Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FXLG (FS Bancorp) | NA | 34.58% | 14.70% | 12.76% | 14.05% | 11.58% | NA | … | … |
Data as of 12/08/2025, Common starting date is 01/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FXLG (FS Bancorp) | 01/30/2008 | 12/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 34.58 | 14.70 | 12.76 | 14.05 | 11.58 | NA | … | … | 34.58 | 28.28 | -13.28 | 6.55 | 19.53 | -15.33 | -21.66 | 78.38 | 38.77 | 17.94 | 8.95 | 31.72 | 20.46 | -1.40 | -17.77 | 14.82 | -14.79 | 3.39 |
| Sharpe Ratio | NA | 2.90 | 0.74 | 0.42 | 0.44 | NA | NA | … | … | 3.15 | 1.99 | -0.87 | 0.23 | 0.44 | -0.56 | -1.14 | 1.78 | 1.87 | 0.45 | 0.77 | 1.53 | 2.07 | -0.05 | -0.33 | 0.58 | -0.35 | 0.88 |
| Standard Deviation(%) | NA | 10.63 | 15.27 | 24.74 | 28.74 | NA | NA | … | … | 10.98 | 10.92 | 20.27 | 22.74 | 44.93 | 27.59 | 20.28 | 43.46 | 20.46 | 39.49 | 11.52 | 20.71 | 9.88 | 27.62 | 53.30 | 25.39 | 42.74 | 3.23 |
| Draw Down(%) | NA | 2.56 | 18.96 | 29.47 | 42.93 | NA | NA | … | … | 2.56 | 1.96 | 18.96 | 11.15 | 22.97 | 23.75 | 24.99 | 13.46 | 9.12 | 22.80 | 4.85 | 10.83 | 3.38 | 12.76 | 25.45 | 17.00 | 31.59 | 0.83 |
| Yield(%) | 0.00 | 2.86 | 3.02 | 1.68 | 3.86 | 4.20 | 3.33 | … | … | 2.86 | 3.36 | 3.24 | 1.61 | 1.40 | 2.79 | 2.39 | 3.32 | 3.30 | 3.87 | 3.58 | 6.52 | 4.94 | 4.79 | 3.70 | 4.08 | 3.33 | 3.33 |
Data as of 12/08/2025, Common starting date is 01/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXLG (FS Bancorp) |
-7.44%
Dec 2018 – Dec 2021 |
-6.03%
Dec 2018 – Dec 2023 |
8.53%
Mar 2008 – Mar 2018 |
7.15%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXLG (FS Bancorp) |
42.92%
Dec 2015 – Dec 2018 |
33.18%
Dec 2013 – Dec 2018 |
15.92%
Jun 2009 – Jun 2019 |
12.48%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart