Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FIGR (The First National Bank of Groton) | NA | 6.07% | -2.10% | 5.25% | 3.48% | NA | NA | 4.60% |
Data as of 09/28/2022, AR inception is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIGR (The First National Bank of Groton) | 06/19/2012 | 09/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.07 | -2.10 | 5.25 | 3.48 | NA | NA | 4.60 | 0.00 | 19.80 | -18.18 | -1.79 | 30.84 | -4.89 | 2.27 | 2.33 | 9.69 | 0.51 | 11.43 |
| Sharpe Ratio | NA | 0.86 | -0.12 | 0.15 | 0.14 | NA | NA | 0.19 | 0.00 | 1.72 | -0.42 | -0.10 | 1.17 | -0.96 | 0.52 | 1.42 | 0.79 | 0.07 | 1.53 |
| Standard Deviation(%) | NA | 4.10 | 26.77 | 27.51 | 20.08 | NA | NA | 20.09 | NA | 11.53 | 44.09 | 32.66 | 25.19 | 5.77 | 3.96 | 1.62 | 12.26 | 7.00 | 14.79 |
| Draw Down(%) | NA | 0.00 | 35.90 | 37.50 | 37.50 | NA | NA | 37.50 | 0.00 | 0.00 | 31.82 | 21.67 | 0.00 | 5.56 | 2.27 | 0.00 | 5.83 | 2.56 | 2.86 |
| Yield(%) | 0.00 | 3.85 | 2.32 | 2.80 | 2.77 | 2.17 | 1.62 | 3.25 | 1.78 | 4.22 | 2.07 | 1.71 | 2.14 | 1.96 | 3.55 | 0.93 | 2.02 | 1.97 | 3.35 |
Data as of 09/28/2022, AR inception is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIGR (The First National Bank of Groton) |
-4.31%
Nov 2017 - Nov 2020 |
-2.92%
Oct 2015 - Oct 2020 |
3.48%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIGR (The First National Bank of Groton) |
10.89%
Jun 2016 - Jun 2019 |
8.18%
Jun 2014 - Jun 2019 |
3.48%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart