Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMCB (Farmers & Merchants Bancorp) | 1.99% | 13.19% | 6.33% | 9.91% | 9.69% | 9.32% | 6.59% | … | … |
Data as of 03/16/2026, Common starting date is 11/11/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMCB (Farmers & Merchants Bancorp) | 11/11/1999 | 03/16/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.22 | 13.19 | 6.33 | 9.91 | 9.69 | 9.32 | 6.59 | … | … | 1.99 | 7.68 | 2.04 | 2.51 | 11.26 | 28.41 | 1.00 | 10.72 | 5.62 | 7.90 | 19.83 | 18.05 | 14.23 | 6.20 | 15.98 | -10.52 | 15.31 | -7.01 | 7.82 | -22.63 | 6.80 | 23.06 | 21.04 | 33.95 | 28.32 | 26.92 | 6.32 | 0.06 |
| Sharpe Ratio | NA | 0.77 | 0.14 | 0.34 | 0.32 | NA | NA | … | … | 0.54 | 0.28 | -0.06 | -0.05 | 0.67 | 0.99 | 0.03 | 0.29 | 0.23 | 0.43 | 0.41 | 0.52 | 1.08 | 0.30 | 0.73 | -0.47 | 1.15 | -0.16 | 0.16 | -1.45 | 0.21 | 0.50 | 0.37 | 0.64 | 0.42 | 1.27 | 0.03 | -19.14 |
| Standard Deviation(%) | NA | 15.73 | 21.33 | 22.19 | 25.52 | NA | NA | … | … | 14.36 | 17.85 | 25.16 | 22.39 | 14.60 | 28.76 | 24.20 | 31.51 | 18.60 | 16.94 | 47.64 | 35.07 | 13.21 | 20.61 | 21.95 | 22.62 | 13.28 | 45.82 | 42.97 | 17.85 | 15.93 | 41.67 | 53.73 | 52.34 | 64.64 | 19.68 | 61.30 | 0.18 |
| Draw Down(%) | NA | 5.83 | 14.32 | 16.91 | 33.09 | NA | NA | … | … | 5.83 | 7.55 | 14.32 | 10.36 | 4.68 | 13.73 | 20.16 | 20.00 | 7.66 | 7.03 | 18.48 | 11.76 | 6.44 | 23.20 | 11.25 | 18.82 | 6.58 | 34.74 | 17.80 | 27.24 | 8.05 | 17.00 | 25.29 | 24.97 | 21.87 | 9.60 | 23.81 | 0.00 |
| Yield(%) | 0.44 | 2.88 | 2.16 | 2.48 | 2.84 | 3.42 | 2.67 | … | … | 0.45 | 2.30 | 1.72 | 1.63 | 1.69 | 1.97 | 1.91 | 1.02 | 2.06 | 2.12 | 1.25 | 1.40 | 3.04 | 3.09 | 3.46 | 2.83 | 3.07 | 2.68 | 2.60 | 1.88 | 1.76 | 1.81 | 1.83 | 1.97 | 2.20 | 2.34 | 1.46 | 0.00 |
Data as of 03/16/2026, Common starting date is 11/11/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMCB (Farmers & Merchants Bancorp) |
-10.73%
May 2006 – May 2009 |
-5.65%
Aug 2006 – Aug 2011 |
2.78%
Feb 2005 – Feb 2015 |
4.42%
Jun 2005 – Jun 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMCB (Farmers & Merchants Bancorp) |
37.55%
Apr 2003 – Apr 2006 |
28.18%
Oct 2000 – Oct 2005 |
13.14%
Oct 2000 – Oct 2010 |
11.92%
Oct 2000 – Oct 2015 |
Annualized Rolling Returns Comparison Chart