Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWIN (NorthWest Indiana Bancorp) | NA | 47.19% | 4.00% | 11.49% | 16.07% | 6.33% | 8.28% | … | … |
Data as of 07/22/2021, Common starting date is 05/20/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWIN (NorthWest Indiana Bancorp) | 05/20/1998 | 07/22/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.34 | 47.19 | 4.00 | 11.49 | 16.07 | 6.33 | 8.28 | … | … | 23.63 | -18.34 | 9.77 | -0.71 | 17.75 | 30.57 | 20.60 | 11.00 | 35.53 | 37.73 | 0.71 | -9.82 | -23.13 | 5.59 | -20.36 | 4.47 | -9.65 | 22.13 | 32.50 | 20.46 | 11.72 | -2.55 | 2.38 | -0.59 |
| Sharpe Ratio | NA | 2.03 | 0.17 | 0.63 | 0.79 | NA | NA | … | … | 2.50 | -0.70 | 0.82 | -0.15 | 1.46 | 1.76 | 0.90 | 0.72 | 1.64 | 1.26 | 0.03 | -0.32 | -0.58 | 0.20 | -1.23 | 0.13 | -0.84 | 1.09 | 1.59 | 2.03 | 0.62 | -0.31 | -0.03 | -0.35 |
| Standard Deviation(%) | NA | 23.23 | 19.32 | 17.15 | 19.77 | NA | NA | … | … | 18.79 | 26.31 | 10.21 | 13.42 | 11.79 | 17.29 | 22.77 | 15.36 | 21.61 | 30.30 | 25.33 | 30.94 | 39.79 | 23.74 | 19.09 | 9.18 | 14.14 | 19.45 | 19.99 | 9.55 | 15.48 | 21.19 | 25.13 | 11.83 |
| Draw Down(%) | NA | 7.42 | 36.62 | 36.62 | 36.62 | NA | NA | … | … | 7.42 | 36.62 | 6.65 | 10.27 | 4.71 | 7.86 | 13.88 | 10.26 | 11.15 | 13.10 | 17.40 | 36.39 | 33.33 | 16.50 | 22.42 | 3.82 | 19.14 | 7.24 | 10.59 | 2.71 | 7.32 | 11.66 | 13.04 | 5.88 |
| Yield(%) | 0.00 | 4.01 | 2.86 | 4.03 | 7.64 | 3.44 | 5.58 | … | … | 1.72 | 2.70 | 2.86 | 2.70 | 2.89 | 3.60 | 4.00 | 4.88 | 4.45 | 5.14 | 4.03 | 4.24 | 5.50 | 6.00 | 4.54 | 4.42 | 3.62 | 4.00 | 4.92 | 5.27 | 5.20 | 4.47 | 0.00 | 0.00 |
Data as of 07/22/2021, Common starting date is 05/20/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWIN (NorthWest Indiana Bancorp) |
-15.72%
Jul 2008 – Jul 2011 |
-10.60%
Oct 2006 – Oct 2011 |
0.77%
Dec 2001 – Dec 2011 |
3.32%
May 2005 – May 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWIN (NorthWest Indiana Bancorp) |
28.60%
Jul 2011 – Jul 2014 |
26.68%
Dec 2011 – Dec 2016 |
16.27%
Jun 2011 – Jun 2021 |
8.76%
Dec 2001 – Dec 2016 |
Annualized Rolling Returns Comparison Chart