Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FITB (Fifth Third Bancorp) | 11.66% | 39.55% | 31.77% | 8.24% | 14.37% | 13.72% | 4.73% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FITB (Fifth Third Bancorp) | 03/17/1980 | 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 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.85 | 39.55 | 31.77 | 8.24 | 14.37 | 13.72 | 4.73 | … | … | 11.66 | 14.75 | 27.20 | 10.41 | -21.94 | 62.46 | -5.43 | 35.20 | -20.32 | 15.02 | 37.85 | 1.23 | -0.74 | 41.97 | 22.53 | -11.32 | 51.02 | 18.95 | -65.62 | -35.47 | 12.99 | -17.25 | -17.88 | 3.00 | -3.03 | 4.12 | 86.50 | 2.89 | 30.85 | 30.15 | 28.63 | 52.60 | -7.25 | -4.17 | -20.59 | 106.06 | -40.54 | 22.65 | 31.16 | 13.74 | 6.23 | 10.78 | 19.59 | 57.08 | 22.89 | 18.24 | 1.80 |
| Sharpe Ratio | NA | 1.28 | 0.95 | 0.15 | 0.34 | NA | NA | … | … | 0.60 | 0.42 | 0.95 | 0.17 | -0.65 | 2.00 | -0.08 | 1.40 | -0.82 | 0.68 | 1.21 | 0.05 | -0.04 | 2.36 | 0.94 | -0.26 | 1.15 | 0.13 | -0.56 | -1.25 | 0.57 | -0.99 | -1.01 | 0.10 | -0.15 | 0.06 | 1.43 | -0.01 | 0.80 | 0.56 | 0.96 | 2.71 | -0.66 | -0.38 | -0.49 | 3.89 | -0.92 | 1.13 | 1.65 | 0.38 | 0.11 | 0.12 | 1.09 | 2.46 | 1.38 | 1.06 | -0.76 |
| Standard Deviation(%) | NA | 25.20 | 28.59 | 31.90 | 36.42 | NA | NA | … | … | 28.77 | 28.14 | 24.75 | 39.31 | 36.24 | 31.21 | 74.05 | 24.05 | 26.44 | 21.25 | 31.18 | 24.62 | 18.78 | 17.76 | 24.11 | 43.95 | 44.46 | 148.12 | 118.42 | 31.08 | 16.98 | 19.73 | 18.76 | 22.51 | 28.73 | 28.05 | 57.58 | 36.92 | 34.06 | 47.02 | 25.77 | 17.94 | 15.69 | 16.46 | 46.56 | 26.13 | 49.97 | 14.77 | 15.82 | 24.99 | 17.36 | 43.30 | 11.50 | 20.57 | 10.88 | 7.23 | 7.81 |
| Draw Down(%) | NA | 21.21 | 29.95 | 51.68 | 64.06 | NA | NA | … | … | 21.21 | 25.18 | 12.76 | 37.84 | 36.67 | 18.71 | 62.38 | 16.51 | 34.08 | 17.39 | 30.65 | 16.03 | 22.80 | 10.54 | 17.31 | 39.85 | 29.31 | 88.01 | 72.79 | 39.36 | 11.25 | 24.73 | 22.16 | 22.39 | 18.82 | 21.11 | 38.67 | 21.62 | 22.44 | 36.07 | 16.61 | 8.77 | 15.45 | 14.53 | 46.85 | 11.16 | 57.66 | 16.32 | 9.39 | 23.49 | 30.62 | 33.08 | 6.80 | 21.00 | 10.26 | 5.91 | 12.57 |
| Yield(%) | 0.00 | 4.08 | 5.77 | 3.27 | 5.68 | 7.20 | 2.22 | … | … | 0.84 | 3.65 | 4.14 | 4.17 | 2.82 | 4.19 | 3.48 | 3.88 | 2.43 | 2.22 | 2.71 | 2.57 | 2.44 | 2.98 | 2.75 | 1.89 | 0.40 | 0.47 | 3.07 | 4.15 | 4.17 | 3.07 | 2.24 | 1.87 | 1.60 | 1.45 | 1.79 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FITB (Fifth Third Bancorp) |
-60.32%
Feb 2006 – Feb 2009 |
-46.00%
Feb 2004 – Feb 2009 |
-21.08%
Feb 1999 – Feb 2009 |
-7.82%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FITB (Fifth Third Bancorp) |
88.26%
Feb 2009 – Feb 2012 |
62.10%
Feb 2009 – Feb 2014 |
32.07%
Feb 2009 – Feb 2019 |
23.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart