Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FISB (1st Capital Bank) | NA | 38.61% | 1.24% | -1.32% | 4.98% | 7.32% | NA | … | … |
Data as of 10/01/2024, Common starting date is 07/16/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FISB (1st Capital Bank) | 07/16/2007 | 10/01/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 38.61 | 1.24 | -1.32 | 4.98 | 7.32 | NA | … | … | 17.15 | 10.04 | -25.62 | 23.73 | -22.67 | 1.73 | -2.53 | 37.53 | 8.03 | 5.55 | 10.54 | 5.40 | -6.52 | 35.29 | 11.84 | 4.83 | -39.83 | 14.76 |
| Sharpe Ratio | NA | 2.06 | -0.09 | -0.16 | 0.07 | NA | NA | … | … | 1.12 | 0.15 | -1.27 | 1.17 | -0.51 | 0.02 | -0.22 | 3.51 | 0.70 | 0.54 | 1.12 | 0.18 | -0.27 | 0.69 | 0.32 | 0.11 | -0.85 | 0.69 |
| Standard Deviation(%) | NA | 15.69 | 26.49 | 30.25 | 23.07 | NA | NA | … | … | 15.18 | 37.77 | 21.27 | 20.34 | 44.77 | 13.40 | 17.51 | 10.55 | 11.24 | 10.15 | 9.39 | 29.11 | 24.41 | 51.09 | 36.56 | 42.52 | 47.55 | 46.48 |
| Draw Down(%) | NA | 13.81 | 55.99 | 58.56 | 65.33 | NA | NA | … | … | 13.81 | 41.23 | 44.52 | 10.55 | 43.65 | 10.36 | 26.63 | 3.26 | 5.17 | 5.00 | 5.42 | 19.19 | 20.37 | 33.69 | 17.24 | 19.44 | 41.91 | 22.58 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.07 | 1.23 | 0.66 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/01/2024, Common starting date is 07/16/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISB (1st Capital Bank) |
-18.78%
Sep 2007 – Sep 2010 |
-11.87%
May 2018 – May 2023 |
0.97%
May 2013 – May 2023 |
0.89%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISB (1st Capital Bank) |
29.63%
Sep 2015 – Sep 2018 |
19.79%
Sep 2013 – Sep 2018 |
13.20%
Sep 2008 – Sep 2018 |
7.32%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison Chart