Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INBKZ (First Internet Bancorp – Fixed- ) | 6.39% | 13.40% | 20.30% | 7.05% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INBKZ (First Internet Bancorp – Fixed- ) | 06/18/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 13.40 | 20.30 | 7.05 | NA | NA | NA | … | … | 6.39 | 7.86 | 23.15 | 7.32 | -10.53 | 7.32 | 2.61 | 7.61 |
| Sharpe Ratio | NA | 1.31 | 0.95 | 0.18 | NA | NA | NA | … | … | 1.67 | 0.55 | 1.99 | 0.08 | -0.60 | 0.40 | 0.05 | 1.05 |
| Standard Deviation(%) | NA | 8.92 | 17.70 | 24.58 | NA | NA | NA | … | … | 7.23 | 9.05 | 9.81 | 47.65 | 19.96 | 18.40 | 47.04 | 12.65 |
| Draw Down(%) | NA | 3.12 | 13.38 | 31.62 | NA | NA | NA | … | … | 2.00 | 5.05 | 2.90 | 29.92 | 13.44 | 4.53 | 45.17 | 4.12 |
| Yield(%) | 0.00 | 8.56 | 10.52 | 6.82 | 4.64 | 3.09 | 2.32 | … | … | 4.05 | 8.61 | 8.75 | 6.77 | 5.70 | 5.77 | 5.68 | 2.97 |
Data as of 06/04/2026, Common starting date is 06/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INBKZ (First Internet Bancorp – Fixed- ) |
-2.55%
May 2020 – May 2023 |
5.42%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INBKZ (First Internet Bancorp – Fixed- ) |
23.11%
May 2023 – May 2026 |
12.23%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart