Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LPBC (Lincoln Park Bancorp) NA 24.64% 3.12% -3.35% 6.05% 2.01% NA
Data as of 07/26/2022, Common starting date is 02/17/2005
More Performance Analytics Comparison
Name Start Date End Date
LPBC (Lincoln Park Bancorp) 02/17/2005 07/26/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) 0.00 24.64 3.12 -3.35 6.05 2.01 NA 6.32 14.81 -18.67 -17.00 -18.37 0.00 65.32 10.60 -2.90 38.00 40.45 -43.04 76.06 18.33 -50.00 -36.17 4.44 -13.46
Sharpe Ratio NA 0.23 0.04 -0.07 0.13 NA NA 0.08 0.49 -0.39 -1.71 -2.20 -1.11 1.45 -0.34 -0.62 0.51 0.49 -1.27 0.78 0.00 -0.80 -2.10 -0.72 -1.44
Standard Deviation(%) NA 104.08 70.34 55.70 44.51 NA NA 136.31 46.13 47.74 23.52 18.17 17.37 21.40 23.41 34.77 38.44 44.75 48.36 74.02 74.42 87.01 27.80 24.96 27.50
Draw Down(%) NA 57.89 58.17 69.43 69.43 NA NA 57.89 22.29 36.72 23.24 23.08 8.40 6.25 10.18 17.50 14.29 23.08 54.06 31.33 38.89 57.14 40.00 13.37 17.12
Yield(%) 0.00 0.00 0.00 0.00 0.49 0.33 0.21 0.00 0.00 0.00 0.00 0.00 1.31 0.81 0.00 0.00 0.00 3.37 0.00 1.41 0.00 0.00 0.00 0.56 0.00
Data as of 07/26/2022, Common starting date is 02/17/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LPBC (Lincoln Park Bancorp) -34.53%
Feb 2006 – Feb 2009
-18.51%
Jan 2007 – Jan 2012
-3.10%
Mar 2005 – Mar 2015
-3.10%
Jul 2005 – Jul 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LPBC (Lincoln Park Bancorp) 29.20%
Sep 2011 – Sep 2014
28.86%
Dec 2011 – Dec 2016
14.40%
Feb 2009 – Feb 2019
1.50%
Jun 2007 – Jun 2022
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return