Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFOH (Perpetual Federal Savings Bank) | NA | 57.46% | 12.60% | 10.65% | 13.58% | 2.92% | NA | … | … |
Data as of 01/19/2022, Common starting date is 06/12/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFOH (Perpetual Federal Savings Bank) | 06/12/2002 | 01/19/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 57.46 | 12.60 | 10.65 | 13.58 | 2.92 | NA | … | … | 0.00 | 57.71 | -18.17 | 10.23 | 2.76 | 13.87 | 20.15 | -4.29 | 10.53 | 12.43 | 50.22 | -16.04 | 31.37 | -17.07 | -41.37 | -19.15 | 2.77 | -12.93 | 21.49 | 27.31 | -2.60 |
| Sharpe Ratio | NA | 2.05 | 0.43 | 0.41 | 0.58 | NA | NA | … | … | 0.00 | 2.15 | -0.51 | 0.61 | 0.07 | 1.01 | 1.32 | -0.21 | 0.46 | 0.46 | 2.73 | -0.73 | 1.26 | -0.37 | -0.58 | -1.32 | -0.03 | -0.92 | 0.75 | 0.87 | -0.17 |
| Standard Deviation(%) | NA | 28.07 | 27.78 | 24.32 | 22.79 | NA | NA | … | … | NA | 29.09 | 36.16 | 14.49 | 22.20 | 13.11 | 15.10 | 20.25 | 22.75 | 26.86 | 18.57 | 22.16 | 24.89 | 46.92 | 72.88 | 16.87 | 17.82 | 16.41 | 27.39 | 30.53 | 34.01 |
| Draw Down(%) | NA | 2.83 | 31.83 | 32.80 | 32.80 | NA | NA | … | … | 0.00 | 2.91 | 29.37 | 10.13 | 14.48 | 7.04 | 5.70 | 17.79 | 14.65 | 14.59 | 5.73 | 25.42 | 8.52 | 37.58 | 47.24 | 21.57 | 14.44 | 17.05 | 9.37 | 12.50 | 16.05 |
| Yield(%) | 0.00 | 2.94 | 3.81 | 4.56 | 8.03 | 3.22 | 4.58 | … | … | 0.00 | 2.94 | 4.17 | 4.36 | 4.28 | 4.52 | 3.98 | 3.52 | 3.63 | 3.85 | 5.51 | 4.36 | 5.57 | 5.37 | 3.86 | 3.70 | 3.80 | 3.12 | 7.04 | 4.69 | 2.91 |
Data as of 01/19/2022, Common starting date is 06/12/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFOH (Perpetual Federal Savings Bank) |
-27.51%
Nov 2006 – Nov 2009 |
-19.04%
Nov 2004 – Nov 2009 |
-4.72%
Jul 2004 – Jul 2014 |
-0.92%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFOH (Perpetual Federal Savings Bank) |
24.98%
Jan 2012 – Jan 2015 |
17.89%
Feb 2012 – Feb 2017 |
13.73%
Nov 2011 – Nov 2021 |
3.54%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart