Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBFL (Independent BancShares Inc) | NA | NA | -20.10% | -12.60% | -38.87% | NA | NA | … | … |
Data as of 03/30/2020, Common starting date is 08/24/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBFL (Independent BancShares Inc) | 08/24/2006 | 03/30/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | NA | -20.10 | -12.60 | -38.87 | NA | NA | … | … | -49.00 | 0.00 | 0.00 | -100.00 | 0.00 | 0.00 | 0.00 | 0.00 | -75.00 | 100.00 | -98.67 | -76.92 | -62.96 | -29.94 | -16.50 |
| Sharpe Ratio | NA | 1.00 | NA | NA | NA | NA | NA | … | … | -0.52 | 1.00 | 1.00 | NA | 0.00 | 0.00 | 0.00 | -0.13 | -0.34 | 0.26 | -0.35 | -0.81 | -1.50 | -2.05 | -3.56 |
| Standard Deviation(%) | NA | 84.24 | NA | NA | NA | NA | NA | … | … | 195.15 | NA | NA | NA | NA | NA | NA | 138.91 | 274.77 | 308.57 | 330.76 | 118.26 | 54.72 | 25.42 | 20.25 |
| Draw Down(%) | NA | 49.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 49.00 | 0.00 | 0.00 | 100.00 | 0.00 | 0.00 | 0.00 | 50.00 | 85.71 | 88.00 | 99.33 | 84.31 | 66.88 | 35.74 | 18.03 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/30/2020, Common starting date is 08/24/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBFL (Independent BancShares Inc) |
-100.00%
Jun 2014 – Jun 2017 |
-100.00%
Jun 2012 – Jun 2017 |
-100.00%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBFL (Independent BancShares Inc) |
58.74%
Apr 2014 – Apr 2017 |
14.87%
Apr 2012 – Apr 2017 |
-40.83%
Aug 2009 – Aug 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart