Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCBK (Madison County Financial Inc) | 23.82% | 26.28% | 9.44% | 1.32% | 7.20% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/10/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCBK (Madison County Financial Inc) | 10/10/2012 | 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 | 26.28 | 9.44 | 1.32 | 7.20 | NA | NA | … | … | 23.82 | 6.44 | 13.99 | -21.61 | -9.83 | 15.37 | 6.42 | 13.67 | 1.12 | 25.27 | -2.53 | 11.04 | 8.85 | 11.65 | 12.25 |
| Sharpe Ratio | NA | 1.56 | 0.32 | -0.04 | 0.20 | NA | NA | … | … | 4.88 | 0.24 | 0.50 | -0.61 | -0.61 | 0.83 | 0.12 | 0.86 | -0.02 | 1.69 | -0.23 | 0.39 | 0.33 | 0.60 | 3.81 |
| Standard Deviation(%) | NA | 14.94 | 19.33 | 24.63 | 25.39 | NA | NA | … | … | 13.55 | 15.07 | 20.74 | 41.41 | 18.58 | 18.44 | 51.37 | 14.13 | 13.77 | 14.64 | 12.19 | 28.07 | 26.57 | 19.38 | 18.76 |
| Draw Down(%) | NA | 5.47 | 23.22 | 40.46 | 48.47 | NA | NA | … | … | 2.42 | 5.47 | 12.90 | 30.18 | 16.91 | 10.96 | 34.85 | 7.14 | 7.21 | 7.16 | 13.86 | 17.15 | 14.02 | 8.69 | 4.31 |
| Yield(%) | 0.00 | 2.37 | 1.66 | 1.63 | 2.64 | 2.78 | 2.09 | … | … | 2.32 | 1.44 | 1.35 | 2.47 | 2.09 | 2.16 | 1.89 | 2.03 | 1.19 | 1.96 | 1.32 | 1.26 | 1.33 | 1.72 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/10/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCBK (Madison County Financial Inc) |
-18.57%
Sep 2020 – Sep 2023 |
-7.78%
Sep 2020 – Sep 2025 |
3.10%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCBK (Madison County Financial Inc) |
23.74%
Sep 2017 – Sep 2020 |
17.80%
Sep 2015 – Sep 2020 |
9.63%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart