Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBBC (Marathon Bancorp Inc) | 20.97% | 47.25% | 12.80% | 6.93% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBBC (Marathon Bancorp Inc) | 04/19/2021 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.22 | 47.25 | 12.80 | 6.93 | NA | NA | NA | … | … | 20.97 | -12.57 | 31.16 | -16.98 | 4.65 | 6.65 |
| Sharpe Ratio | NA | 1.40 | 0.31 | 0.12 | NA | NA | NA | … | … | 1.14 | -0.35 | 1.18 | -0.53 | 0.39 | 0.91 |
| Standard Deviation(%) | NA | 29.84 | 38.05 | 31.54 | NA | NA | NA | … | … | 40.26 | 44.26 | 20.96 | 40.41 | 8.32 | 10.39 |
| Draw Down(%) | NA | 14.10 | 35.98 | 42.39 | NA | NA | NA | … | … | 14.10 | 35.88 | 18.08 | 42.39 | 6.13 | 4.11 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 04/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBBC (Marathon Bancorp Inc) |
-6.91%
May 2021 – May 2024 |
5.78%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBBC (Marathon Bancorp Inc) |
13.36%
May 2023 – May 2026 |
5.78%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart