Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFBP (M&F Bancorp Inc) | 44.47% | 51.43% | 6.98% | 30.22% | 25.10% | 19.02% | 6.99% | … | … |
Data as of 06/03/2026, Common starting date is 09/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFBP (M&F Bancorp Inc) | 09/22/1999 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 51.43 | 6.98 | 30.22 | 25.10 | 19.02 | 6.99 | … | … | 44.47 | -2.54 | 27.41 | -26.21 | 200.26 | 84.81 | 36.84 | 39.41 | -51.40 | 1.18 | 32.81 | -32.63 | 48.23 | 32.99 | 11.62 | -12.74 | 71.52 | -64.72 | 18.76 | -52.33 | -12.21 | -6.88 | 28.93 | 49.52 | 26.23 | 23.17 | -44.63 | -0.97 |
| Sharpe Ratio | NA | 1.95 | 0.13 | 0.75 | 0.44 | NA | NA | … | … | 4.67 | -0.17 | 0.60 | -0.70 | 4.23 | 2.33 | 0.43 | 1.02 | -0.74 | 0.01 | 0.62 | -0.71 | 1.00 | 0.57 | 0.21 | -0.19 | 0.63 | -0.36 | 0.10 | -1.26 | -0.39 | -0.12 | 0.67 | 1.94 | 0.48 | 0.50 | -1.64 | -0.47 |
| Standard Deviation(%) | NA | 26.47 | 36.03 | 38.41 | 52.27 | NA | NA | … | … | 35.04 | 31.51 | 39.36 | 42.71 | 47.28 | 36.34 | 84.47 | 37.28 | 71.74 | 58.76 | 52.34 | 46.01 | 48.02 | 57.55 | 56.79 | 67.85 | 112.57 | 180.48 | 174.31 | 44.23 | 40.70 | 77.00 | 41.76 | 25.10 | 52.08 | 42.01 | 29.87 | 14.96 |
| Draw Down(%) | NA | 8.08 | 50.16 | 62.02 | 66.67 | NA | NA | … | … | 8.08 | 25.96 | 25.81 | 57.20 | 18.98 | 11.40 | 43.14 | 15.57 | 61.39 | 33.33 | 21.43 | 41.06 | 16.20 | 39.02 | 25.00 | 25.86 | 49.41 | 70.79 | 73.13 | 55.76 | 20.06 | 44.27 | 19.65 | 10.56 | 24.65 | 20.15 | 47.15 | 5.83 |
| Yield(%) | 0.00 | 1.00 | 0.85 | 2.15 | 2.88 | 3.54 | 0.99 | … | … | 0.32 | 1.26 | 1.36 | 0.75 | 1.67 | 1.54 | 0.00 | 2.87 | 0.00 | 0.00 | 0.00 | 0.00 | 1.80 | 5.00 | 5.21 | 5.00 | 5.77 | 1.92 | 5.42 | 2.02 | 1.90 | 1.33 | 2.03 | 2.67 | 0.74 | 3.56 | 2.82 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFBP (M&F Bancorp Inc) |
-45.99%
Apr 2006 – Apr 2009 |
-31.54%
Apr 2004 – Apr 2009 |
-12.36%
Nov 1999 – Nov 2009 |
-8.32%
Apr 2004 – Apr 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFBP (M&F Bancorp Inc) |
109.32%
Feb 2020 – Feb 2023 |
52.34%
Oct 2019 – Oct 2024 |
25.90%
Jan 2013 – Jan 2023 |
19.47%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison Chart