Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMBI (Richmond Mutual Bancorporation, Inc.) | 5.69% | 17.01% | 13.69% | 4.18% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMBI (Richmond Mutual Bancorporation, Inc.) | 07/03/2019 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 17.01 | 13.69 | 4.18 | NA | NA | NA | … | … | 5.69 | 3.74 | 28.57 | -7.18 | -16.70 | 24.02 | -13.33 | 17.44 |
| Sharpe Ratio | NA | 0.33 | 0.37 | 0.04 | NA | NA | NA | … | … | 0.39 | 0.03 | 0.78 | -0.35 | -0.84 | 1.09 | -0.31 | 2.51 |
| Standard Deviation(%) | NA | 27.17 | 28.98 | 27.30 | NA | NA | NA | … | … | 23.16 | 30.39 | 31.79 | 30.99 | 21.57 | 21.91 | 43.32 | 14.75 |
| Draw Down(%) | NA | 13.69 | 21.88 | 49.72 | NA | NA | NA | … | … | 11.38 | 19.08 | 17.81 | 35.38 | 30.43 | 9.25 | 42.79 | 6.15 |
| Yield(%) | 1.02 | 5.73 | 5.12 | 3.56 | 2.47 | 1.64 | 1.23 | … | … | 2.14 | 4.32 | 4.79 | 4.31 | 2.48 | 5.76 | 0.94 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMBI (Richmond Mutual Bancorporation, Inc.) |
-5.78%
Feb 2022 – Feb 2025 |
1.33%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMBI (Richmond Mutual Bancorporation, Inc.) |
22.03%
Apr 2023 – Apr 2026 |
10.67%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart