Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FITBI (Fifth Third Bancorp) | 2.45% | 8.89% | 9.52% | 5.49% | 4.89% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FITBI (Fifth Third Bancorp) | 12/09/2013 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 8.89 | 9.52 | 5.49 | 4.89 | NA | NA | … | … | 2.45 | 9.63 | 8.78 | 11.06 | -5.97 | 1.30 | 8.04 | 17.72 | -3.58 | 10.64 | -0.27 | 12.16 | 16.86 | 0.08 |
| Sharpe Ratio | NA | 1.40 | 1.09 | 0.23 | 0.21 | NA | NA | … | … | 0.68 | 1.25 | 0.87 | 0.36 | -0.59 | 0.14 | 0.23 | 1.68 | -0.57 | 1.00 | -0.03 | 1.57 | 2.24 | 0.20 |
| Standard Deviation(%) | NA | 4.10 | 6.01 | 11.78 | 15.20 | NA | NA | … | … | 3.08 | 5.43 | 5.92 | 20.64 | 12.56 | 9.25 | 34.20 | 9.66 | 8.82 | 10.02 | 14.25 | 7.71 | 7.53 | 6.66 |
| Draw Down(%) | NA | 1.55 | 5.47 | 19.16 | 34.39 | NA | NA | … | … | 1.43 | 3.19 | 3.02 | 15.93 | 12.97 | 5.98 | 34.39 | 5.33 | 9.44 | 6.31 | 17.26 | 5.14 | 4.12 | 1.40 |
| Yield(%) | 0.00 | 7.96 | 8.19 | 6.64 | 5.73 | 5.75 | 4.32 | … | … | 1.87 | 8.15 | 9.19 | 6.73 | 5.93 | 5.75 | 5.70 | 6.30 | 5.88 | 5.99 | 5.69 | 6.05 | 7.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/09/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FITBI (Fifth Third Bancorp) |
0.96%
Dec 2019 – Dec 2022 |
2.07%
Mar 2018 – Mar 2023 |
4.80%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FITBI (Fifth Third Bancorp) |
10.51%
Jul 2014 – Jul 2017 |
7.71%
Apr 2014 – Apr 2019 |
6.34%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart