Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDFB (Peak Bancorp Inc) | NA | 9.29% | 26.63% | 12.70% | 8.11% | -8.76% | NA | … | … |
Data as of 11/29/2023, Common starting date is 02/13/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDFB (Peak Bancorp Inc) | 02/13/2008 | 11/29/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 9.29 | 26.63 | 12.70 | 8.11 | -8.76 | NA | … | … | 12.15 | 31.45 | 39.52 | 0.80 | 12.61 | -20.71 | 3.70 | 42.11 | -26.92 | 44.44 | 32.35 | 13.33 | 50.00 | -80.95 | -79.00 | -50.05 |
| Sharpe Ratio | NA | 0.18 | 0.80 | 0.39 | 0.11 | NA | NA | … | … | 0.30 | 0.80 | 2.25 | 0.02 | 0.69 | -0.58 | 0.06 | 0.89 | -0.23 | 0.33 | 0.43 | 0.18 | 0.68 | -0.74 | -0.89 | -0.80 |
| Standard Deviation(%) | NA | 28.92 | 31.03 | 29.23 | 68.00 | NA | NA | … | … | 30.23 | 37.75 | 26.80 | 29.02 | 16.23 | 37.99 | 52.30 | 46.79 | 115.67 | 134.98 | 74.45 | 74.82 | 73.74 | 109.46 | 89.35 | 68.80 |
| Draw Down(%) | NA | 20.83 | 20.83 | 35.62 | 77.50 | NA | NA | … | … | 20.83 | 7.53 | 8.05 | 28.00 | 16.92 | 34.71 | 24.44 | 26.15 | 70.00 | 67.50 | 44.00 | 50.00 | 34.21 | 80.95 | 79.00 | 57.54 |
| 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 | 0.00 |
Data as of 11/29/2023, Common starting date is 02/13/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDFB (Peak Bancorp Inc) |
-68.18%
Mar 2008 – Mar 2011 |
-46.90%
Mar 2008 – Mar 2013 |
-23.41%
Mar 2008 – Mar 2018 |
-13.19%
Mar 2008 – Mar 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDFB (Peak Bancorp Inc) |
83.71%
Apr 2011 – Apr 2014 |
21.06%
Apr 2011 – Apr 2016 |
12.86%
Jun 2011 – Jun 2021 |
-10.14%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison Chart