Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIBH (First Bancshares Inc. (Bellevue OH)) | -5.53% | 28.74% | 11.79% | 2.96% | 5.69% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIBH (First Bancshares Inc. (Bellevue OH)) | 02/21/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 28.74 | 11.79 | 2.96 | 5.69 | NA | NA | … | … | -5.53 | 77.41 | -11.24 | -16.22 | -32.11 | 54.40 | 5.31 | -3.53 | 10.91 | 15.07 | 2.27 | 35.77 | 35.38 | -3.45 |
| Sharpe Ratio | NA | 0.85 | 0.12 | 0.01 | 0.09 | NA | NA | … | … | -0.78 | 0.81 | -0.39 | -0.56 | -1.35 | 1.90 | 0.10 | -0.21 | 0.18 | 0.50 | 0.03 | 1.13 | 2.33 | -0.41 |
| Standard Deviation(%) | NA | 30.77 | 62.18 | 51.24 | 44.51 | NA | NA | … | … | 19.82 | 92.21 | 38.04 | 35.55 | 24.94 | 28.54 | 49.76 | 24.15 | 52.00 | 29.22 | 63.19 | 31.75 | 15.16 | 9.72 |
| Draw Down(%) | NA | 15.06 | 45.26 | 57.46 | 57.46 | NA | NA | … | … | 8.52 | 45.26 | 26.51 | 34.88 | 33.53 | 8.00 | 37.79 | 16.79 | 28.78 | 18.91 | 36.90 | 11.67 | 6.15 | 10.08 |
| Yield(%) | 0.00 | 4.06 | 3.38 | 2.79 | 3.43 | 4.36 | 3.27 | … | … | 1.55 | 5.08 | 2.20 | 3.22 | 2.95 | 1.71 | 3.89 | 2.91 | 2.74 | 2.58 | 1.67 | 2.30 | 4.23 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIBH (First Bancshares Inc. (Bellevue OH)) |
-20.37%
Dec 2021 – Dec 2024 |
-11.22%
Feb 2020 – Feb 2025 |
0.99%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIBH (First Bancshares Inc. (Bellevue OH)) |
26.25%
Apr 2014 – Apr 2017 |
22.73%
Oct 2013 – Oct 2018 |
9.13%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart