Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFC (Premier Financial Corp) | NA | 55.76% | 2.50% | 8.41% | 9.51% | 15.54% | 6.68% | … | … |
Data as of 02/28/2025, Common starting date is 07/21/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFC (Premier Financial Corp) | 07/21/1993 | 02/28/2025 |
| 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 | 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 (%) | -0.85 | 55.76 | 2.50 | 8.41 | 9.51 | 15.54 | 6.68 | … | … | 10.89 | 12.21 | -4.71 | -9.02 | 39.12 | -23.56 | 32.03 | -3.59 | 4.47 | 37.27 | 13.29 | 34.08 | 37.61 | 33.10 | 23.04 | 5.40 | 53.53 | -62.41 | -24.52 | 15.76 | -3.05 | 14.89 | 41.03 | 28.27 | 44.73 | 8.67 | -26.32 | -10.94 | 29.29 | 22.22 | -25.00 | -2.70 | 0.91 |
| Sharpe Ratio | NA | 1.47 | -0.05 | 0.13 | 0.22 | NA | NA | … | … | 3.07 | 0.16 | -0.21 | -0.38 | 1.23 | -0.32 | 1.43 | -0.21 | 0.17 | 1.62 | 0.53 | 1.65 | 1.20 | 1.10 | 0.65 | 0.12 | 0.74 | -0.97 | -0.92 | 0.56 | -0.17 | 0.62 | 1.53 | 0.88 | 1.19 | 0.09 | -0.86 | -0.41 | 0.83 | 0.75 | -0.36 | -0.21 | 0.00 |
| Standard Deviation(%) | NA | 33.51 | 35.52 | 45.65 | 36.24 | NA | NA | … | … | 28.90 | 35.36 | 42.66 | 27.66 | 31.85 | 74.96 | 21.39 | 22.92 | 22.66 | 22.91 | 25.01 | 20.66 | 31.41 | 30.38 | 35.25 | 42.94 | 72.46 | 65.02 | 30.03 | 22.25 | 31.40 | 22.34 | 26.32 | 30.80 | 36.19 | 49.06 | 34.52 | 34.93 | 31.02 | 24.84 | 80.90 | 26.86 | 31.06 |
| Draw Down(%) | NA | 17.47 | 55.36 | 55.91 | 64.82 | NA | NA | … | … | 6.88 | 20.96 | 49.44 | 23.30 | 22.95 | 63.73 | 16.36 | 30.87 | 15.34 | 16.18 | 10.57 | 6.77 | 16.60 | 13.87 | 16.00 | 39.28 | 53.38 | 70.29 | 29.10 | 15.13 | 16.95 | 23.48 | 13.67 | 23.41 | 26.22 | 31.09 | 31.90 | 31.25 | 12.00 | 10.23 | 54.55 | 15.63 | 15.32 |
| Yield(%) | 0.00 | 6.54 | 4.01 | 4.77 | 5.31 | 12.73 | 3.92 | … | … | 1.23 | 5.13 | 4.59 | 3.85 | 4.61 | 2.77 | 3.16 | 2.46 | 1.97 | 2.38 | 2.30 | 2.43 | 2.04 | 1.33 | 0.42 | 0.00 | 6.00 | 4.90 | 3.31 | 3.47 | 3.02 | 2.98 | 3.09 | 3.44 | 4.47 | 4.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/28/2025, Common starting date is 07/21/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFC (Premier Financial Corp) |
-39.80%
Feb 2006 – Feb 2009 |
-25.43%
Feb 2004 – Feb 2009 |
-5.53%
Feb 1999 – Feb 2009 |
1.07%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFC (Premier Financial Corp) |
46.33%
Feb 2009 – Feb 2012 |
41.73%
Feb 2009 – Feb 2014 |
30.42%
Feb 2009 – Feb 2019 |
17.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart