Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPSF (Peoples-Sidney Financial Corporation) | NA | 94.62% | 17.86% | 13.29% | 9.86% | 7.26% | 7.01% | … | … |
Data as of 10/06/2022, Common starting date is 04/28/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPSF (Peoples-Sidney Financial Corporation) | 04/28/1997 | 10/06/2022 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.56 | 94.62 | 17.86 | 13.29 | 9.86 | 7.26 | 7.01 | … | … | 87.00 | 8.45 | -25.97 | 10.33 | 10.54 | 13.89 | 12.50 | -4.76 | -5.62 | 4.71 | -5.56 | 38.46 | -29.73 | -11.90 | -2.78 | -23.84 | -2.61 | 1.39 | -9.57 | 27.04 | 20.19 | 32.06 | -10.00 | -48.15 | -5.59 | 42.29 |
| Sharpe Ratio | NA | 0.99 | 0.31 | 0.27 | 0.22 | NA | NA | … | … | 1.33 | 0.38 | -0.79 | -0.39 | -0.67 | -0.19 | -0.67 | -0.73 | -0.94 | -0.27 | -0.65 | 0.30 | -0.68 | -0.25 | -0.24 | -1.26 | -2.85 | -0.61 | -0.75 | 0.26 | 0.02 | 0.37 | -2.10 | -0.47 | 0.70 | 0.20 |
| Standard Deviation(%) | NA | 94.51 | 56.77 | 46.94 | 42.21 | NA | NA | … | … | 89.03 | 28.16 | 33.13 | 33.05 | 16.45 | 28.38 | 32.23 | 31.97 | 25.57 | 51.98 | 37.52 | 66.55 | 71.16 | 122.01 | 91.87 | 36.49 | 8.79 | 32.15 | 39.01 | 29.53 | 20.09 | 29.73 | 37.47 | 49.37 | 39.59 | 33.35 |
| Draw Down(%) | NA | 19.38 | 37.56 | 45.50 | 45.50 | NA | NA | … | … | 19.38 | 10.16 | 37.56 | 16.67 | 9.01 | 15.13 | 11.74 | 12.38 | 17.64 | 32.80 | 25.35 | 27.78 | 38.66 | 48.65 | 44.13 | 30.34 | 7.08 | 18.67 | 23.84 | 12.54 | 5.41 | 9.72 | 36.05 | 52.96 | 38.46 | 6.76 |
| Yield(%) | 0.00 | 2.77 | 2.14 | 2.46 | 3.01 | 3.02 | 3.86 | … | … | 2.14 | 2.67 | 2.08 | 2.91 | 3.12 | 3.46 | 4.00 | 3.81 | 3.60 | 4.00 | 5.33 | 6.87 | 4.76 | 4.00 | 5.93 | 5.17 | 5.08 | 4.81 | 4.32 | 4.80 | 4.08 | 4.06 | 3.27 | 0.00 | 0.00 | 0.00 |
Data as of 10/06/2022, Common starting date is 04/28/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPSF (Peoples-Sidney Financial Corporation) |
-23.19%
Nov 1997 – Nov 2000 |
-13.94%
Jul 2004 – Jul 2009 |
-3.42%
Jul 2004 – Jul 2014 |
-0.74%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPSF (Peoples-Sidney Financial Corporation) |
32.55%
Feb 2001 – Feb 2004 |
23.84%
Jun 2017 – Jun 2022 |
12.51%
Sep 2009 – Sep 2019 |
8.29%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison Chart