Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LWCL (Lewis & Clark Bancorp) | -17.56% | 4.81% | 13.92% | 0.87% | 5.15% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LWCL (Lewis & Clark Bancorp) | 08/16/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.81 | 13.92 | 0.87 | 5.15 | NA | NA | … | … | -17.56 | 36.44 | 15.95 | -26.41 | 3.23 | 33.14 | -18.56 | -3.98 | 10.07 | 32.57 | 11.79 | 26.09 | 12.75 | 44.34 | -3.64 |
| Sharpe Ratio | NA | 0.07 | 0.36 | -0.06 | 0.14 | NA | NA | … | … | -0.98 | 1.04 | 0.55 | -0.72 | 0.16 | 2.55 | -0.48 | -0.44 | 0.86 | 2.07 | 1.34 | 2.08 | 0.19 | 1.43 | -2.02 |
| Standard Deviation(%) | NA | 31.80 | 29.37 | 29.53 | 25.46 | NA | NA | … | … | 40.98 | 32.47 | 22.27 | 42.04 | 11.29 | 13.22 | 38.92 | 12.50 | 10.15 | 15.49 | 8.67 | 12.55 | 67.80 | 31.02 | 4.82 |
| Draw Down(%) | NA | 23.10 | 26.39 | 48.32 | 52.75 | NA | NA | … | … | 23.10 | 16.08 | 22.79 | 43.55 | 10.07 | 2.90 | 44.39 | 11.95 | 12.19 | 5.50 | 4.17 | 1.28 | 37.00 | 3.45 | 3.64 |
| Yield(%) | 0.00 | 108.53 | 50.94 | 21.60 | 16.88 | 22.60 | 16.95 | … | … | 83.33 | 0.00 | 0.29 | 0.41 | 0.84 | 1.12 | 1.10 | 0.81 | 0.89 | 1.17 | 1.33 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LWCL (Lewis & Clark Bancorp) |
-13.72%
May 2021 – May 2024 |
-8.12%
May 2018 – May 2023 |
-0.94%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LWCL (Lewis & Clark Bancorp) |
27.17%
Jan 2013 – Jan 2016 |
27.99%
Apr 2013 – Apr 2018 |
14.15%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart