Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUNC (First United Corporation) | 7.54% | 38.79% | 48.37% | 20.07% | 17.27% | 16.63% | 5.49% | … | … |
Data as of 06/04/2026, Common starting date is 09/03/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUNC (First United Corporation) | 09/03/1992 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.85 | 38.79 | 48.37 | 20.07 | 17.27 | 16.63 | 5.49 | … | … | 7.54 | 14.29 | 48.25 | 25.24 | 8.04 | 25.12 | -33.27 | 54.43 | -7.20 | 9.09 | 35.30 | 36.84 | 11.47 | 6.97 | 126.90 | -7.87 | -41.51 | -52.12 | -29.74 | -5.10 | 6.86 | 7.01 | -12.72 | 53.66 | 6.90 | 61.94 | -23.76 | -13.16 | -17.90 | 35.00 | -9.77 | -20.83 | -39.13 | 102.94 | 11.48 |
| Sharpe Ratio | NA | 1.11 | 1.55 | 0.62 | 0.47 | NA | NA | … | … | 0.61 | 0.31 | 1.99 | 0.74 | 0.21 | 0.86 | -0.61 | 2.20 | -0.26 | 0.34 | 1.17 | 1.66 | 0.45 | 0.19 | 1.79 | -0.11 | -0.74 | -0.65 | -0.76 | -0.32 | 0.16 | 0.24 | -0.68 | 1.82 | 0.23 | 1.97 | -0.57 | -0.50 | -0.47 | 0.81 | -0.16 | -0.35 | -0.54 | 1.86 | 0.97 |
| Standard Deviation(%) | NA | 28.51 | 29.00 | 29.45 | 32.71 | NA | NA | … | … | 25.50 | 36.59 | 22.38 | 29.43 | 32.30 | 29.10 | 54.78 | 24.07 | 32.89 | 24.92 | 29.98 | 22.13 | 25.59 | 37.46 | 71.52 | 69.16 | 56.48 | 80.58 | 40.34 | 25.94 | 21.42 | 19.96 | 20.29 | 29.04 | 25.00 | 30.78 | 48.78 | 33.13 | 45.75 | 38.47 | 81.87 | 71.36 | 78.88 | 53.77 | 38.65 |
| Draw Down(%) | NA | 13.90 | 37.76 | 44.90 | 54.91 | NA | NA | … | … | 11.58 | 37.76 | 17.17 | 37.73 | 29.56 | 16.97 | 54.69 | 8.01 | 36.75 | 17.55 | 23.33 | 14.29 | 18.33 | 20.88 | 51.79 | 47.31 | 51.20 | 55.48 | 35.89 | 24.46 | 12.26 | 10.81 | 27.45 | 15.25 | 19.40 | 11.93 | 34.51 | 26.39 | 23.84 | 7.81 | 29.41 | 34.78 | 56.94 | 11.54 | 12.68 |
| Yield(%) | 0.00 | 3.40 | 6.60 | 4.18 | 5.22 | 7.11 | 1.95 | … | … | 1.40 | 2.75 | 3.45 | 3.97 | 3.13 | 3.72 | 2.13 | 2.43 | 1.55 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.20 | 5.67 | 4.07 | 3.56 | 3.54 | 3.62 | 2.91 | 4.30 | 4.23 | 6.00 | 4.36 | 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 09/03/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUNC (First United Corporation) |
-43.67%
Mar 2008 – Mar 2011 |
-30.40%
Nov 2006 – Nov 2011 |
-12.28%
Nov 2001 – Nov 2011 |
-7.37%
Nov 1996 – Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUNC (First United Corporation) |
49.72%
May 2023 – May 2026 |
38.02%
Dec 2011 – Dec 2016 |
21.07%
Nov 2011 – Nov 2021 |
19.84%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart