Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMFG (Farmers and Merchants Bancshares Inc) | NA | 18.95% | -4.24% | 8.41% | 5.11% | 9.60% | 6.06% | … | … |
Data as of 12/04/2025, Common starting date is 05/13/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMFG (Farmers and Merchants Bancshares Inc) | 05/13/2004 | 12/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 18.95 | -4.24 | 8.41 | 5.11 | 9.60 | 6.06 | … | … | -16.31 | 22.44 | -17.62 | 2.80 | 69.93 | -24.91 | 8.79 | 6.01 | 17.50 | 9.72 | 24.35 | 15.69 | 41.24 | 12.50 | -0.55 | 9.66 | 5.04 | -20.99 | -8.53 | 5.78 | 3.50 | -13.13 |
| Sharpe Ratio | NA | 0.35 | -0.16 | 0.14 | 0.09 | NA | NA | … | … | -0.51 | 0.42 | -0.38 | 0.04 | 1.49 | -0.47 | 0.30 | 0.27 | 0.67 | 0.52 | 1.04 | 0.70 | 0.97 | 0.51 | -0.01 | 0.24 | 0.11 | -0.63 | -0.57 | 0.16 | 0.06 | -0.76 |
| Standard Deviation(%) | NA | 45.33 | 46.58 | 44.74 | 38.31 | NA | NA | … | … | 39.87 | 37.40 | 58.73 | 38.63 | 47.07 | 53.10 | 24.32 | 17.32 | 25.36 | 18.17 | 23.48 | 22.32 | 42.40 | 24.41 | 39.08 | 39.73 | 44.68 | 34.93 | 20.15 | 15.57 | 21.52 | 27.58 |
| Draw Down(%) | NA | 28.04 | 49.05 | 49.05 | 49.05 | NA | NA | … | … | 28.04 | 26.04 | 42.47 | 22.89 | 24.40 | 40.00 | 11.20 | 13.67 | 11.23 | 11.52 | 12.50 | 8.57 | 21.51 | 10.42 | 27.68 | 22.28 | 24.00 | 30.09 | 14.80 | 7.00 | 11.99 | 17.72 |
| Yield(%) | 0.00 | 2.36 | 2.63 | 4.38 | 3.78 | 6.67 | 4.16 | … | … | 1.66 | 3.83 | 3.00 | 2.68 | 4.29 | 2.83 | 2.93 | 2.85 | 2.98 | 2.90 | 3.24 | 3.34 | 4.13 | 4.35 | 3.64 | 3.13 | 2.74 | 3.24 | 2.78 | 2.76 | 2.57 | 13.74 |
Data as of 12/04/2025, Common starting date is 05/13/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMFG (Farmers and Merchants Bancshares Inc) |
-14.36%
May 2006 – May 2009 |
-7.59%
Jul 2004 – Jul 2009 |
3.03%
Jun 2004 – Jun 2014 |
5.18%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMFG (Farmers and Merchants Bancshares Inc) |
33.59%
Jul 2012 – Jul 2015 |
23.70%
Nov 2012 – Nov 2017 |
17.38%
Jan 2012 – Jan 2022 |
12.74%
Jul 2008 – Jul 2023 |
Annualized Rolling Returns Comparison Chart