Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSEA (First Seacoast Bancorp, Inc.) | 27.27% | 50.67% | 28.49% | 8.43% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSEA (First Seacoast Bancorp, Inc.) | 07/18/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 50.67 | 28.49 | 8.43 | NA | NA | NA | … | … | 27.27 | 29.28 | 30.56 | -32.70 | -10.50 | 20.16 | -5.73 | -3.38 |
| Sharpe Ratio | NA | 1.04 | 0.72 | 0.17 | NA | NA | NA | … | … | 1.21 | 0.96 | 1.14 | -1.21 | -0.60 | 0.75 | -0.11 | -0.45 |
| Standard Deviation(%) | NA | 47.00 | 33.35 | 29.99 | NA | NA | NA | … | … | 62.56 | 28.16 | 20.98 | 30.74 | 19.71 | 26.81 | 53.00 | 18.93 |
| Draw Down(%) | NA | 21.58 | 25.12 | 52.91 | NA | NA | NA | … | … | 18.24 | 9.10 | 10.95 | 46.12 | 14.04 | 9.90 | 49.28 | 9.44 |
| Yield(%) | 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 07/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSEA (First Seacoast Bancorp, Inc.) |
-16.24%
Nov 2020 – Nov 2023 |
-4.15%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSEA (First Seacoast Bancorp, Inc.) |
28.39%
May 2023 – May 2026 |
10.06%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart