Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FITBO (Fifth Third Bancorp) | -3.43% | -3.09% | -1.83% | -2.54% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/16/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FITBO (Fifth Third Bancorp) | 09/16/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.66 | -3.09 | -1.83 | -2.54 | NA | NA | NA | … | … | -3.43 | -2.03 | -1.07 | 19.46 | -20.37 | -0.12 | 13.05 | 7.79 |
| Sharpe Ratio | NA | -0.87 | -0.11 | -0.24 | NA | NA | NA | … | … | -1.07 | -0.35 | -0.31 | 0.53 | -1.01 | -0.01 | 0.22 | 4.71 |
| Standard Deviation(%) | NA | 10.11 | 16.55 | 19.32 | NA | NA | NA | … | … | 8.06 | 14.09 | 15.22 | 30.09 | 21.58 | 10.12 | 58.08 | 5.93 |
| Draw Down(%) | NA | 9.19 | 20.99 | 28.15 | NA | NA | NA | … | … | 6.53 | 13.02 | 16.94 | 21.48 | 27.02 | 8.30 | 52.24 | 2.22 |
| Yield(%) | 0.00 | 6.12 | 5.34 | 4.46 | 3.32 | 2.22 | 1.66 | … | … | 1.58 | 5.77 | 5.53 | 6.12 | 4.72 | 4.50 | 4.75 | 1.48 |
Data as of 06/04/2026, Common starting date is 09/16/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FITBO (Fifth Third Bancorp) |
-5.56%
Jun 2021 – Jun 2024 |
-2.03%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FITBO (Fifth Third Bancorp) |
8.03%
Mar 2020 – Mar 2023 |
7.15%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart