Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBFG (SB Financial Group, Inc.) | 0.71% | 25.84% | 25.13% | 6.56% | 10.74% | 16.68% | 5.63% | … | … |
Data as of 06/04/2026, Common starting date is 11/07/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBFG (SB Financial Group, Inc.) | 11/07/2001 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 25.84 | 25.13 | 6.56 | 10.74 | 16.68 | 5.63 | … | … | 0.71 | 9.53 | 41.15 | -5.95 | -7.04 | 10.21 | -4.74 | 22.19 | -9.51 | 17.05 | 47.20 | 20.76 | 21.56 | 22.78 | 147.53 | -33.75 | -41.96 | -6.82 | -37.56 | 18.45 | -7.34 | -14.58 | 0.36 | 49.25 | -30.82 | -7.57 |
| Sharpe Ratio | NA | 0.32 | 0.51 | 0.11 | 0.25 | NA | NA | … | … | -0.20 | 0.20 | 1.03 | -0.28 | -0.35 | 0.38 | -0.08 | 1.18 | -0.52 | 0.64 | 1.62 | 0.74 | 0.96 | 0.63 | 2.78 | -0.50 | -0.58 | -0.14 | -0.67 | 0.48 | -0.37 | -0.71 | -0.02 | 1.53 | -0.68 | -1.61 |
| Standard Deviation(%) | NA | 33.27 | 34.51 | 31.12 | 33.12 | NA | NA | … | … | 32.00 | 32.63 | 36.58 | 34.41 | 24.09 | 26.99 | 61.28 | 17.56 | 21.22 | 25.82 | 29.00 | 28.19 | 22.45 | 36.14 | 53.70 | 68.03 | 72.87 | 50.64 | 56.92 | 32.16 | 29.52 | 23.88 | 35.03 | 31.71 | 46.67 | 27.15 |
| Draw Down(%) | NA | 17.56 | 27.81 | 40.65 | 49.65 | NA | NA | … | … | 12.77 | 27.81 | 16.99 | 30.70 | 19.62 | 12.12 | 49.65 | 14.62 | 21.28 | 14.24 | 10.86 | 15.30 | 11.14 | 19.42 | 17.39 | 43.93 | 66.21 | 23.80 | 37.56 | 21.50 | 17.69 | 19.31 | 26.77 | 10.97 | 36.40 | 11.22 |
| Yield(%) | 0.00 | 3.43 | 4.66 | 2.74 | 4.07 | 10.54 | 2.50 | … | … | 1.47 | 2.89 | 3.58 | 3.11 | 2.44 | 2.49 | 2.10 | 2.15 | 1.75 | 1.76 | 2.16 | 2.14 | 2.02 | 1.76 | 0.00 | 0.00 | 0.00 | 3.27 | 2.08 | 2.30 | 1.38 | 0.73 | 0.00 | 0.00 | 1.86 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/07/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBFG (SB Financial Group, Inc.) |
-37.19%
Oct 2007 – Oct 2010 |
-24.39%
Sep 2006 – Sep 2011 |
-14.15%
Dec 2001 – Dec 2011 |
-0.04%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBFG (SB Financial Group, Inc.) |
54.59%
Dec 2011 – Dec 2014 |
45.70%
Dec 2011 – Dec 2016 |
24.47%
Dec 2011 – Dec 2021 |
16.55%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart