Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSBW (FS Bancorp, Inc.) | -1.27% | 8.40% | 13.12% | 5.29% | 14.54% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/11/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSBW (FS Bancorp, Inc.) | 07/11/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.54 | 8.40 | 13.12 | 5.29 | 14.54 | NA | NA | … | … | -1.27 | 3.00 | 14.30 | 14.11 | 1.72 | 24.52 | -12.43 | 50.65 | -20.66 | 53.25 | 40.19 | 44.57 | 7.85 | 33.39 | 29.70 |
| Sharpe Ratio | NA | 0.16 | 0.39 | 0.10 | 0.39 | NA | NA | … | … | -0.07 | 0.00 | 0.29 | 0.35 | 0.01 | 0.80 | -0.18 | 2.01 | -1.03 | 2.41 | 1.86 | 2.04 | 0.73 | 1.67 | 4.94 |
| Standard Deviation(%) | NA | 27.36 | 31.29 | 29.19 | 33.62 | NA | NA | … | … | 27.38 | 29.01 | 36.37 | 30.24 | 20.64 | 30.78 | 68.62 | 24.44 | 21.40 | 21.90 | 21.54 | 21.80 | 10.70 | 19.92 | 15.02 |
| Draw Down(%) | NA | 15.02 | 26.09 | 28.66 | 53.97 | NA | NA | … | … | 14.59 | 13.94 | 17.17 | 28.66 | 22.20 | 12.42 | 53.57 | 12.88 | 35.42 | 7.33 | 11.68 | 7.35 | 5.36 | 9.54 | 2.78 |
| Yield(%) | 0.00 | 2.84 | 3.54 | 1.31 | 3.11 | 5.79 | 4.35 | … | … | 1.42 | 2.64 | 2.83 | 3.03 | 2.08 | 1.35 | 1.34 | 1.47 | 0.97 | 1.20 | 1.46 | 1.86 | 1.35 | 1.15 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/11/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSBW (FS Bancorp, Inc.) |
-6.27%
Aug 2017 – Aug 2020 |
0.79%
Jun 2018 – Jun 2023 |
13.80%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSBW (FS Bancorp, Inc.) |
50.41%
Nov 2014 – Nov 2017 |
38.45%
Sep 2012 – Sep 2017 |
20.67%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart