Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSBK (Timberland Bancorp, Inc.) | 7.13% | 11.95% | 11.74% | 17.22% | 15.32% | 19.88% | 7.98% | 8.34% |
Data as of 07/29/2025, AR inception is 01/13/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSBK (Timberland Bancorp, Inc.) | 01/13/1998 | 07/29/2025 |
| 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 (%) | -0.46 | 11.95 | 11.74 | 17.22 | 15.32 | 19.88 | 7.98 | 8.34 | 7.13 | 0.38 | -4.79 | 27.55 | 18.41 | -15.09 | 37.26 | -14.03 | 31.24 | 70.37 | 20.29 | 12.05 | 40.59 | 75.70 | 9.42 | -18.48 | -36.61 | -35.69 | -32.82 | 61.65 | 5.41 | 3.25 | 27.36 | 21.07 | 20.44 | 21.88 | -8.16 | -15.52 |
| Sharpe Ratio | NA | 0.12 | 0.34 | 0.58 | 0.40 | NA | NA | 0.17 | 0.47 | -0.17 | -0.40 | 1.73 | 0.81 | -0.20 | 1.07 | -0.58 | 1.11 | 3.50 | 0.61 | 0.59 | 1.48 | 2.03 | 0.20 | -0.29 | -0.37 | -0.52 | -1.40 | 2.93 | 0.23 | 0.14 | 1.38 | 1.04 | 0.79 | 0.84 | -0.44 | -0.49 |
| Standard Deviation(%) | NA | 34.70 | 28.72 | 28.57 | 35.73 | NA | NA | 39.35 | 31.84 | 36.07 | 22.51 | 15.16 | 22.75 | 77.13 | 33.45 | 26.62 | 27.58 | 20.06 | 32.98 | 20.53 | 27.44 | 37.73 | 46.99 | 64.85 | 100.01 | 70.82 | 25.74 | 20.03 | 14.13 | 17.01 | 19.33 | 19.25 | 23.40 | 21.27 | 25.79 | 39.16 |
| Draw Down(%) | NA | 16.30 | 36.06 | 36.06 | 62.09 | NA | NA | 86.24 | 11.58 | 21.84 | 36.06 | 16.74 | 11.36 | 53.74 | 25.14 | 42.08 | 17.98 | 8.46 | 14.16 | 11.06 | 10.39 | 9.61 | 40.75 | 43.56 | 68.04 | 58.41 | 34.91 | 10.43 | 8.79 | 10.84 | 10.83 | 12.02 | 14.91 | 18.05 | 17.70 | 41.89 |
| Yield(%) | 0.00 | 3.37 | 3.84 | 5.57 | 7.42 | 18.24 | 4.23 | 5.71 | 1.72 | 3.09 | 2.70 | 3.48 | 4.28 | 2.61 | 3.41 | 2.72 | 2.56 | 2.76 | 2.95 | 1.87 | 1.73 | 0.00 | 0.00 | 0.24 | 4.00 | 3.69 | 2.03 | 2.92 | 2.79 | 2.54 | 2.84 | 2.96 | 3.14 | 3.29 | 0.00 | 0.00 |
Data as of 07/29/2025, AR inception is 01/13/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSBK (Timberland Bancorp, Inc.) |
-37.96%
Jun 2007 - Jun 2010 |
-24.56%
Dec 2006 - Dec 2011 |
-4.03%
Dec 2001 - Dec 2011 |
1.58%
Apr 1998 - Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSBK (Timberland Bancorp, Inc.) |
58.78%
Jun 2015 - Jun 2018 |
41.94%
Sep 2012 - Sep 2017 |
24.49%
Sep 2011 - Sep 2021 |
18.89%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart