Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRFC (First Robinson Financial Corporation) | 6.88% | 56.84% | 19.38% | 8.34% | 8.46% | 7.73% | 7.78% | … | … |
Data as of 06/03/2026, Common starting date is 06/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRFC (First Robinson Financial Corporation) | 06/30/1997 | 06/03/2026 |
| 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 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 56.84 | 19.38 | 8.34 | 8.46 | 7.73 | 7.78 | … | … | 6.88 | 33.40 | 6.99 | -16.52 | -10.23 | 16.71 | -14.75 | 2.21 | 51.66 | 5.95 | 17.06 | 13.98 | -2.01 | 17.09 | 0.46 | -4.10 | -0.81 | 2.29 | 3.67 | 31.73 | 5.91 | 3.63 | 3.84 | 67.67 | 8.78 | -3.43 | 9.39 | 14.52 | -27.91 | 11.21 |
| Sharpe Ratio | NA | 2.16 | 0.53 | 0.18 | 0.23 | NA | NA | … | … | 0.73 | 1.23 | 0.01 | -0.61 | -0.44 | 0.44 | -0.42 | 0.02 | 2.11 | 0.46 | 1.03 | 0.67 | -0.13 | 0.97 | 0.02 | -0.30 | -0.03 | 0.19 | 0.19 | 0.88 | 0.56 | 0.13 | 0.24 | 2.21 | 0.44 | -0.48 | 0.46 | 0.37 | -0.88 | 0.83 |
| Standard Deviation(%) | NA | 25.05 | 25.71 | 32.39 | 30.03 | NA | NA | … | … | 20.47 | 27.38 | 30.97 | 34.22 | 26.23 | 38.50 | 35.70 | 39.66 | 23.93 | 11.74 | 16.32 | 20.67 | 15.64 | 17.63 | 16.67 | 13.94 | 28.30 | 11.82 | 14.15 | 32.98 | 4.75 | 11.41 | 12.02 | 30.34 | 17.52 | 12.08 | 11.41 | 30.44 | 35.52 | 23.86 |
| Draw Down(%) | NA | 8.02 | 21.44 | 47.67 | 47.67 | NA | NA | … | … | 5.47 | 17.38 | 18.77 | 29.64 | 21.93 | 18.57 | 24.75 | 26.46 | 7.87 | 5.11 | 6.51 | 12.88 | 9.90 | 8.62 | 13.24 | 9.55 | 16.66 | 6.39 | 8.90 | 22.96 | 0.99 | 7.94 | 4.85 | 10.11 | 10.55 | 7.09 | 3.93 | 17.54 | 38.00 | 10.37 |
| Yield(%) | 0.00 | 2.45 | 2.90 | 2.44 | 3.08 | 3.37 | 4.07 | … | … | 0.56 | 2.48 | 3.31 | 2.52 | 2.07 | 2.44 | 2.00 | 1.97 | 2.86 | 2.87 | 3.20 | 3.55 | 3.13 | 3.39 | 2.94 | 2.77 | 2.52 | 2.37 | 2.26 | 2.60 | 2.21 | 2.04 | 1.79 | 2.74 | 2.47 | 2.27 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRFC (First Robinson Financial Corporation) |
-12.00%
Oct 2021 – Oct 2024 |
-6.87%
Mar 2019 – Mar 2024 |
3.23%
Apr 2014 – Apr 2024 |
2.89%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRFC (First Robinson Financial Corporation) |
28.26%
Mar 2016 – Mar 2019 |
23.24%
Apr 2002 – Apr 2007 |
13.18%
Jan 1999 – Jan 2009 |
10.76%
Jan 2002 – Jan 2017 |
Annualized Rolling Returns Comparison Chart