Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNFPA (First Niles Financial Inc. PFD SER A) | 1.88% | -14.47% | -17.50% | -9.64% | -5.73% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/13/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNFPA (First Niles Financial Inc. PFD SER A) | 10/13/2015 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.47 | -17.50 | -9.64 | -5.73 | NA | NA | … | … | 1.88 | -14.79 | -36.99 | 3.58 | 3.58 | 3.56 | 3.55 | 3.16 | 3.03 | 2.52 | -18.55 | 0.60 |
| Sharpe Ratio | NA | -0.76 | -0.63 | -0.48 | -0.38 | NA | NA | … | … | 0.73 | -0.78 | -0.78 | -0.04 | 1.23 | 2.03 | 1.90 | 1.09 | 1.11 | 1.49 | -0.19 | 2.10 |
| Standard Deviation(%) | NA | 22.64 | 32.93 | 25.53 | 19.40 | NA | NA | … | … | 2.92 | 22.65 | 52.24 | 1.75 | 1.75 | 1.74 | 1.73 | 1.55 | 1.49 | 1.25 | 100.73 | 1.28 |
| Draw Down(%) | NA | 20.00 | 47.30 | 47.30 | 47.30 | NA | NA | … | … | 0.00 | 20.00 | 40.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 50.00 | 0.00 |
| Yield(%) | 0.00 | 5.89 | 3.50 | 3.50 | 2.52 | 1.77 | 1.33 | … | … | 1.84 | 5.89 | 3.50 | 3.50 | 3.50 | 3.50 | 3.50 | 3.13 | 3.00 | 2.50 | 1.60 | 0.60 |
Data as of 06/04/2026, Common starting date is 10/13/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNFPA (First Niles Financial Inc. PFD SER A) |
-18.03%
Oct 2022 – Oct 2025 |
-9.99%
Oct 2020 – Oct 2025 |
-5.95%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNFPA (First Niles Financial Inc. PFD SER A) |
19.97%
Apr 2016 – Apr 2019 |
13.05%
Apr 2016 – Apr 2021 |
1.07%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart