Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIDS (FNB Inc) | 6.56% | 38.87% | 19.17% | 5.28% | 2.96% | 6.38% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIDS (FNB Inc) | 05/10/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 38.87 | 19.17 | 5.28 | 2.96 | 6.38 | NA | … | … | 6.56 | 20.39 | 27.85 | -15.99 | 39.95 | -31.65 | -9.57 | 15.60 | 4.50 | -6.72 | 7.70 | 0.10 | 36.69 | 4.37 | 33.02 | -0.11 | 10.52 | -6.39 | 7.88 | -23.60 |
| Sharpe Ratio | NA | 1.81 | 0.29 | 0.05 | 0.02 | NA | NA | … | … | 0.77 | 0.92 | 0.96 | -0.38 | 0.39 | -0.52 | -0.26 | 0.45 | 0.26 | -0.53 | 0.29 | 0.00 | 1.90 | 0.36 | 1.59 | -0.01 | 0.43 | -0.15 | 0.18 | -1.13 |
| Standard Deviation(%) | NA | 20.02 | 27.42 | 58.01 | 44.88 | NA | NA | … | … | 17.31 | 19.12 | 25.25 | 52.69 | 99.42 | 61.33 | 38.36 | 31.74 | 12.17 | 13.99 | 25.91 | 18.80 | 19.29 | 11.88 | 20.89 | 23.19 | 24.47 | 43.25 | 38.27 | 32.91 |
| Draw Down(%) | NA | 8.48 | 27.80 | 52.16 | 52.16 | NA | NA | … | … | 6.15 | 9.96 | 15.56 | 30.77 | 39.38 | 39.32 | 33.98 | 12.09 | 7.65 | 12.95 | 11.90 | 14.57 | 0.93 | 11.12 | 6.94 | 18.49 | 12.50 | 36.91 | 28.08 | 30.94 |
| Yield(%) | 0.00 | 9.57 | 9.13 | 5.90 | 4.40 | 6.13 | 4.16 | … | … | 3.85 | 8.10 | 8.96 | 6.73 | 9.11 | 4.00 | 3.04 | 5.11 | 4.78 | 3.94 | 3.99 | 3.57 | 4.11 | 4.51 | 5.30 | 4.98 | 5.24 | 5.20 | 5.21 | 2.36 |
Data as of 06/04/2026, Common starting date is 05/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIDS (FNB Inc) |
-10.60%
Jan 2019 – Jan 2022 |
-6.98%
Dec 2016 – Dec 2021 |
-0.53%
Apr 2015 – Apr 2025 |
2.96%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIDS (FNB Inc) |
25.10%
Oct 2011 – Oct 2014 |
19.66%
Oct 2009 – Oct 2014 |
12.46%
Nov 2009 – Nov 2019 |
7.51%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart