Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLEW (Fleetwood Bank Pa Capital) | 41.27% | 58.86% | 17.39% | 4.98% | 7.00% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLEW (Fleetwood Bank Pa Capital) | 05/16/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 24.81 | 58.86 | 17.39 | 4.98 | 7.00 | NA | NA | … | … | 41.27 | 9.35 | 27.18 | -32.52 | 43.26 | -40.38 | 19.27 | 6.37 | 1.70 | 20.68 | 10.31 | 4.97 | 2.45 | 13.42 | 2.22 |
| Sharpe Ratio | NA | 0.59 | 0.11 | -0.01 | 0.05 | NA | NA | … | … | 0.59 | 0.15 | 0.33 | -0.93 | 0.35 | -0.88 | 0.35 | 0.10 | 0.01 | 0.49 | 0.65 | 0.64 | 0.29 | 0.93 | 0.72 |
| Standard Deviation(%) | NA | 50.18 | 53.28 | 72.40 | 59.21 | NA | NA | … | … | 55.98 | 42.59 | 70.36 | 39.29 | 121.29 | 45.66 | 54.42 | 50.86 | 37.95 | 40.66 | 15.50 | 7.69 | 8.50 | 14.35 | 4.91 |
| Draw Down(%) | NA | 24.26 | 25.86 | 42.94 | 44.89 | NA | NA | … | … | 24.26 | 16.18 | 21.39 | 34.23 | 39.78 | 40.38 | 28.18 | 20.44 | 15.09 | 20.00 | 9.54 | 4.78 | 4.84 | 5.98 | 2.27 |
| Yield(%) | 0.00 | 3.77 | 3.57 | 2.53 | 3.32 | 3.33 | 2.50 | … | … | 0.86 | 3.33 | 4.47 | 2.90 | 4.04 | 2.17 | 2.54 | 2.63 | 2.67 | 3.13 | 3.34 | 3.25 | 3.23 | 3.54 | 2.64 |
Data as of 06/04/2026, Common starting date is 05/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLEW (Fleetwood Bank Pa Capital) |
-16.78%
Dec 2020 – Dec 2023 |
-7.02%
Oct 2018 – Oct 2023 |
0.63%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLEW (Fleetwood Bank Pa Capital) |
17.79%
Feb 2016 – Feb 2019 |
13.16%
Jan 2015 – Jan 2020 |
5.99%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart