Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFBC (Jeffersonville Bancorp) | 28.01% | 49.33% | 20.68% | 13.39% | 11.94% | 11.13% | 5.83% | … | … |
Data as of 06/04/2026, Common starting date is 06/03/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFBC (Jeffersonville Bancorp) | 06/03/1998 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.12 | 49.33 | 20.68 | 13.39 | 11.94 | 11.13 | 5.83 | … | … | 28.01 | 20.57 | 14.73 | -5.63 | -7.49 | 33.10 | -1.80 | 3.33 | 15.10 | 3.18 | 27.17 | 7.01 | 22.19 | 7.18 | 12.37 | 2.72 | 16.04 | 4.84 | -28.04 | -23.92 | -18.99 | 26.56 | 6.06 | 18.48 | 105.59 | 17.95 | -2.11 | 19.66 | 1.41 |
| Sharpe Ratio | NA | 1.54 | 0.43 | 0.30 | 0.30 | NA | NA | … | … | 2.78 | 0.53 | 0.32 | -0.25 | -0.28 | 1.02 | -0.04 | 0.10 | 0.45 | 0.12 | 1.22 | 0.34 | 0.89 | 0.25 | 0.30 | 0.10 | 0.37 | 0.09 | -0.51 | -1.02 | -1.09 | 0.90 | 0.12 | 0.38 | 2.54 | 1.24 | -0.29 | 0.34 | -0.02 |
| Standard Deviation(%) | NA | 27.75 | 34.13 | 33.23 | 33.19 | NA | NA | … | … | 23.51 | 33.20 | 35.05 | 37.60 | 32.12 | 32.42 | 54.13 | 19.52 | 30.35 | 21.14 | 22.09 | 20.83 | 24.97 | 28.12 | 40.95 | 26.10 | 42.64 | 50.38 | 56.20 | 26.66 | 20.63 | 26.97 | 42.23 | 46.28 | 41.17 | 12.69 | 22.09 | 48.00 | 36.80 |
| Draw Down(%) | NA | 11.00 | 19.95 | 34.58 | 35.31 | NA | NA | … | … | 5.56 | 12.05 | 18.04 | 21.90 | 21.40 | 12.61 | 32.56 | 10.16 | 16.50 | 8.73 | 8.14 | 12.18 | 12.31 | 8.58 | 12.82 | 10.87 | 19.42 | 12.21 | 37.79 | 27.32 | 26.03 | 15.61 | 17.19 | 22.90 | 21.74 | 3.71 | 8.70 | 20.77 | 13.50 |
| Yield(%) | 0.00 | 5.75 | 4.97 | 4.40 | 5.33 | 6.14 | 2.96 | … | … | 2.67 | 5.64 | 4.27 | 3.54 | 2.85 | 3.20 | 3.38 | 3.86 | 4.27 | 3.46 | 4.23 | 4.26 | 4.08 | 4.73 | 5.05 | 4.95 | 5.47 | 5.42 | 3.71 | 2.73 | 2.01 | 2.28 | 2.17 | 1.96 | 4.09 | 3.51 | 3.39 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/03/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFBC (Jeffersonville Bancorp) |
-23.92%
Jan 2006 – Jan 2009 |
-13.28%
Jul 2005 – Jul 2010 |
-2.61%
May 2003 – May 2013 |
0.23%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFBC (Jeffersonville Bancorp) |
46.96%
May 2000 – May 2003 |
32.78%
Jul 2000 – Jul 2005 |
13.09%
May 2012 – May 2022 |
11.13%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart