Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNFI (First Niles Financial Inc) | -4.28% | -5.81% | -4.41% | -4.43% | 1.71% | 2.58% | 0.32% | … | … |
Data as of 06/05/2026, Common starting date is 10/27/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNFI (First Niles Financial Inc) | 10/27/1998 | 06/05/2026 |
| 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 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.59 | -5.81 | -4.41 | -4.43 | 1.71 | 2.58 | 0.32 | … | … | -4.28 | -5.19 | -14.10 | -6.52 | 7.05 | 3.14 | 23.97 | 24.77 | -35.89 | 3.43 | 23.01 | -2.06 | 60.51 | -3.80 | -15.65 | 23.53 | -14.18 | 7.68 | 4.65 | -25.39 | -20.25 | -10.15 | 6.66 | 14.54 | 26.99 | 25.03 | -12.85 | 14.92 | -1.63 |
| Sharpe Ratio | NA | -0.04 | -0.10 | -0.09 | -0.01 | NA | NA | … | … | 0.03 | -0.13 | -0.42 | -0.20 | 0.09 | 0.07 | 0.22 | 0.68 | -1.81 | 0.09 | 0.14 | -0.09 | 2.69 | -0.08 | -0.31 | 0.59 | -0.18 | 0.09 | 0.03 | -0.72 | -0.52 | -0.30 | 0.19 | 0.68 | 1.27 | 0.52 | -0.42 | 0.25 | -0.31 |
| Standard Deviation(%) | NA | 70.40 | 57.04 | 56.40 | 76.10 | NA | NA | … | … | 35.06 | 67.79 | 49.73 | 53.16 | 66.99 | 43.66 | 108.97 | 34.44 | 20.59 | 29.85 | 159.57 | 23.68 | 22.49 | 46.75 | 50.45 | 39.62 | 80.44 | 81.53 | 106.66 | 39.32 | 45.30 | 40.44 | 30.59 | 20.44 | 20.32 | 44.52 | 39.94 | 46.69 | 37.96 |
| Draw Down(%) | NA | 35.86 | 40.65 | 43.98 | 75.69 | NA | NA | … | … | 8.02 | 35.86 | 20.11 | 26.54 | 30.06 | 18.75 | 50.50 | 22.22 | 35.89 | 12.73 | 69.97 | 20.19 | 7.54 | 39.07 | 38.04 | 18.57 | 30.51 | 35.35 | 65.31 | 28.85 | 28.64 | 30.35 | 14.57 | 8.21 | 8.61 | 18.49 | 35.91 | 29.50 | 11.29 |
| Yield(%) | 0.00 | 2.89 | 2.54 | 2.12 | 2.60 | 2.88 | 2.17 | … | … | 0.75 | 2.87 | 2.40 | 2.19 | 2.30 | 1.75 | 2.82 | 2.80 | 1.79 | 1.46 | 1.33 | 2.13 | 3.33 | 3.57 | 4.01 | 4.74 | 4.36 | 6.79 | 7.58 | 5.33 | 3.82 | 3.51 | 3.44 | 3.55 | 4.12 | 3.76 | 3.28 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/27/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNFI (First Niles Financial Inc) |
-21.54%
Jan 2006 – Jan 2009 |
-13.93%
Aug 2004 – Aug 2009 |
-5.76%
Dec 2003 – Dec 2013 |
-2.27%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNFI (First Niles Financial Inc) |
27.24%
May 2000 – May 2003 |
18.48%
May 2000 – May 2005 |
9.61%
Nov 2012 – Nov 2022 |
6.21%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart