Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBKL (MBT Bancshares Inc) | 4.58% | 35.44% | 17.42% | 7.98% | 9.13% | 4.65% | 4.17% | … | … |
Data as of 06/04/2026, Common starting date is 06/06/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBKL (MBT Bancshares Inc) | 06/06/1994 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 35.44 | 17.42 | 7.98 | 9.13 | 4.65 | 4.17 | … | … | 4.58 | 35.99 | 5.11 | -8.22 | -4.70 | 23.70 | -5.59 | 10.42 | 13.81 | 11.73 | 7.58 | 4.72 | -9.82 | -10.79 | -1.01 | -3.37 | 20.16 | 34.46 | -29.02 | -8.59 | 24.79 | -3.25 | 23.74 | -1.69 | 26.72 | -4.24 | -18.82 | 9.18 | -1.83 | 23.39 | 12.00 | 13.64 | 2.33 |
| Sharpe Ratio | NA | 1.28 | 0.51 | 0.24 | 0.30 | NA | NA | … | … | 0.73 | 1.33 | 0.07 | -0.37 | -0.51 | 0.84 | -0.29 | 0.38 | 0.34 | 0.50 | 0.95 | 0.66 | -0.90 | -0.45 | -0.05 | -0.07 | 0.30 | 1.47 | -1.06 | -0.66 | 1.53 | -0.14 | 0.68 | -0.08 | 0.58 | -0.20 | -0.74 | 0.22 | -0.25 | 0.75 | 0.51 | 0.58 | 0.01 |
| Standard Deviation(%) | NA | 25.15 | 27.07 | 22.45 | 24.58 | NA | NA | … | … | 10.54 | 24.92 | 22.77 | 32.50 | 12.00 | 28.26 | 20.24 | 23.66 | 36.98 | 22.42 | 7.73 | 7.13 | 10.94 | 24.17 | 20.31 | 49.41 | 67.08 | 23.35 | 28.15 | 17.84 | 14.06 | 40.20 | 33.65 | 28.83 | 44.25 | 33.55 | 31.13 | 26.16 | 21.40 | 26.24 | 16.26 | 16.55 | 43.83 |
| Draw Down(%) | NA | 13.00 | 22.92 | 33.39 | 33.39 | NA | NA | … | … | 3.38 | 13.00 | 21.30 | 26.21 | 11.51 | 15.38 | 26.00 | 14.61 | 18.46 | 21.68 | 3.70 | 5.26 | 11.96 | 14.60 | 11.55 | 31.01 | 34.02 | 5.13 | 36.06 | 27.03 | 4.46 | 34.13 | 11.11 | 14.82 | 22.29 | 17.65 | 26.97 | 8.33 | 12.00 | 11.84 | 7.41 | 8.33 | 18.52 |
| Yield(%) | 0.00 | 4.76 | 5.14 | 4.29 | 5.49 | 3.61 | 3.42 | … | … | 0.00 | 5.00 | 5.00 | 4.36 | 3.98 | 4.73 | 4.26 | 4.49 | 4.88 | 5.19 | 5.29 | 5.00 | 3.86 | 3.69 | 3.70 | 3.45 | 4.00 | 5.13 | 3.48 | 3.08 | 4.07 | 3.45 | 20.69 | 3.28 | 3.92 | 3.69 | 4.29 | 3.03 | 1.47 | 1.79 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/06/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBKL (MBT Bancshares Inc) |
-13.84%
Mar 2010 – Mar 2013 |
-11.25%
Mar 2010 – Mar 2015 |
-2.89%
Mar 2010 – Mar 2020 |
-0.18%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBKL (MBT Bancshares Inc) |
21.32%
Jul 1994 – Jul 1997 |
16.01%
Jun 2002 – Jun 2007 |
9.07%
May 2016 – May 2026 |
8.05%
Mar 1995 – Mar 2010 |
Annualized Rolling Returns Comparison Chart