Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSBF (MSB Financial Corp) | NA | -25.90% | -8.17% | 3.06% | 5.96% | NA | NA | … | … |
Data as of 07/13/2020, Common starting date is 01/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSBF (MSB Financial Corp) | 01/05/2007 | 07/13/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.68 | -25.90 | -8.17 | 3.06 | 5.96 | NA | NA | … | … | -39.00 | 7.33 | 10.60 | 27.24 | 17.68 | 7.02 | 66.67 | 19.19 | 54.56 | -23.72 | -24.34 | -20.55 | 7.76 | -21.98 |
| Sharpe Ratio | NA | -0.51 | -0.17 | 0.04 | 0.03 | NA | NA | … | … | -1.01 | 0.13 | 0.20 | 0.33 | 0.28 | 0.04 | 0.25 | 0.07 | 0.20 | -0.09 | -0.09 | -0.07 | 0.03 | -0.14 |
| Standard Deviation(%) | NA | 52.46 | 53.99 | 61.66 | 193.81 | NA | NA | … | … | 60.86 | 46.12 | 46.88 | 80.31 | 62.03 | 165.90 | 264.57 | 269.71 | 280.54 | 273.97 | 276.25 | 277.58 | 244.53 | 184.72 |
| Draw Down(%) | NA | 40.38 | 48.16 | 48.16 | 57.96 | NA | NA | … | … | 40.38 | 27.33 | 21.36 | 16.38 | 16.73 | 27.09 | 35.27 | 30.23 | 40.50 | 50.39 | 44.66 | 39.81 | 39.15 | 37.04 |
| Yield(%) | 0.00 | 5.54 | 4.67 | 4.21 | 3.42 | 1.92 | 1.44 | … | … | 1.86 | 3.02 | 5.74 | 3.32 | 0.00 | 0.00 | 0.00 | 0.00 | 1.74 | 2.03 | 2.11 | 1.18 | 1.62 | 0.32 |
Data as of 07/13/2020, Common starting date is 01/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSBF (MSB Financial Corp) |
-26.24%
Aug 2008 – Aug 2011 |
-14.44%
Sep 2007 – Sep 2012 |
5.12%
Mar 2008 – Mar 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSBF (MSB Financial Corp) |
45.34%
Dec 2011 – Dec 2014 |
31.07%
Sep 2012 – Sep 2017 |
13.15%
Jan 2010 – Jan 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart