Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USMT (US Metro Bancorp Inc) | NA | 12.42% | -7.23% | 0.23% | 7.74% | 2.82% | NA | … | … |
Data as of 03/07/2025, Common starting date is 03/20/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USMT (US Metro Bancorp Inc) | 03/20/2007 | 03/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.97 | 12.42 | -7.23 | 0.23 | 7.74 | 2.82 | NA | … | … | 4.97 | 4.87 | -17.07 | -6.80 | 54.28 | -27.75 | 13.31 | -19.77 | 95.56 | -10.00 | 47.06 | 36.00 | -59.68 | 19.23 | -10.34 | -58.57 | -6.67 | 7.14 | -31.71 |
| Sharpe Ratio | NA | 0.34 | -0.44 | -0.06 | 0.22 | NA | NA | … | … | 0.79 | 0.05 | -0.88 | -0.35 | 2.34 | -0.68 | 0.93 | -1.15 | 3.00 | -0.23 | 1.52 | 0.74 | -1.16 | 0.30 | -0.13 | -0.37 | -0.07 | 0.15 | -1.48 |
| Standard Deviation(%) | NA | 26.05 | 23.57 | 28.56 | 29.30 | NA | NA | … | … | 34.35 | 23.28 | 23.82 | 23.54 | 23.18 | 40.76 | 12.73 | 18.41 | 31.75 | 44.91 | 31.01 | 48.57 | 51.37 | 65.50 | 82.22 | 158.79 | 102.65 | 42.02 | 27.95 |
| Draw Down(%) | NA | 15.00 | 36.94 | 46.67 | 54.55 | NA | NA | … | … | 4.52 | 15.00 | 28.69 | 18.70 | 8.22 | 50.00 | 6.52 | 25.68 | 8.89 | 29.60 | 11.11 | 28.18 | 65.81 | 31.11 | 52.76 | 84.29 | 59.33 | 28.21 | 37.78 |
| Yield(%) | 0.00 | 1.85 | 1.06 | 1.07 | 1.11 | 0.53 | 0.10 | … | … | 0.00 | 2.65 | 1.49 | 0.00 | 1.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/07/2025, Common starting date is 03/20/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USMT (US Metro Bancorp Inc) |
-46.52%
Jul 2007 – Jul 2010 |
-32.93%
Aug 2008 – Aug 2013 |
-11.88%
Apr 2007 – Apr 2017 |
-6.27%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USMT (US Metro Bancorp Inc) |
37.30%
Dec 2014 – Dec 2017 |
29.63%
Aug 2013 – Aug 2018 |
12.63%
Aug 2013 – Aug 2023 |
1.46%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison Chart