Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSBC (Old Second Bancorp, Inc.) | 10.61% | 32.80% | 20.78% | 10.51% | 12.53% | 23.27% | -0.77% | … | … |
Data as of 06/04/2026, Common starting date is 11/16/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSBC (Old Second Bancorp, Inc.) | 11/16/1993 | 06/04/2026 |
| 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 32.80 | 20.78 | 10.51 | 12.53 | 23.27 | -0.77 | … | … | 10.61 | 11.25 | 16.69 | -2.37 | 29.23 | 26.26 | -24.70 | 3.93 | -4.50 | 23.95 | 41.50 | 46.00 | 16.23 | 278.69 | -6.15 | -23.53 | -75.22 | -39.63 | -55.05 | -6.65 | -2.42 | -2.47 | 162.02 | 36.31 | -4.11 | 70.05 | -4.38 | -3.77 | -14.52 | 52.15 | 41.49 | 12.50 | 2.56 | 4.00 |
| Sharpe Ratio | NA | 0.99 | 0.66 | 0.27 | 0.31 | NA | NA | … | … | 0.86 | 0.31 | 0.46 | -0.17 | 0.92 | 0.88 | -0.36 | 0.11 | -0.26 | 0.77 | 1.30 | 1.85 | 0.68 | 3.92 | -0.10 | -0.30 | -0.80 | -0.40 | -0.73 | -0.33 | -0.32 | -0.20 | 2.20 | 1.50 | -0.13 | 2.57 | -0.36 | -0.45 | -0.68 | 1.96 | 1.31 | 0.19 | -0.01 | 1.13 |
| Standard Deviation(%) | NA | 26.63 | 28.37 | 29.63 | 34.74 | NA | NA | … | … | 27.80 | 27.44 | 28.68 | 34.78 | 30.32 | 29.73 | 68.33 | 22.96 | 23.01 | 30.38 | 31.80 | 24.82 | 23.98 | 71.05 | 64.50 | 79.75 | 94.05 | 99.77 | 76.51 | 30.12 | 18.41 | 23.67 | 73.10 | 23.74 | 39.22 | 26.86 | 23.80 | 16.02 | 26.55 | 24.65 | 28.55 | 44.01 | 58.92 | 31.09 |
| Draw Down(%) | NA | 12.91 | 25.52 | 36.27 | 60.07 | NA | NA | … | … | 9.88 | 25.52 | 16.19 | 36.27 | 16.06 | 21.07 | 53.85 | 22.19 | 19.62 | 14.08 | 20.28 | 11.28 | 11.74 | 36.64 | 42.11 | 53.80 | 89.82 | 67.36 | 60.86 | 16.04 | 11.90 | 19.22 | 14.39 | 7.79 | 24.81 | 15.84 | 18.38 | 15.00 | 34.53 | 6.61 | 4.26 | 15.00 | 20.93 | 4.88 |
| Yield(%) | 0.00 | 1.65 | 1.84 | 1.58 | 1.86 | 8.82 | 0.52 | … | … | 0.72 | 1.43 | 1.37 | 1.24 | 1.57 | 1.59 | 0.30 | 0.30 | 0.29 | 0.37 | 0.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.29 | 0.81 | 2.41 | 2.02 | 1.81 | 1.63 | 1.82 | 2.14 | 2.57 | 3.42 | 2.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/16/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSBC (Old Second Bancorp, Inc.) |
-68.97%
Aug 2007 – Aug 2010 |
-50.35%
Aug 2005 – Aug 2010 |
-18.41%
Jun 2001 – Jun 2011 |
-10.28%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSBC (Old Second Bancorp, Inc.) |
90.63%
Aug 2010 – Aug 2013 |
62.93%
Nov 2012 – Nov 2017 |
31.51%
Nov 2012 – Nov 2022 |
23.65%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart