Performance Comparison
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
