Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRBA (First Bank) | -4.04% | 9.86% | 17.56% | 4.55% | 10.09% | 9.96% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRBA (First Bank) | 10/18/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.83 | 9.86 | 17.56 | 4.55 | 10.09 | 9.96 | NA | … | … | -4.04 | 18.84 | -2.59 | 9.07 | -3.60 | 56.46 | -13.84 | -7.83 | -11.71 | 20.15 | 75.49 | 5.93 | -1.58 | 16.33 | 14.74 | 72.73 | -15.38 |
| Sharpe Ratio | NA | 0.25 | 0.45 | 0.07 | 0.23 | NA | NA | … | … | -0.46 | 0.61 | -0.21 | 0.16 | -0.19 | 1.33 | -0.19 | -0.56 | -0.68 | 0.67 | 2.15 | 0.27 | -0.07 | 0.50 | 0.30 | 0.78 | -0.88 |
| Standard Deviation(%) | NA | 24.88 | 28.34 | 28.62 | 36.17 | NA | NA | … | … | 25.88 | 26.15 | 29.52 | 34.60 | 25.94 | 42.58 | 72.54 | 16.68 | 19.22 | 29.41 | 35.02 | 21.95 | 23.25 | 32.74 | 49.02 | 93.48 | 63.43 |
| Draw Down(%) | NA | 18.84 | 22.04 | 47.94 | 58.58 | NA | NA | … | … | 16.21 | 18.04 | 20.35 | 38.17 | 17.95 | 16.17 | 44.64 | 14.32 | 23.51 | 21.95 | 8.87 | 8.35 | 13.70 | 13.08 | 14.81 | 44.00 | 21.43 |
| Yield(%) | 0.00 | 2.07 | 2.56 | 1.80 | 2.53 | 2.68 | 2.66 | … | … | 1.11 | 1.75 | 1.64 | 1.77 | 1.64 | 1.58 | 1.09 | 1.00 | 0.88 | 0.68 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRBA (First Bank) |
-21.61%
Sep 2017 – Sep 2020 |
-5.91%
Apr 2018 – Apr 2023 |
6.93%
Sep 2013 – Sep 2023 |
7.76%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRBA (First Bank) |
34.34%
Nov 2014 – Nov 2017 |
23.81%
Nov 2012 – Nov 2017 |
15.02%
Jun 2011 – Jun 2021 |
13.59%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart