Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSFG (First Savings Financial Group Inc) | 6.65% | 43.74% | 23.01% | 13.89% | 13.62% | 14.48% | NA | … | … |
Data as of 01/30/2026, Common starting date is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSFG (First Savings Financial Group Inc) | 10/07/2008 | 01/30/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.91 | 43.74 | 23.01 | 13.89 | 13.62 | 14.48 | NA | … | … | 6.65 | 25.50 | 62.91 | -12.76 | -22.52 | 23.83 | -1.78 | 30.59 | -8.07 | 21.41 | 30.91 | 40.99 | 16.98 | 19.35 | 17.58 | 14.32 | 41.63 | 7.34 | -0.91 |
| Sharpe Ratio | NA | 1.26 | 0.65 | 0.44 | 0.41 | NA | NA | … | … | 3.60 | 0.69 | 2.58 | -0.53 | -1.55 | 1.02 | -0.03 | 1.31 | -0.32 | 1.20 | 1.85 | 1.90 | 0.99 | 0.88 | 0.83 | 0.51 | 2.08 | 0.37 | -0.13 |
| Standard Deviation(%) | NA | 32.46 | 30.01 | 26.27 | 29.69 | NA | NA | … | … | 31.70 | 33.65 | 23.01 | 31.49 | 15.52 | 23.28 | 58.31 | 22.26 | 29.54 | 17.34 | 16.63 | 21.52 | 17.14 | 21.98 | 21.43 | 28.12 | 19.98 | 19.55 | 29.94 |
| Draw Down(%) | NA | 15.23 | 40.09 | 58.40 | 58.81 | NA | NA | … | … | 4.62 | 15.87 | 18.64 | 41.98 | 26.95 | 14.61 | 55.07 | 11.02 | 38.69 | 6.17 | 10.65 | 5.40 | 5.90 | 12.38 | 8.16 | 17.94 | 6.24 | 10.55 | 12.71 |
| Yield(%) | 0.00 | 2.64 | 3.00 | 1.02 | 1.79 | 3.02 | 3.99 | … | … | 0.00 | 2.44 | 3.69 | 2.81 | 1.97 | 1.20 | 1.02 | 1.26 | 1.05 | 1.23 | 1.44 | 1.83 | 1.93 | 2.06 | 2.34 | 0.00 | 0.00 | 0.81 | 0.00 |
Data as of 01/30/2026, Common starting date is 10/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSFG (First Savings Financial Group Inc) |
-8.97%
May 2021 – May 2024 |
-10.17%
May 2018 – May 2023 |
6.99%
May 2013 – May 2023 |
12.69%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSFG (First Savings Financial Group Inc) |
36.40%
Jun 2015 – Jun 2018 |
28.66%
Apr 2013 – Apr 2018 |
21.74%
Dec 2009 – Dec 2019 |
17.31%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart