Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIBK (First Interstate BancSystem, Inc.) | 5.86% | 38.67% | 22.47% | 0.42% | 6.99% | 11.19% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/24/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIBK (First Interstate BancSystem, Inc.) | 03/24/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 38.67 | 22.47 | 0.42 | 6.99 | 11.19 | NA | … | … | 5.86 | 13.46 | 12.94 | -14.79 | -0.78 | 3.58 | 4.95 | 18.27 | -6.21 | -4.42 | 51.04 | 7.64 | 0.53 | 87.31 | 22.48 | -11.41 | 0.07 |
| Sharpe Ratio | NA | 1.25 | 0.55 | -0.07 | 0.16 | NA | NA | … | … | 0.42 | 0.31 | 0.27 | -0.45 | -0.08 | 0.12 | 0.08 | 0.89 | -0.36 | -0.21 | 2.16 | 0.33 | 0.03 | 4.02 | 0.85 | -0.27 | 0.00 |
| Standard Deviation(%) | NA | 28.50 | 34.44 | 33.49 | 32.95 | NA | NA | … | … | 27.52 | 33.87 | 34.11 | 40.91 | 29.26 | 29.45 | 55.99 | 18.96 | 21.03 | 24.31 | 23.51 | 23.05 | 20.66 | 21.73 | 26.72 | 42.59 | 31.62 |
| Draw Down(%) | NA | 16.87 | 31.76 | 50.90 | 52.45 | NA | NA | … | … | 16.87 | 27.74 | 20.57 | 43.15 | 26.87 | 24.38 | 35.74 | 12.60 | 24.89 | 24.65 | 13.86 | 13.40 | 15.38 | 6.99 | 13.59 | 36.13 | 30.94 |
| Yield(%) | 0.00 | 6.90 | 7.99 | 3.91 | 5.49 | 9.43 | 6.27 | … | … | 2.66 | 5.88 | 6.02 | 4.83 | 4.10 | 4.07 | 4.87 | 3.40 | 2.83 | 2.28 | 3.19 | 2.99 | 2.33 | 2.65 | 3.71 | 3.00 | 2.93 |
Data as of 06/04/2026, Common starting date is 03/24/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIBK (First Interstate BancSystem, Inc.) |
-12.69%
Apr 2021 – Apr 2024 |
-8.58%
May 2018 – May 2023 |
2.85%
Oct 2013 – Oct 2023 |
7.31%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIBK (First Interstate BancSystem, Inc.) |
39.08%
Sep 2011 – Sep 2014 |
30.26%
Dec 2011 – Dec 2016 |
17.93%
Sep 2011 – Sep 2021 |
11.68%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart