Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTNB (JTNB Bancorp Inc) | -0.70% | 46.64% | 41.74% | 7.41% | 6.36% | 6.46% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTNB (JTNB Bancorp Inc) | 07/27/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 46.64 | 41.74 | 7.41 | 6.36 | 6.46 | NA | … | … | -0.70 | 58.54 | 49.31 | -33.41 | 0.17 | 20.55 | -15.26 | -1.26 | 8.76 | 6.41 | 21.64 | -5.30 | 5.41 | 3.83 | 7.32 | -4.06 | 9.52 | -17.20 | 9.13 | 5.00 |
| Sharpe Ratio | NA | 1.70 | 0.90 | 0.12 | 0.14 | NA | NA | … | … | -0.21 | 2.30 | 1.27 | -0.49 | -0.15 | 0.63 | -0.49 | -0.16 | 0.93 | 0.41 | 1.09 | -0.34 | 0.56 | 0.35 | 0.69 | -0.41 | 0.42 | -0.34 | 0.13 | 0.53 |
| Standard Deviation(%) | NA | 22.72 | 42.55 | 41.80 | 32.62 | NA | NA | … | … | 22.36 | 24.35 | 36.00 | 75.56 | 8.38 | 32.51 | 31.40 | 17.38 | 7.93 | 14.08 | 19.59 | 15.55 | 9.70 | 10.83 | 10.62 | 10.00 | 22.49 | 50.73 | 61.21 | 17.66 |
| Draw Down(%) | NA | 9.80 | 34.01 | 65.03 | 65.03 | NA | NA | … | … | 9.80 | 9.61 | 15.90 | 54.07 | 6.67 | 25.93 | 32.81 | 10.87 | 3.73 | 10.42 | 8.20 | 19.50 | 4.68 | 7.41 | 5.41 | 10.02 | 17.27 | 38.04 | 33.69 | 6.67 |
| Yield(%) | 0.00 | 4.28 | 6.94 | 3.14 | 3.19 | 3.59 | 2.83 | … | … | 0.00 | 4.60 | 5.93 | 3.59 | 3.40 | 5.36 | 3.00 | 1.04 | 2.97 | 2.90 | 3.39 | 3.45 | 3.01 | 3.10 | 3.38 | 3.00 | 3.03 | 1.78 | 5.08 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTNB (JTNB Bancorp Inc) |
-14.27%
Jul 2021 – Jul 2024 |
-9.71%
May 2018 – May 2023 |
-1.52%
May 2013 – May 2023 |
-2.10%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTNB (JTNB Bancorp Inc) |
41.62%
May 2023 – May 2026 |
14.61%
Dec 2020 – Dec 2025 |
8.42%
Dec 2015 – Dec 2025 |
7.11%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart