Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PONT (Pontiac Bancorp Inc) | NA | 12.62% | 7.65% | 7.14% | 6.70% | NA | NA | … | … |
Data as of 09/29/2025, Common starting date is 03/12/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PONT (Pontiac Bancorp Inc) | 03/12/2013 | 09/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.62 | 7.65 | 7.14 | 6.70 | NA | NA | … | … | 5.73 | 17.00 | 5.13 | -3.08 | 6.15 | 10.19 | 5.66 | 2.55 | 6.54 | 8.39 | 9.31 | 21.17 | 5.16 |
| Sharpe Ratio | NA | 1.33 | 0.33 | 0.10 | 0.15 | NA | NA | … | … | 0.99 | 0.73 | 0.08 | -0.04 | 0.98 | 1.29 | 1.02 | 0.13 | 0.57 | 0.61 | 2.00 | 1.13 | 0.71 |
| Standard Deviation(%) | NA | 7.21 | 12.93 | 48.66 | 34.37 | NA | NA | … | … | 4.91 | 14.34 | 11.61 | 103.11 | 6.26 | 7.69 | 4.16 | 9.22 | 10.37 | 13.39 | 4.63 | 18.65 | 9.00 |
| Draw Down(%) | NA | 0.00 | 10.24 | 55.85 | 55.85 | NA | NA | … | … | 0.00 | 5.41 | 9.80 | 55.85 | 2.17 | 3.41 | 1.19 | 7.81 | 6.00 | 6.25 | 1.76 | 0.77 | 3.85 |
| Yield(%) | 0.00 | 2.10 | 2.46 | 2.20 | 2.16 | 2.12 | 1.59 | … | … | 1.50 | 2.22 | 2.83 | 1.69 | 1.17 | 1.92 | 1.62 | 1.32 | 1.19 | 1.21 | 1.23 | 1.38 | 0.92 |
Data as of 09/29/2025, Common starting date is 03/12/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PONT (Pontiac Bancorp Inc) |
2.34%
Feb 2020 – Feb 2023 |
2.32%
May 2018 – May 2023 |
6.01%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PONT (Pontiac Bancorp Inc) |
15.26%
Aug 2013 – Aug 2016 |
11.26%
Jun 2013 – Jun 2018 |
8.02%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart