30 | 1.28 | 1.38 | 2.73 | 19.27 | 0.88 | … | … | 0.00 | 1.62 | 1.80 | 1.27 | 1.44 | 1.19 | 1.33 | 1.27 | 1.32 | 2.92 | 1.21 | 1.72 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.14 | 3.07 | 3.05 | 2.63 | 2.86 | 2.71 | 3.96 | 4.02 | 2.91 | 0.00 |
Data as of 02/28/2025, Common starting date is 03/16/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FETM (Fentura Financial Inc) |
-66.07%
Feb 2007 – Feb 2010 |
-47.99%
Feb 2005 – Feb 2010 |
-26.18%
Feb 2000 – Feb 2010 |
-7.58%
Jul 1999 – Jul 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FETM (Fentura Financial Inc) |
99.22%
Jun 2011 – Jun 2014 |
60.97%
Jul 2012 – Jul 2017 |
38.02%
Feb 2010 – Feb 2020 |
27.65%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison Chart