Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HWBK (Hawthorn Bancshares, Inc.) | 5.06% | 28.07% | 31.00% | 14.97% | 13.31% | 14.45% | 4.73% | … | … |
Data as of 06/05/2026, Common starting date is 07/20/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HWBK (Hawthorn Bancshares, Inc.) | 07/20/1999 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.76 | 28.07 | 31.00 | 14.97 | 13.31 | 14.45 | 4.73 | … | … | 5.06 | 16.63 | 15.42 | 25.57 | -10.34 | 26.35 | -15.23 | 23.57 | 3.05 | 18.82 | 13.98 | 16.55 | 19.02 | 64.62 | 37.28 | -27.73 | -7.60 | -41.59 | -28.42 | -18.41 | 9.75 | 5.26 | -18.11 | 10.68 | 32.54 | 14.95 | -19.51 | 1.90 |
| Sharpe Ratio | NA | 0.75 | 0.84 | 0.39 | 0.30 | NA | NA | … | … | 0.35 | 0.40 | 0.35 | 0.74 | -0.48 | 0.87 | -0.19 | 0.82 | 0.07 | 0.46 | 0.59 | 0.49 | 0.65 | 1.84 | 0.83 | -0.51 | -0.20 | -0.76 | -0.45 | -0.70 | 0.36 | 0.14 | -0.72 | 0.19 | 1.10 | 0.46 | -0.86 | 0.16 |
| Standard Deviation(%) | NA | 33.11 | 34.04 | 30.64 | 39.17 | NA | NA | … | … | 36.04 | 35.42 | 33.89 | 29.80 | 24.50 | 30.34 | 82.21 | 26.83 | 24.23 | 39.65 | 23.17 | 33.66 | 29.17 | 35.02 | 45.52 | 54.24 | 38.39 | 54.75 | 65.46 | 30.83 | 17.72 | 20.93 | 26.35 | 52.42 | 28.57 | 27.89 | 27.48 | 4.29 |
| Draw Down(%) | NA | 13.74 | 27.88 | 35.76 | 53.73 | NA | NA | … | … | 9.87 | 26.75 | 27.88 | 34.61 | 18.57 | 17.06 | 51.19 | 21.07 | 16.20 | 24.18 | 13.23 | 17.22 | 13.60 | 15.85 | 26.92 | 42.26 | 36.63 | 45.14 | 49.47 | 31.33 | 6.78 | 9.70 | 23.88 | 43.20 | 9.71 | 13.24 | 20.51 | 1.49 |
| Yield(%) | 0.00 | 2.78 | 4.07 | 3.12 | 3.92 | 6.04 | 1.87 | … | … | 0.62 | 2.64 | 2.90 | 3.03 | 2.54 | 2.83 | 1.92 | 2.15 | 1.85 | 1.51 | 1.34 | 1.32 | 1.65 | 2.57 | 3.23 | 2.27 | 2.58 | 3.14 | 3.31 | 2.56 | 2.82 | 2.84 | 2.20 | 3.38 | 3.42 | 2.87 | 2.83 | 0.94 |
Data as of 06/05/2026, Common starting date is 07/20/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWBK (Hawthorn Bancshares, Inc.) |
-31.43%
Jan 2007 – Jan 2010 |
-26.52%
Oct 2006 – Oct 2011 |
-11.33%
Oct 2001 – Oct 2011 |
-2.96%
Jun 2003 – Jun 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWBK (Hawthorn Bancshares, Inc.) |
42.91%
Nov 2011 – Nov 2014 |
29.38%
Jan 2012 – Jan 2017 |
19.20%
Dec 2011 – Dec 2021 |
14.56%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart