Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NASB (NASB Financial Inc) | 8.32% | 25.65% | 15.49% | -5.50% | 7.27% | 13.34% | 4.41% | … | … |
Data as of 06/03/2026, Common starting date is 08/06/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NASB (NASB Financial Inc) | 08/06/1999 | 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 (%) | 0.62 | 25.65 | 15.49 | -5.50 | 7.27 | 13.34 | 4.41 | … | … | 8.32 | 3.01 | 30.80 | -35.34 | -19.17 | 0.29 | 51.67 | 9.75 | 21.59 | 11.70 | 12.21 | 46.36 | -18.83 | 44.20 | 99.53 | -36.10 | -27.27 | -10.33 | 5.88 | -34.38 | 7.65 | 1.33 | -0.64 | 89.90 | 50.49 | 35.20 | 9.30 | -18.02 |
| Sharpe Ratio | NA | 1.51 | 0.27 | -0.34 | 0.19 | NA | NA | … | … | 1.30 | 0.01 | 1.29 | -0.92 | -0.94 | 0.01 | 1.21 | 0.43 | 0.66 | 0.42 | 0.28 | 1.64 | -0.50 | 1.45 | 2.34 | -0.76 | -0.46 | -0.12 | 0.05 | -0.68 | 0.17 | -0.03 | -0.04 | 2.30 | 1.39 | 0.82 | 0.13 | -0.70 |
| Standard Deviation(%) | NA | 14.70 | 26.24 | 25.82 | 29.96 | NA | NA | … | … | 13.31 | 15.44 | 21.01 | 42.84 | 21.43 | 30.31 | 42.20 | 19.43 | 30.81 | 26.71 | 43.34 | 28.26 | 37.87 | 30.38 | 42.99 | 47.45 | 59.17 | 84.84 | 101.76 | 55.12 | 25.63 | 29.91 | 42.30 | 38.76 | 35.48 | 40.56 | 37.73 | 60.24 |
| Draw Down(%) | NA | 6.20 | 23.92 | 57.92 | 60.02 | NA | NA | … | … | 6.20 | 13.22 | 4.89 | 46.09 | 21.97 | 12.30 | 32.67 | 10.25 | 11.98 | 12.37 | 13.65 | 12.65 | 33.07 | 11.82 | 20.33 | 48.53 | 48.27 | 53.44 | 44.36 | 41.29 | 20.16 | 23.02 | 18.63 | 10.57 | 19.99 | 15.07 | 24.50 | 31.62 |
| Yield(%) | 0.00 | 4.63 | 4.08 | 3.19 | 6.33 | 14.32 | 3.93 | … | … | 0.93 | 3.88 | 3.41 | 2.13 | 5.48 | 6.08 | 1.25 | 4.77 | 9.09 | 3.37 | 3.47 | 11.79 | 1.03 | 2.56 | 0.00 | 0.00 | 0.97 | 3.33 | 3.40 | 2.12 | 2.32 | 2.85 | 3.90 | 5.87 | 3.77 | 4.15 | 3.30 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/06/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NASB (NASB Financial Inc) |
-31.15%
Sep 2008 – Sep 2011 |
-23.07%
Nov 2006 – Nov 2011 |
-3.53%
Jun 2004 – Jun 2014 |
2.51%
Jun 2005 – Jun 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NASB (NASB Financial Inc) |
57.10%
Feb 2001 – Feb 2004 |
35.84%
Jun 2000 – Jun 2005 |
26.04%
Jul 2011 – Jul 2021 |
12.44%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart