Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPB (Mid Penn Bancorp, Inc.) | 6.08% | 28.28% | 15.05% | 5.69% | 10.64% | 12.60% | 6.02% | … | … |
Data as of 06/04/2026, Common starting date is 12/04/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPB (Mid Penn Bancorp, Inc.) | 12/04/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.95 | 28.28 | 15.05 | 5.69 | 10.64 | 12.60 | 6.02 | … | … | 6.08 | 10.68 | 22.78 | -16.10 | -2.93 | 49.53 | -21.11 | 29.18 | -29.43 | 42.70 | 53.93 | 6.44 | 11.68 | 30.81 | 52.24 | 2.90 | -27.11 | -49.43 | -19.33 | 53.09 | 3.32 | -5.19 | 23.18 | 24.61 | 26.28 | 27.14 | -29.85 | 0.69 | -14.93 | 2.01 |
| Sharpe Ratio | NA | 0.85 | 0.41 | 0.12 | 0.23 | NA | NA | … | … | 0.54 | 0.28 | 0.59 | -0.55 | -0.17 | 1.49 | -0.27 | 0.92 | -0.96 | 1.53 | 2.07 | 0.28 | 0.50 | 1.14 | 1.16 | 0.05 | -0.44 | -0.78 | -0.36 | 1.39 | -0.01 | -0.97 | 1.26 | 1.44 | 1.48 | 2.12 | -0.89 | -0.17 | -0.98 | 1.61 |
| Standard Deviation(%) | NA | 26.25 | 30.98 | 30.14 | 38.38 | NA | NA | … | … | 26.69 | 28.06 | 32.32 | 35.96 | 25.13 | 33.12 | 80.02 | 30.04 | 32.37 | 27.70 | 25.93 | 22.72 | 23.38 | 26.96 | 45.47 | 62.65 | 61.76 | 63.34 | 55.96 | 36.20 | 10.30 | 7.66 | 17.66 | 16.56 | 16.95 | 11.85 | 38.22 | 15.40 | 18.70 | 17.58 |
| Draw Down(%) | NA | 15.49 | 26.80 | 44.80 | 56.25 | NA | NA | … | … | 11.85 | 21.68 | 20.14 | 41.70 | 23.84 | 15.74 | 45.63 | 18.26 | 40.74 | 10.76 | 12.23 | 7.91 | 7.32 | 14.93 | 17.90 | 38.52 | 41.98 | 58.95 | 35.53 | 10.57 | 13.71 | 10.12 | 17.23 | 9.07 | 6.00 | 5.97 | 39.10 | 10.95 | 27.56 | 3.79 |
| Yield(%) | 0.00 | 3.30 | 3.50 | 2.83 | 4.79 | 7.46 | 3.61 | … | … | 1.43 | 2.91 | 3.30 | 2.64 | 2.50 | 3.87 | 2.70 | 3.26 | 1.33 | 3.22 | 4.00 | 2.81 | 3.14 | 2.23 | 3.27 | 2.67 | 0.00 | 2.48 | 3.08 | 23.80 | 3.28 | 2.89 | 7.50 | 3.77 | 4.40 | 5.33 | 3.70 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/04/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPB (Mid Penn Bancorp, Inc.) |
-34.17%
Sep 2007 – Sep 2010 |
-15.59%
Sep 2005 – Sep 2010 |
-1.44%
Jan 2004 – Jan 2014 |
0.40%
Jan 1998 – Jan 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPB (Mid Penn Bancorp, Inc.) |
36.52%
Apr 2015 – Apr 2018 |
31.56%
Apr 2013 – Apr 2018 |
18.78%
Dec 2011 – Dec 2021 |
13.14%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart