Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBCP (Independent Bank Corporation) | 6.84% | 13.81% | 29.92% | 12.25% | 12.36% | 23.36% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBCP (Independent Bank Corporation) | 02/02/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 13.81 | 29.92 | 12.25 | 12.36 | 23.36 | NA | … | … | 6.84 | -3.48 | 38.48 | 14.02 | 4.35 | 34.24 | -14.20 | 11.37 | -3.51 | 5.00 | 45.62 | 18.93 | 10.30 | 242.86 | 163.16 | 2.31 | -82.04 |
| Sharpe Ratio | NA | 0.38 | 0.92 | 0.33 | 0.31 | NA | NA | … | … | 0.68 | -0.24 | 1.04 | 0.30 | 0.11 | 1.17 | -0.19 | 0.49 | -0.21 | 0.17 | 2.39 | 0.92 | 0.41 | 4.91 | 2.78 | 0.02 | -0.73 |
| Standard Deviation(%) | NA | 24.26 | 29.72 | 29.39 | 35.32 | NA | NA | … | … | 23.49 | 26.25 | 33.53 | 34.84 | 26.17 | 29.23 | 76.84 | 20.08 | 23.08 | 24.95 | 19.03 | 20.62 | 25.27 | 49.46 | 59.43 | 96.67 | 116.61 |
| Draw Down(%) | NA | 13.50 | 27.45 | 36.45 | 61.76 | NA | NA | … | … | 13.50 | 24.23 | 13.47 | 35.70 | 29.14 | 18.51 | 57.40 | 17.02 | 22.37 | 15.96 | 8.45 | 10.99 | 17.71 | 34.13 | 36.50 | 71.30 | 93.77 |
| Yield(%) | 0.00 | 3.48 | 5.81 | 4.12 | 5.25 | 26.18 | 5.88 | … | … | 1.74 | 3.03 | 3.73 | 3.81 | 3.63 | 4.49 | 3.53 | 3.37 | 2.63 | 1.90 | 2.32 | 2.06 | 1.48 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBCP (Independent Bank Corporation) |
-15.00%
Sep 2017 – Sep 2020 |
-4.82%
May 2018 – May 2023 |
3.94%
Apr 2010 – Apr 2020 |
9.23%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBCP (Independent Bank Corporation) |
115.10%
Dec 2011 – Dec 2014 |
76.72%
Dec 2011 – Dec 2016 |
36.47%
Dec 2011 – Dec 2021 |
27.80%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart