Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRSB (First Resource Bank) | 13.58% | 49.54% | 27.35% | 16.90% | 13.92% | 16.44% | 5.33% | … | … |
Data as of 06/03/2026, Common starting date is 04/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRSB (First Resource Bank) | 04/28/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 49.54 | 27.35 | 16.90 | 13.92 | 16.44 | 5.33 | … | … | 13.58 | 23.98 | 25.04 | 5.25 | 14.30 | 34.79 | -23.26 | 26.47 | -24.44 | 37.20 | 24.78 | 7.60 | 9.30 | 34.77 | 10.00 | 14.29 | 16.67 | -55.56 | -11.18 | -6.90 | -5.95 | 0.48 |
| Sharpe Ratio | NA | 3.01 | 1.02 | 0.77 | 0.43 | NA | NA | … | … | 3.07 | 1.34 | 0.72 | 0.07 | 1.30 | 1.33 | -0.49 | 1.10 | -1.14 | 1.80 | 0.76 | 0.42 | 0.30 | 0.67 | 0.12 | 0.19 | 0.16 | -0.23 | -0.12 | -0.21 | -0.20 | -0.03 |
| Standard Deviation(%) | NA | 14.43 | 23.27 | 20.28 | 26.92 | NA | NA | … | … | 11.13 | 15.76 | 29.82 | 24.24 | 9.96 | 26.18 | 48.21 | 22.70 | 22.69 | 20.42 | 32.22 | 17.97 | 31.16 | 51.70 | 85.37 | 75.44 | 101.42 | 243.99 | 101.13 | 49.10 | 46.62 | 51.18 |
| Draw Down(%) | NA | 8.12 | 16.06 | 21.11 | 50.59 | NA | NA | … | … | 3.08 | 13.06 | 9.54 | 21.11 | 6.36 | 9.42 | 42.13 | 18.02 | 35.97 | 9.95 | 13.83 | 10.05 | 14.77 | 33.76 | 36.36 | 55.70 | 38.61 | 78.33 | 46.71 | 25.85 | 27.08 | 15.91 |
| Yield(%) | 0.00 | 0.27 | 0.12 | 0.07 | 0.07 | 0.32 | 0.07 | … | … | 0.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.62 | 0.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRSB (First Resource Bank) |
-42.49%
Feb 2007 – Feb 2010 |
-24.60%
Sep 2006 – Sep 2011 |
-2.95%
Jan 2006 – Jan 2016 |
-1.66%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRSB (First Resource Bank) |
43.69%
Sep 2011 – Sep 2014 |
29.62%
Feb 2010 – Feb 2015 |
18.45%
Sep 2011 – Sep 2021 |
15.45%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart