Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MIFF (Mifflinburg Bancorp Inc) NA 18.55% -1.66% 2.75% 4.99% NA NA
Data as of 10/13/2025, Common starting date is 02/03/2014
More Performance Analytics Comparison
Name Start Date End Date
MIFF (Mifflinburg Bancorp Inc) 02/03/2014 10/13/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) 2.28 18.55 -1.66 2.75 4.99 NA NA 9.30 9.67 -12.28 -6.20 -6.46 27.44 23.51 -17.16 29.33 4.62 0.00 68.80
Sharpe Ratio NA 0.47 -0.14 0.01 0.10 NA NA 0.49 0.19 -0.34 -0.27 -0.10 0.49 1.24 -0.88 1.12 0.98 0.00 1.92
Standard Deviation(%) NA 22.88 35.38 41.68 35.91 NA NA 18.73 31.86 47.54 28.48 63.87 55.14 17.84 21.13 25.77 4.52 NA 40.42
Draw Down(%) NA 11.00 34.84 49.64 49.64 NA NA 11.00 24.27 28.02 15.58 31.82 20.72 3.45 18.91 0.00 0.00 0.00 0.00
Yield(%) 0.00 3.21 3.71 4.31 3.56 4.01 3.00 2.96 3.00 4.98 4.35 3.74 4.39 3.00 0.00 0.00 0.00 0.00 0.00
Data as of 10/13/2025, Common starting date is 02/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MIFF (Mifflinburg Bancorp Inc) -17.25%
Aug 2021 – Aug 2024
-2.49%
Apr 2020 – Apr 2025
3.06%
Nov 2014 – Nov 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MIFF (Mifflinburg Bancorp Inc) 31.69%
Mar 2014 – Mar 2017
17.70%
Aug 2016 – Aug 2021
9.28%
Mar 2014 – Mar 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return