Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GLBZ (Glen Burnie Bancorp) NA -100.00% -100.00% -100.00% -100.00% -100.00% -100.00%
Data as of 09/06/2024, Common starting date is 11/10/1999
More Performance Analytics Comparison
Name Start Date End Date
GLBZ (Glen Burnie Bancorp) 11/10/1999 09/06/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 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
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 -23.65 -38.46 31.68 -0.34 14.48 -2.48 -0.28 -0.12 2.89 2.12 10.20 45.68 -0.61 -2.15 -11.04 -26.74 -5.83 17.86 -8.95 -2.95 108.83 30.17 69.25 -26.39 -4.17
Sharpe Ratio NA NA NA NA NA NA NA NA -0.59 -0.85 0.82 -0.01 0.40 -0.12 -0.04 -0.01 0.06 0.06 0.36 1.23 -0.02 -0.04 -0.18 -0.34 -0.30 0.61 -0.47 -0.17 3.83 1.01 1.79 -0.34 -0.66
Standard Deviation(%) NA NA NA NA NA NA NA NA 47.35 47.27 38.80 67.42 32.99 31.27 25.96 27.70 47.93 35.07 28.55 37.38 42.21 60.88 63.46 80.53 29.25 23.85 23.64 23.12 28.24 28.81 38.23 89.81 45.02
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 43.53 42.36 14.68 35.26 15.09 23.59 15.52 17.48 25.11 16.25 16.92 14.68 21.75 31.99 27.65 47.50 15.33 6.60 22.76 20.09 6.77 26.47 23.07 40.37 12.50
Yield(%) 0.00 5.52 3.28 3.78 3.27 4.57 2.78 5.08 4.87 2.86 3.60 3.48 3.77 3.57 3.34 4.15 2.26 3.31 4.37 4.88 4.57 4.35 5.03 3.47 3.17 3.09 2.13 2.04 3.00 3.52 5.05 10.25 0.00
Data as of 09/06/2024, Common starting date is 11/10/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GLBZ (Glen Burnie Bancorp) -28.82%
Jun 2021 – Jun 2024
-14.81%
Jun 2019 – Jun 2024
-7.24%
Jun 2014 – Jun 2024
-0.82%
May 2009 – May 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GLBZ (Glen Burnie Bancorp) 66.32%
Dec 2000 – Dec 2003
36.62%
Jan 2000 – Jan 2005
12.91%
May 2000 – May 2010
11.99%
Jan 2000 – Jan 2015
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return