Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RBCAA (Republic Bancorp, Inc.) | 7.74% | 23.38% | 18.75% | 22.28% | 14.08% | 10.59% | 9.50% | 9.42% |
Data as of 07/16/2025, AR inception is 07/22/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBCAA (Republic Bancorp, Inc.) | 07/22/1998 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.68 | 23.38 | 18.75 | 22.28 | 14.08 | 10.59 | 9.50 | 9.42 | 7.74 | 30.27 | 39.32 | -16.94 | 44.55 | -20.18 | 23.71 | 4.17 | -1.53 | 53.98 | 10.24 | 3.90 | 19.55 | -5.03 | -0.53 | 18.42 | -22.38 | 67.92 | -32.52 | 19.04 | -6.60 | 33.34 | 78.47 | -14.96 | 121.59 | -26.10 | -33.50 | -14.17 |
| Sharpe Ratio | NA | 0.95 | 0.48 | 0.71 | 0.40 | NA | NA | 0.19 | 0.45 | 0.73 | 1.38 | -0.75 | 1.74 | -0.31 | 0.80 | 0.11 | -0.09 | 2.26 | 0.45 | 0.17 | 0.66 | -0.17 | -0.01 | 0.39 | -0.38 | 0.94 | -0.77 | 0.59 | -0.29 | 1.13 | 2.56 | -0.31 | 2.18 | -0.49 | -1.07 | -0.82 |
| Standard Deviation(%) | NA | 33.47 | 30.06 | 29.88 | 32.65 | NA | NA | 40.00 | 26.57 | 36.32 | 26.09 | 24.49 | 25.57 | 64.93 | 27.83 | 25.55 | 24.57 | 23.80 | 22.84 | 22.78 | 29.56 | 30.09 | 45.72 | 46.96 | 59.80 | 71.15 | 46.33 | 26.79 | 30.17 | 28.69 | 30.38 | 51.59 | 55.84 | 61.72 | 34.60 | 39.23 |
| Draw Down(%) | NA | 21.56 | 22.22 | 31.07 | 44.66 | NA | NA | 65.00 | 12.80 | 16.67 | 17.24 | 25.17 | 11.62 | 39.82 | 20.20 | 27.48 | 18.68 | 11.49 | 9.02 | 10.06 | 19.08 | 26.29 | 31.88 | 27.34 | 45.74 | 45.26 | 42.44 | 14.70 | 21.67 | 14.01 | 10.52 | 24.08 | 23.89 | 43.38 | 36.06 | 27.76 |
| Yield(%) | 0.00 | 2.78 | 3.23 | 4.57 | 4.51 | 4.03 | 4.65 | 5.83 | 1.31 | 2.96 | 3.65 | 2.67 | 3.45 | 2.45 | 2.67 | 2.52 | 2.18 | 3.22 | 3.20 | 3.02 | 3.10 | 2.73 | 2.54 | 2.76 | 1.92 | 3.03 | 1.77 | 1.86 | 1.37 | 1.58 | 4.23 | 1.60 | 2.71 | 1.76 | 0.00 | 0.00 |
Data as of 07/16/2025, AR inception is 07/22/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBCAA (Republic Bancorp, Inc.) |
-14.19%
Jul 2008 - Jul 2011 |
-5.75%
Jan 2005 - Jan 2010 |
1.41%
Nov 2004 - Nov 2014 |
4.71%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBCAA (Republic Bancorp, Inc.) |
49.94%
Nov 2000 - Nov 2003 |
33.55%
May 2000 - May 2005 |
17.91%
Dec 2000 - Dec 2010 |
13.58%
Nov 2000 - Nov 2015 |
Annualized Rolling Returns Comparison Chart