Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCNB (LCNB Corp.) | 3.45% | 24.86% | 12.44% | 4.04% | 4.85% | 6.86% | 4.33% | … | … |
Data as of 06/04/2026, Common starting date is 10/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCNB (LCNB Corp.) | 10/26/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.85 | 24.86 | 12.44 | 4.04 | 4.85 | 6.86 | 4.33 | … | … | 3.45 | 14.71 | 1.67 | -7.48 | -3.37 | 38.75 | -20.12 | 32.55 | -23.21 | -8.44 | 47.32 | 12.99 | -12.15 | 35.14 | 10.94 | 14.16 | 20.04 | 24.49 | -16.91 | -33.24 | 0.85 | -1.28 | 14.76 | 48.02 | 25.96 | 19.65 | -45.58 | -4.55 |
| Sharpe Ratio | NA | 0.79 | 0.28 | 0.06 | 0.08 | NA | NA | … | … | 0.41 | 0.40 | -0.05 | -0.35 | -0.18 | 1.39 | -0.27 | 1.54 | -0.95 | -0.28 | 1.48 | 0.61 | -0.63 | 0.95 | 0.45 | 0.47 | 0.55 | 0.48 | -0.33 | -0.79 | -0.15 | -0.12 | 0.49 | 1.44 | 0.52 | 0.47 | -1.06 | -0.58 |
| Standard Deviation(%) | NA | 28.49 | 31.92 | 29.92 | 36.80 | NA | NA | … | … | 26.72 | 29.86 | 35.74 | 31.95 | 26.73 | 27.89 | 74.32 | 20.22 | 26.00 | 32.06 | 31.79 | 21.11 | 19.36 | 36.83 | 24.50 | 30.31 | 36.45 | 50.96 | 53.53 | 46.10 | 16.94 | 29.56 | 27.87 | 32.84 | 48.14 | 37.10 | 46.84 | 44.88 |
| Draw Down(%) | NA | 14.01 | 24.59 | 29.67 | 50.55 | NA | NA | … | … | 14.01 | 12.37 | 19.57 | 28.63 | 25.35 | 18.93 | 43.41 | 15.35 | 29.55 | 22.74 | 9.64 | 8.05 | 18.01 | 32.88 | 10.05 | 13.22 | 11.58 | 16.45 | 35.33 | 34.96 | 8.17 | 18.89 | 9.37 | 13.00 | 26.67 | 13.07 | 49.79 | 10.26 |
| Yield(%) | 1.30 | 6.30 | 6.37 | 4.82 | 4.77 | 6.12 | 3.91 | … | … | 2.72 | 5.89 | 5.48 | 4.67 | 4.13 | 5.40 | 3.84 | 4.45 | 3.19 | 3.56 | 3.93 | 4.30 | 3.62 | 4.65 | 5.00 | 5.38 | 6.10 | 6.96 | 5.69 | 3.44 | 4.00 | 2.99 | 4.73 | 4.29 | 4.93 | 5.14 | 6.43 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCNB (LCNB Corp.) |
-19.48%
Feb 2006 – Feb 2009 |
-9.94%
Feb 2004 – Feb 2009 |
-0.43%
Dec 1999 – Dec 2009 |
1.78%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCNB (LCNB Corp.) |
33.24%
Feb 2001 – Feb 2004 |
25.33%
Jul 2008 – Jul 2013 |
12.63%
Jun 2008 – Jun 2018 |
10.41%
Dec 2001 – Dec 2016 |
Annualized Rolling Returns Comparison Chart