Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASB-PF (Associated Banc-Corp) | -1.25% | 8.67% | 15.33% | -0.94% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/10/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASB-PF (Associated Banc-Corp) | 06/10/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.05 | 8.67 | 15.33 | -0.94 | NA | NA | NA | … | … | -1.25 | 5.71 | 11.72 | 5.48 | -20.72 | 1.15 | 17.95 |
| Sharpe Ratio | NA | 0.52 | 0.76 | -0.19 | NA | NA | NA | … | … | -0.60 | 0.20 | 0.51 | 0.06 | -1.15 | 0.10 | 3.09 |
| Standard Deviation(%) | NA | 11.60 | 15.94 | 18.99 | NA | NA | NA | … | … | 9.06 | 14.09 | 16.02 | 29.74 | 19.30 | 11.18 | 10.98 |
| Draw Down(%) | NA | 9.11 | 15.22 | 43.16 | NA | NA | NA | … | … | 4.38 | 11.54 | 9.23 | 39.95 | 20.72 | 9.54 | 2.64 |
| Yield(%) | 1.74 | 7.27 | 8.88 | 4.88 | 3.39 | 2.26 | 1.70 | … | … | 3.41 | 6.70 | 7.10 | 6.69 | 5.20 | 4.91 | 2.83 |
Data as of 06/05/2026, Common starting date is 06/10/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASB-PF (Associated Banc-Corp) |
-9.92%
Sep 2020 – Sep 2023 |
-0.50%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASB-PF (Associated Banc-Corp) |
17.52%
May 2023 – May 2026 |
2.15%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart