Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPBN (Pinnacle Bankshares Corporation) | 20.07% | 66.76% | 44.79% | 19.89% | 13.64% | 16.89% | 6.98% | … | … |
Data as of 06/11/2026, Common starting date is 11/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPBN (Pinnacle Bankshares Corporation) | 11/04/1999 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.73 | 66.76 | 44.79 | 19.89 | 13.64 | 16.89 | 6.98 | … | … | 20.07 | 50.25 | 34.52 | 30.22 | -20.05 | 9.84 | -25.76 | 17.79 | -5.55 | 3.58 | 49.38 | 12.80 | 20.04 | 84.99 | 2.44 | -7.27 | 23.86 | -44.41 | -32.49 | -7.77 | 8.17 | 7.63 | 12.28 | 23.04 | 16.44 | -27.73 | 11.16 | 0.36 |
| Sharpe Ratio | NA | 4.55 | 2.12 | 0.78 | 0.47 | NA | NA | … | … | 4.28 | 2.75 | 1.37 | 0.97 | -0.88 | 0.49 | -0.68 | 0.79 | -0.30 | 0.14 | 2.28 | 1.71 | 1.69 | 3.03 | 0.08 | -0.31 | 0.42 | -0.42 | -0.89 | -0.30 | 0.21 | 0.23 | 0.46 | 1.50 | 0.90 | -0.59 | 0.11 | -0.61 |
| Standard Deviation(%) | NA | 13.55 | 19.10 | 21.67 | 24.20 | NA | NA | … | … | 10.72 | 17.29 | 22.57 | 27.65 | 24.60 | 20.21 | 38.28 | 20.70 | 23.05 | 21.40 | 21.57 | 7.48 | 11.88 | 28.08 | 30.36 | 23.78 | 56.21 | 105.34 | 37.39 | 36.78 | 22.33 | 23.55 | 24.50 | 14.90 | 17.04 | 51.43 | 64.54 | 2.36 |
| Draw Down(%) | NA | 5.81 | 9.50 | 24.05 | 47.86 | NA | NA | … | … | 3.76 | 6.23 | 9.50 | 14.06 | 23.44 | 13.23 | 47.41 | 13.90 | 22.86 | 8.20 | 9.16 | 2.22 | 4.90 | 12.64 | 26.57 | 29.79 | 22.63 | 54.59 | 52.96 | 27.53 | 13.78 | 16.40 | 12.15 | 4.93 | 4.87 | 35.51 | 39.97 | 0.54 |
| Yield(%) | 0.00 | 3.40 | 5.26 | 3.44 | 3.54 | 7.40 | 2.28 | … | … | 1.32 | 3.40 | 4.00 | 4.43 | 2.47 | 2.46 | 1.70 | 2.04 | 1.51 | 1.42 | 1.95 | 1.92 | 2.12 | 2.71 | 0.61 | 0.00 | 0.70 | 0.77 | 3.01 | 2.71 | 2.62 | 2.45 | 2.47 | 2.86 | 1.51 | 1.67 | 2.22 | 0.00 |
Data as of 06/11/2026, Common starting date is 11/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPBN (Pinnacle Bankshares Corporation) |
-31.89%
Jul 2006 – Jul 2009 |
-20.77%
Nov 2006 – Nov 2011 |
-6.32%
Dec 1999 – Dec 2009 |
0.53%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPBN (Pinnacle Bankshares Corporation) |
43.45%
May 2023 – May 2026 |
31.12%
Dec 2012 – Dec 2017 |
19.21%
Jul 2009 – Jul 2019 |
16.41%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart