Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FITBP (Fifth Third Bancorp) | -3.11% | 4.39% | 5.32% | 3.36% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FITBP (Fifth Third Bancorp) | 08/29/2019 | 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 (%) | -1.84 | 4.39 | 5.32 | 3.36 | NA | NA | NA | … | … | -3.11 | 5.34 | 9.61 | 14.86 | -9.11 | 2.75 | 4.84 | 4.92 |
| Sharpe Ratio | NA | 0.15 | 0.36 | 0.08 | NA | NA | NA | … | … | -0.75 | 0.27 | 0.57 | 0.47 | -0.75 | 0.32 | 0.12 | 1.23 |
| Standard Deviation(%) | NA | 8.97 | 11.50 | 14.37 | NA | NA | NA | … | … | 9.61 | 8.99 | 10.50 | 23.88 | 14.12 | 8.53 | 38.22 | 11.45 |
| Draw Down(%) | NA | 6.27 | 12.62 | 16.25 | NA | NA | NA | … | … | 6.27 | 4.37 | 8.41 | 13.97 | 16.25 | 4.12 | 35.89 | 6.43 |
| Yield(%) | 0.00 | 6.26 | 6.19 | 5.54 | 3.76 | 2.50 | 1.88 | … | … | 1.52 | 5.99 | 6.22 | 6.63 | 5.76 | 5.62 | 5.42 | 2.50 |
Data as of 06/04/2026, Common starting date is 08/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FITBP (Fifth Third Bancorp) |
-1.70%
Oct 2019 – Oct 2022 |
3.19%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FITBP (Fifth Third Bancorp) |
11.24%
Oct 2022 – Oct 2025 |
6.85%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart