Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FNLC (The First Bancorp, Inc.) | -2.15% | -7.20% | -0.10% | 9.25% | 8.07% | 9.25% | 6.65% | 9.18% |
Data as of 07/25/2025, AR inception is 07/14/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNLC (The First Bancorp, Inc.) | 07/14/1999 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.00 | -7.20 | -0.10 | 9.25 | 8.07 | 9.25 | 6.65 | 9.18 | -2.15 | 2.49 | -0.50 | -0.40 | 29.26 | -11.56 | 20.13 | 0.20 | -14.70 | 68.78 | 17.17 | 11.50 | 10.65 | 12.37 | 2.79 | 8.13 | -20.09 | 44.00 | -8.75 | -1.60 | 3.64 | 7.52 | 63.27 | 47.49 | 49.29 | -1.55 | -32.29 |
| Sharpe Ratio | NA | -0.31 | -0.11 | 0.23 | 0.20 | NA | NA | 0.21 | -0.26 | -0.03 | -0.14 | -0.08 | 0.99 | -0.17 | 0.93 | -0.05 | -0.53 | 2.61 | 0.97 | 0.64 | 0.45 | 0.44 | 0.06 | 0.22 | -0.26 | 0.54 | -0.52 | -0.25 | 0.06 | 0.18 | 2.65 | 1.23 | 1.70 | -0.23 | -1.89 |
| Standard Deviation(%) | NA | 33.85 | 30.40 | 30.20 | 34.01 | NA | NA | 37.09 | 26.50 | 35.85 | 29.12 | 23.37 | 29.41 | 70.49 | 20.10 | 23.12 | 29.09 | 26.23 | 17.70 | 18.02 | 23.62 | 28.30 | 42.86 | 37.25 | 78.28 | 79.99 | 23.13 | 20.46 | 24.45 | 35.64 | 23.57 | 37.71 | 28.16 | 25.10 | 31.62 |
| Draw Down(%) | NA | 25.05 | 27.04 | 29.30 | 39.85 | NA | NA | 49.46 | 14.99 | 21.24 | 25.33 | 17.22 | 15.22 | 39.77 | 11.09 | 18.90 | 22.61 | 12.57 | 11.51 | 8.40 | 11.91 | 20.40 | 23.01 | 23.36 | 45.26 | 40.22 | 16.51 | 8.06 | 12.67 | 27.92 | 8.96 | 18.07 | 8.59 | 19.47 | 32.29 |
| Yield(%) | 0.00 | 4.96 | 4.65 | 6.38 | 6.45 | 7.78 | 5.52 | 10.44 | 4.09 | 5.00 | 4.66 | 4.13 | 4.87 | 4.02 | 4.42 | 3.91 | 3.30 | 4.58 | 3.65 | 7.21 | 4.43 | 4.85 | 4.92 | 5.00 | 3.09 | 6.30 | 4.03 | 3.36 | 2.93 | 2.57 | 3.44 | 4.25 | 3.92 | 4.01 | 0.00 |
Data as of 07/25/2025, AR inception is 07/14/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNLC (The First Bancorp, Inc.) |
-9.51%
Sep 2008 - Sep 2011 |
-3.31%
Aug 2005 - Aug 2010 |
3.07%
May 2004 - May 2014 |
5.24%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNLC (The First Bancorp, Inc.) |
53.78%
May 2001 - May 2004 |
34.57%
Aug 2000 - Aug 2005 |
16.88%
Mar 2000 - Mar 2010 |
15.29%
Dec 2001 - Dec 2016 |
Annualized Rolling Returns Comparison Chart