Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIRT (First BancTrust Corporation) | NA | 51.65% | 27.87% | 21.97% | NA | NA | NA | … | … |
Data as of 05/01/2018, Common starting date is 06/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIRT (First BancTrust Corporation) | 06/18/2012 | 05/01/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.32 | 51.65 | 27.87 | 21.97 | NA | NA | NA | … | … | 0.29 | 59.26 | 28.96 | 3.40 | 10.96 | 26.85 | 4.73 | 8.19 | 65.36 | -26.66 |
| Sharpe Ratio | NA | 0.69 | 0.14 | 0.01 | NA | NA | NA | … | … | -1.04 | 0.87 | -0.37 | -1.99 | -0.48 | 0.37 | -0.52 | -0.44 | 0.86 | -0.53 |
| Standard Deviation(%) | NA | 46.49 | 28.56 | 24.54 | NA | NA | NA | … | … | 13.61 | 46.35 | 13.88 | 7.58 | 15.71 | 22.61 | 16.08 | 23.68 | 54.58 | 86.69 |
| Draw Down(%) | NA | 10.11 | 10.70 | 10.77 | NA | NA | NA | … | … | 8.57 | 10.70 | 5.14 | 5.15 | 6.35 | 10.77 | 5.45 | 13.79 | 17.23 | 61.68 |
| Yield(%) | 0.00 | 1.85 | 1.98 | 1.92 | 1.14 | 0.76 | 0.57 | … | … | 0.32 | 1.85 | 1.90 | 1.24 | 0.96 | 0.70 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/01/2018, Common starting date is 06/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIRT (First BancTrust Corporation) |
7.26%
Jul 2013 – Jul 2016 |
13.02%
Aug 2012 – Aug 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIRT (First BancTrust Corporation) |
28.91%
Jan 2015 – Jan 2018 |
24.48%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart