Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIISO (Financial Institutions Inc. 8.48% SRB1 PFD B) | -2.92% | -4.73% | 8.30% | -7.99% | 74.35% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/19/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIISO (Financial Institutions Inc. 8.48% SRB1 PFD B) | 02/19/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.73 | 8.30 | -7.99 | 74.35 | NA | NA | … | … | -2.92 | -7.47 | 42.41 | -14.66 | -1.79 | 17.38 | -7.53 | 51.78 | 8.43 | 8.30 | 42,557.40 | 13,406.86 | 13,149.05 |
| Sharpe Ratio | NA | -0.30 | 0.24 | -0.34 | 0.58 | NA | NA | … | … | -0.55 | -0.46 | 1.47 | -1.08 | -0.15 | 0.21 | -0.14 | 1.44 | 1.76 | 1.90 | 106.69 | 54.99 | 105.84 |
| Standard Deviation(%) | NA | 21.87 | 21.19 | 30.82 | 125.84 | NA | NA | … | … | 17.13 | 22.57 | 26.41 | 17.14 | 21.55 | 81.56 | 56.45 | 34.98 | 4.03 | 4.03 | 398.89 | 243.82 | 260.46 |
| Draw Down(%) | NA | 11.55 | 15.11 | 49.05 | 49.05 | NA | NA | … | … | 8.73 | 15.11 | 1.81 | 14.93 | 15.34 | 39.75 | 30.53 | 0.00 | 0.00 | 0.12 | 6.01 | 0.00 | 0.33 |
| Yield(%) | 0.00 | 6.52 | 7.50 | 3.48 | 282.67 | 230.08 | 172.56 | … | … | 1.64 | 6.06 | 8.01 | 7.44 | 5.85 | 6.52 | 5.65 | 8.01 | 8.01 | 8.00 | 282.67 | 282.67 | 281.73 |
Data as of 06/04/2026, Common starting date is 02/19/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIISO (Financial Institutions Inc. 8.48% SRB1 PFD B) |
-18.46%
Jun 2021 – Jun 2024 |
-7.99%
Apr 2021 – Apr 2026 |
74.35%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIISO (Financial Institutions Inc. 8.48% SRB1 PFD B) |
13,106.58%
Mar 2014 – Mar 2017 |
1,833.84%
Mar 2014 – Mar 2019 |
355.88%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart