Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FINN (First National of Nebraska Inc) 23.13% 51.01% 14.78% 9.96% 12.95% 14.95% 8.95%
Data as of 06/04/2026, Common starting date is 04/08/1994
More Performance Analytics Comparison
Name Start Date End Date
FINN (First National of Nebraska Inc) 04/08/1994 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 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994
Annualized Return (%) 7.34 51.01 14.78 9.96 12.95 14.95 8.95 23.13 29.57 -2.73 -5.00 -1.93 24.26 6.44 32.09 10.72 12.40 5.38 16.56 15.68 37.45 38.77 3.93 31.82 -28.44 -41.50 10.13 4.17 5.05 22.71 35.07 27.38 15.84 -10.64 -27.88 -8.07 9.82 -7.31 46.92 15.87
Sharpe Ratio NA 2.31 0.46 0.32 0.54 NA NA 1.82 1.62 -0.33 -0.34 -0.31 1.03 0.20 1.52 0.75 1.21 0.48 1.61 1.40 2.15 1.98 0.18 1.06 -0.74 -0.92 0.78 0.04 0.19 1.31 1.65 0.91 0.48 -0.45 -1.45 -0.50 0.15 -0.22 1.10 1.00
Standard Deviation(%) NA 17.85 20.28 19.05 19.60 NA NA 20.64 16.54 19.16 25.99 10.68 23.98 31.09 20.21 12.58 9.75 10.86 10.24 11.18 17.41 19.75 21.46 29.86 38.72 45.94 8.97 18.82 14.87 16.54 20.81 28.97 28.13 32.67 21.61 22.86 40.26 50.18 39.11 19.05
Draw Down(%) NA 9.33 18.50 19.72 35.91 NA NA 9.33 5.66 11.50 14.70 8.42 8.17 35.91 6.73 4.47 6.25 7.02 3.65 8.28 4.99 7.93 10.31 25.81 36.97 51.22 4.44 9.18 12.52 9.09 6.33 22.86 7.13 26.22 31.79 18.10 23.25 25.78 14.63 6.93
Yield(%) 0.00 2.79 1.70 2.02 3.22 5.86 3.13 0.52 2.42 2.04 0.90 1.86 3.26 1.88 2.47 2.53 1.39 2.10 2.67 2.78 2.62 4.27 0.00 0.00 0.85 1.82 2.00 1.96 1.35 2.86 2.27 1.81 2.20 1.94 1.12 0.95 0.99 0.85 1.32 0.68
Data as of 06/04/2026, Common starting date is 04/08/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FINN (First National of Nebraska Inc) -22.88%
Nov 2006 – Nov 2009
-13.29%
Mar 1996 – Mar 2001
-1.60%
Feb 1999 – Feb 2009
-1.53%
Mar 1996 – Mar 2011
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FINN (First National of Nebraska Inc) 30.34%
Jan 2001 – Jan 2004
24.76%
Dec 2009 – Dec 2014
19.94%
Oct 2009 – Oct 2019
14.96%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return