Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMIA (First Miami Bancorp Inc) | NA | 70.45% | 29.48% | 10.57% | 18.22% | NA | NA | … | … |
Data as of 07/03/2023, Common starting date is 11/09/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMIA (First Miami Bancorp Inc) | 11/09/2012 | 07/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 42.09 | 70.45 | 29.48 | 10.57 | 18.22 | NA | NA | … | … | 66.18 | 3.45 | 18.67 | -26.04 | 3.52 | 34.74 | 58.33 | 29.03 | 10.71 | 12.90 | 58.30 | 0.00 |
| Sharpe Ratio | NA | 1.42 | 0.82 | 0.30 | 0.66 | NA | NA | … | … | 2.60 | 0.66 | 0.66 | -0.64 | 0.15 | 3.35 | 2.38 | 1.19 | 0.75 | 0.55 | 1.77 | 0.00 |
| Standard Deviation(%) | NA | 47.53 | 34.46 | 31.58 | 26.47 | NA | NA | … | … | 67.22 | 3.08 | 28.36 | 40.70 | 13.88 | 10.01 | 24.40 | 24.27 | 14.33 | 23.24 | 33.01 | NA |
| Draw Down(%) | NA | 14.63 | 15.83 | 39.29 | 39.29 | NA | NA | … | … | 14.63 | 1.67 | 15.83 | 39.29 | 6.57 | 0.78 | 1.12 | 11.33 | 10.20 | 11.58 | 5.82 | 0.00 |
| Yield(%) | 0.00 | 0.26 | 0.33 | 0.31 | 0.96 | 1.02 | 0.77 | … | … | 34.81 | 0.00 | 0.31 | 0.23 | 0.39 | 0.50 | 0.83 | 0.86 | 0.95 | 1.08 | 0.00 | 0.00 |
Data as of 07/03/2023, Common starting date is 11/09/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMIA (First Miami Bancorp Inc) |
-3.45%
Oct 2018 – Oct 2021 |
3.06%
Jun 2018 – Jun 2023 |
14.14%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMIA (First Miami Bancorp Inc) |
43.12%
Nov 2015 – Nov 2018 |
34.97%
Jan 2013 – Jan 2018 |
21.77%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart