Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISBA (Isabella Bank Corporation) | -16.21% | 55.46% | 31.47% | 17.58% | 8.83% | 10.11% | 3.72% | … | … |
Data as of 06/04/2026, Common starting date is 01/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISBA (Isabella Bank Corporation) | 01/31/2006 | 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 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.22 | 55.46 | 31.47 | 17.58 | 8.83 | 10.11 | 3.72 | … | … | -16.21 | 99.11 | 27.74 | -3.53 | -3.47 | 36.27 | -14.33 | 12.68 | -16.97 | 5.20 | -3.50 | 38.19 | -1.92 | 13.54 | -5.02 | 42.52 | -4.88 | -23.27 | -38.31 | -4.01 | -4.35 |
| Sharpe Ratio | NA | 0.97 | 0.73 | 0.42 | 0.24 | NA | NA | … | … | -0.94 | 2.09 | 1.01 | -0.17 | -0.21 | 1.42 | -0.35 | 0.71 | -1.00 | 0.53 | -0.32 | 2.46 | -0.12 | 0.69 | -0.29 | 1.55 | -0.13 | -0.41 | -0.82 | -0.39 | -0.41 |
| Standard Deviation(%) | NA | 51.43 | 39.32 | 35.31 | 29.81 | NA | NA | … | … | 43.28 | 46.19 | 23.77 | 42.91 | 23.46 | 25.47 | 41.38 | 15.76 | 18.43 | 8.57 | 11.73 | 15.49 | 15.71 | 19.49 | 17.83 | 27.43 | 37.41 | 56.99 | 47.97 | 18.65 | 19.82 |
| Draw Down(%) | NA | 29.19 | 29.19 | 29.42 | 40.73 | NA | NA | … | … | 25.44 | 26.06 | 16.52 | 22.86 | 18.13 | 11.40 | 35.01 | 8.14 | 17.19 | 4.60 | 8.86 | 4.37 | 7.84 | 17.38 | 11.09 | 11.34 | 17.06 | 40.72 | 48.38 | 8.89 | 13.59 |
| Yield(%) | 0.00 | 4.07 | 5.33 | 4.77 | 3.84 | 5.41 | 2.25 | … | … | 0.56 | 4.31 | 5.20 | 4.98 | 4.23 | 5.55 | 4.44 | 4.62 | 3.68 | 3.66 | 3.28 | 4.18 | 3.73 | 3.82 | 3.42 | 4.39 | 4.00 | 2.43 | 1.05 | 0.57 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISBA (Isabella Bank Corporation) |
-26.27%
Nov 2006 – Nov 2009 |
-15.25%
Feb 2006 – Feb 2011 |
-2.07%
Feb 2006 – Feb 2016 |
-1.87%
Feb 2006 – Feb 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISBA (Isabella Bank Corporation) |
34.88%
Dec 2022 – Dec 2025 |
26.41%
Dec 2020 – Dec 2025 |
10.43%
Feb 2016 – Feb 2026 |
12.00%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart