Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEBO (Peoples Bancorp Inc.) | 19.97% | 27.92% | 15.01% | 7.03% | 9.78% | 12.32% | 5.13% | … | … |
Data as of 06/05/2026, Common starting date is 02/10/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEBO (Peoples Bancorp Inc.) | 02/10/1993 | 06/05/2026 |
| 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 (%) | 1.04 | 27.92 | 15.01 | 7.03 | 9.78 | 12.32 | 5.13 | … | … | 19.97 | 0.13 | -1.01 | 26.45 | -6.61 | 22.84 | -17.32 | 20.00 | -4.75 | 3.13 | 77.56 | -25.33 | 18.08 | 12.97 | 41.21 | -3.05 | 66.09 | -46.38 | -19.75 | -13.26 | 7.15 | 6.95 | -4.53 | 30.51 | 42.92 | 28.36 | -13.93 | 6.73 | -12.43 | 57.55 | 12.17 | 19.11 | 14.97 | 20.86 |
| Sharpe Ratio | NA | 0.93 | 0.43 | 0.16 | 0.27 | NA | NA | … | … | 2.30 | -0.11 | -0.15 | 0.82 | -0.34 | 0.85 | -0.29 | 0.97 | -0.29 | 0.11 | 3.29 | -0.99 | 0.71 | 0.46 | 1.50 | -0.05 | 1.16 | -0.54 | -0.25 | -0.40 | 0.13 | 0.16 | -0.21 | 1.07 | 1.05 | 0.73 | -0.49 | 0.10 | -0.35 | 1.40 | 0.34 | 0.35 | 0.21 | 0.33 |
| Standard Deviation(%) | NA | 23.11 | 26.61 | 26.29 | 30.01 | NA | NA | … | … | 21.64 | 25.02 | 30.55 | 28.04 | 23.95 | 26.99 | 60.11 | 19.00 | 20.94 | 23.23 | 23.54 | 25.52 | 25.30 | 27.89 | 27.65 | 58.63 | 56.74 | 85.87 | 82.80 | 41.56 | 28.36 | 29.46 | 26.18 | 27.83 | 39.90 | 36.05 | 36.72 | 32.33 | 45.77 | 38.29 | 25.11 | 42.91 | 56.90 | 65.24 |
| Draw Down(%) | NA | 12.53 | 24.53 | 25.41 | 48.96 | NA | NA | … | … | 8.89 | 20.52 | 19.26 | 24.50 | 21.24 | 22.40 | 46.36 | 12.35 | 26.07 | 12.19 | 12.42 | 27.03 | 16.07 | 14.28 | 23.67 | 38.62 | 39.16 | 61.58 | 49.24 | 27.25 | 11.98 | 13.87 | 26.31 | 20.99 | 22.99 | 30.13 | 27.10 | 29.87 | 36.69 | 10.70 | 11.46 | 12.00 | 13.64 | 26.32 |
| Yield(%) | 0.00 | 5.69 | 5.93 | 4.80 | 6.21 | 10.70 | 3.79 | … | … | 2.75 | 5.22 | 4.76 | 5.50 | 4.68 | 5.25 | 3.95 | 4.34 | 3.40 | 2.62 | 3.49 | 2.36 | 2.68 | 2.57 | 3.01 | 1.89 | 4.07 | 3.55 | 3.78 | 2.96 | 2.89 | 2.91 | 2.42 | 2.63 | 3.52 | 3.76 | 2.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/10/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEBO (Peoples Bancorp Inc.) |
-29.65%
Feb 2006 – Feb 2009 |
-18.94%
Nov 2004 – Nov 2009 |
-2.93%
Oct 1999 – Oct 2009 |
0.82%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEBO (Peoples Bancorp Inc.) |
39.23%
Apr 1995 – Apr 1998 |
25.61%
Feb 2009 – Feb 2014 |
17.26%
Feb 2009 – Feb 2019 |
13.56%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart