Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEFB (Neffs Bancorp Inc) | 0.29% | 18.64% | 7.94% | -4.75% | 5.30% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEFB (Neffs Bancorp Inc) | 10/26/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.64 | 7.94 | -4.75 | 5.30 | NA | NA | … | … | 0.29 | 94.14 | -17.39 | -24.17 | -27.81 | 15.84 | -1.48 | 27.97 | 10.32 | 15.05 | 7.79 | 7.08 | 3.84 | 4.77 | 2.32 |
| Sharpe Ratio | NA | 0.95 | 0.11 | -0.21 | 0.11 | NA | NA | … | … | -0.24 | 2.61 | -0.36 | -0.91 | -1.77 | 0.25 | -0.06 | 1.92 | 0.54 | 1.05 | 0.65 | 0.97 | 0.42 | 0.19 | 3.75 |
| Standard Deviation(%) | NA | 16.87 | 41.11 | 35.41 | 33.53 | NA | NA | … | … | 7.60 | 35.10 | 58.06 | 30.79 | 16.54 | 64.13 | 28.79 | 13.82 | 16.62 | 13.79 | 11.70 | 7.23 | 9.00 | 24.42 | 3.92 |
| Draw Down(%) | NA | 6.76 | 44.87 | 65.68 | 71.09 | NA | NA | … | … | 3.63 | 13.79 | 28.57 | 35.99 | 28.67 | 33.43 | 26.32 | 5.88 | 9.50 | 5.74 | 6.49 | 4.56 | 5.17 | 14.93 | 0.00 |
| Yield(%) | 0.00 | 2.44 | 2.50 | 1.47 | 2.74 | 2.75 | 2.06 | … | … | 1.04 | 3.95 | 3.13 | 2.58 | 1.62 | 1.82 | 1.73 | 2.18 | 2.28 | 2.55 | 2.59 | 2.45 | 2.40 | 2.45 | 1.15 |
Data as of 06/03/2026, Common starting date is 10/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEFB (Neffs Bancorp Inc) |
-30.05%
Feb 2021 – Feb 2024 |
-14.03%
Oct 2019 – Oct 2024 |
-2.11%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEFB (Neffs Bancorp Inc) |
29.82%
Feb 2018 – Feb 2021 |
22.10%
Feb 2016 – Feb 2021 |
7.21%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart