Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMBN (Farmers & Merchants Bancshares Inc. (Burlington IA)) | 43.09% | 75.33% | 35.92% | 10.89% | 7.48% | 9.13% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMBN (Farmers & Merchants Bancshares Inc. (Burlington IA)) | 05/10/2007 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 75.33 | 35.92 | 10.89 | 7.48 | 9.13 | NA | … | … | 43.09 | 39.12 | 10.76 | -15.59 | -12.06 | 17.05 | -4.18 | -17.76 | -1.65 | 18.23 | 17.24 | 53.88 | 14.06 | 7.95 | 17.33 | -18.92 | -58.43 | -24.93 | -23.86 | 13.48 |
| Sharpe Ratio | NA | 2.31 | 0.91 | 0.25 | 0.20 | NA | NA | … | … | 3.61 | 1.48 | 0.17 | -0.46 | -0.69 | 0.94 | -0.09 | -1.35 | -0.46 | 1.16 | 1.62 | 2.80 | 0.87 | 0.24 | 1.09 | -0.52 | -1.00 | -1.64 | -1.43 | 0.67 |
| Standard Deviation(%) | NA | 31.43 | 37.19 | 33.24 | 29.11 | NA | NA | … | … | 38.13 | 24.66 | 42.00 | 41.81 | 19.58 | 18.09 | 48.40 | 14.26 | 6.67 | 15.19 | 10.53 | 19.27 | 16.23 | 32.47 | 16.05 | 36.52 | 58.25 | 15.23 | 17.28 | 28.13 |
| Draw Down(%) | NA | 10.34 | 23.26 | 46.52 | 52.83 | NA | NA | … | … | 0.81 | 10.34 | 20.36 | 31.62 | 26.86 | 8.57 | 40.99 | 19.07 | 4.88 | 5.76 | 1.39 | 8.62 | 8.70 | 21.74 | 0.00 | 32.43 | 58.43 | 24.93 | 24.33 | 13.65 |
| Yield(%) | 0.00 | 3.85 | 5.13 | 3.13 | 3.37 | 4.39 | 1.06 | … | … | 0.00 | 4.37 | 4.63 | 3.70 | 3.15 | 3.57 | 4.85 | 2.54 | 2.44 | 2.81 | 3.20 | 4.35 | 3.42 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.50 | 1.40 |
Data as of 06/03/2026, Common starting date is 05/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMBN (Farmers & Merchants Bancshares Inc. (Burlington IA)) |
-40.40%
Jul 2008 – Jul 2011 |
-27.88%
Nov 2007 – Nov 2012 |
-6.78%
May 2010 – May 2020 |
-6.89%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMBN (Farmers & Merchants Bancshares Inc. (Burlington IA)) |
37.10%
May 2023 – May 2026 |
25.24%
Nov 2012 – Nov 2017 |
12.13%
Mar 2012 – Mar 2022 |
9.13%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart