Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNBT (FineMark Holdings Inc) | 0.00% | 43.39% | 8.57% | 10.21% | NA | NA | NA | … | … |
Data as of 01/02/2026, Common starting date is 01/30/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNBT (FineMark Holdings Inc) | 01/30/2019 | 01/02/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 43.39 | 8.57 | 10.21 | NA | NA | NA | … | … | 0.00 | 43.39 | 10.19 | -18.82 | -13.77 | 47.37 | -6.73 | -16.33 |
| Sharpe Ratio | NA | 0.93 | 0.19 | 0.32 | NA | NA | NA | … | … | NA | 0.94 | 0.47 | -1.23 | -0.86 | 2.22 | -0.33 | -1.50 |
| Standard Deviation(%) | NA | 43.52 | 27.71 | 24.80 | NA | NA | NA | … | … | 0.00 | 43.52 | 7.76 | 18.92 | 17.72 | 21.36 | 21.00 | 12.63 |
| Draw Down(%) | NA | 20.37 | 32.79 | 43.06 | NA | NA | NA | … | … | 0.00 | 20.37 | 3.96 | 32.79 | 19.44 | 7.85 | 22.27 | 18.33 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/02/2026, Common starting date is 01/30/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNBT (FineMark Holdings Inc) |
-9.64%
Jun 2021 – Jun 2024 |
-3.66%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNBT (FineMark Holdings Inc) |
12.40%
Jun 2022 – Jun 2025 |
15.41%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart