Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NMBF (Nmb Financial Corp) | NA | 78.57% | 100.20% | 25.04% | NA | NA | NA | … | … |
Data as of 05/29/2025, Common starting date is 05/07/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NMBF (Nmb Financial Corp) | 05/07/2018 | 05/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.01 | 78.57 | 100.20 | 25.04 | NA | NA | NA | … | … | 7.14 | 50.43 | 13.93 | 24.86 | 53.85 | -10.78 | 10.87 | -23.33 |
| Sharpe Ratio | NA | 2.91 | 1.13 | NA | NA | NA | NA | … | … | 0.56 | 2.23 | 0.14 | NA | 0.86 | -0.43 | 0.18 | -0.96 |
| Standard Deviation(%) | NA | 25.85 | 85.96 | NA | NA | NA | NA | … | … | 27.61 | 19.91 | 66.43 | NA | 62.26 | 25.48 | 52.73 | 36.13 |
| Draw Down(%) | NA | 17.08 | 49.03 | 100.00 | NA | NA | NA | … | … | 17.08 | 10.17 | 46.70 | 100.00 | 31.25 | 16.67 | 30.77 | 23.33 |
| Yield(%) | 0.00 | 4.55 | 10.83 | 2.48 | 1.08 | 0.72 | 0.54 | … | … | 0.00 | 4.10 | 2.75 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/29/2025, Common starting date is 05/07/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMBF (Nmb Financial Corp) |
-100.00%
Jan 2019 – Jan 2022 |
11.09%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMBF (Nmb Financial Corp) |
46.99%
Mar 2020 – Mar 2023 |
27.47%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart