Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOTB (First Ottawa Bancshares Inc) | 27.62% | 60.23% | 34.60% | 27.06% | 19.26% | 11.50% | 6.78% | … | … |
Data as of 06/04/2026, Common starting date is 01/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOTB (First Ottawa Bancshares Inc) | 01/15/2002 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.90 | 60.23 | 34.60 | 27.06 | 19.26 | 11.50 | 6.78 | … | … | 27.62 | 35.94 | 32.65 | 8.54 | 18.29 | 33.68 | -11.73 | 3.63 | 28.86 | 5.77 | 41.50 | 26.07 | 31.84 | 27.44 | -74.86 | 27.78 | -21.74 | 8.78 | -20.28 | 12.07 | 2.90 | 18.97 | 8.41 | 5.42 | 5.73 |
| Sharpe Ratio | NA | 1.97 | 1.30 | 1.01 | 0.51 | NA | NA | … | … | 2.00 | 1.33 | 1.66 | 0.42 | 0.59 | 0.82 | -0.34 | 0.03 | 1.10 | 0.28 | 1.32 | 1.27 | 0.53 | 0.35 | -0.53 | 0.12 | -0.89 | 0.70 | -0.62 | 0.78 | -0.02 | 0.43 | 0.81 | 0.06 | 0.10 |
| Standard Deviation(%) | NA | 31.74 | 25.11 | 25.03 | 34.85 | NA | NA | … | … | 45.37 | 25.43 | 17.45 | 11.70 | 28.83 | 40.97 | 34.68 | 71.75 | 25.00 | 18.51 | 31.21 | 20.45 | 59.91 | 79.02 | 142.95 | 235.79 | 24.51 | 12.40 | 34.18 | 11.42 | 30.74 | 38.90 | 7.03 | 79.37 | 68.71 |
| Draw Down(%) | NA | 14.47 | 14.47 | 19.54 | 55.96 | NA | NA | … | … | 14.47 | 14.01 | 9.86 | 11.36 | 16.22 | 20.87 | 31.50 | 44.24 | 10.53 | 8.60 | 16.67 | 7.81 | 25.00 | 52.57 | 76.09 | 81.48 | 21.74 | 6.98 | 27.11 | 0.00 | 19.72 | 21.74 | 0.00 | 7.14 | 4.04 |
| Yield(%) | 0.37 | 1.14 | 1.62 | 2.11 | 2.75 | 1.61 | 0.88 | … | … | 0.51 | 1.15 | 1.55 | 1.61 | 1.74 | 2.38 | 2.11 | 2.14 | 1.36 | 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 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOTB (First Ottawa Bancshares Inc) |
-44.34%
Mar 2008 – Mar 2011 |
-32.04%
Mar 2006 – Mar 2011 |
-9.24%
May 2004 – May 2014 |
-1.80%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOTB (First Ottawa Bancshares Inc) |
46.40%
Mar 2016 – Mar 2019 |
40.21%
Mar 2014 – Mar 2019 |
22.57%
Mar 2011 – Mar 2021 |
22.80%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart