Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BUSE (First Busey Corporation) | 23.46% | 31.63% | 16.36% | 6.23% | 6.66% | 0.71% | -5.36% | … | … |
Data as of 06/12/2026, Common starting date is 10/06/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BUSE (First Busey Corporation) | 10/06/1998 | 06/12/2026 |
| 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 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.39 | 31.63 | 16.36 | 6.23 | 6.66 | 0.71 | -5.36 | … | … | 23.46 | 5.54 | -1.21 | 5.06 | -5.49 | 30.66 | -17.89 | 15.79 | -15.89 | -0.36 | 54.05 | -63.64 | 16.34 | 27.92 | -2.29 | 9.76 | 25.29 | -77.60 | -3.83 | -10.69 | 13.74 | 3.08 | -20.53 | 20.32 | 10.39 | 10.52 | -9.71 | 23.97 | -3.95 |
| Sharpe Ratio | NA | 1.11 | 0.48 | 0.07 | 0.14 | NA | NA | … | … | 1.91 | 0.09 | -0.16 | 0.05 | -0.27 | 1.06 | -0.29 | 0.69 | -0.83 | -0.05 | 2.56 | -0.59 | 0.77 | 1.26 | -0.09 | 0.20 | 0.58 | -0.97 | -0.06 | -0.40 | 0.58 | 0.03 | -0.49 | 0.76 | 0.35 | 0.23 | -0.27 | 0.52 | -0.63 |
| Standard Deviation(%) | NA | 23.93 | 28.47 | 28.39 | 31.51 | NA | NA | … | … | 23.77 | 28.14 | 30.74 | 31.25 | 25.50 | 28.97 | 62.76 | 20.70 | 20.87 | 21.12 | 21.03 | 108.71 | 21.31 | 22.15 | 27.00 | 48.27 | 43.42 | 79.95 | 76.15 | 34.61 | 17.89 | 24.55 | 44.23 | 25.86 | 26.43 | 35.78 | 51.15 | 39.47 | 29.39 |
| Draw Down(%) | NA | 11.82 | 31.05 | 39.24 | 54.93 | NA | NA | … | … | 11.82 | 24.26 | 16.27 | 31.01 | 25.01 | 17.52 | 48.09 | 14.61 | 28.56 | 12.55 | 12.89 | 70.20 | 11.71 | 13.25 | 19.55 | 25.47 | 26.68 | 82.26 | 47.37 | 18.92 | 6.50 | 12.43 | 36.41 | 6.21 | 8.36 | 13.28 | 28.11 | 23.67 | 6.49 |
| Yield(%) | 0.00 | 4.48 | 4.76 | 3.69 | 4.06 | 5.28 | 1.60 | … | … | 2.18 | 4.33 | 3.86 | 3.90 | 3.33 | 4.32 | 3.21 | 3.37 | 2.68 | 2.34 | 3.33 | 3.18 | 3.57 | 2.48 | 4.69 | 3.35 | 4.21 | 2.22 | 4.17 | 3.30 | 3.12 | 2.71 | 2.83 | 2.92 | 2.81 | 2.82 | 2.12 | 0.00 | 0.00 |
Data as of 06/12/2026, Common starting date is 10/06/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BUSE (First Busey Corporation) |
-45.89%
Nov 2006 – Nov 2009 |
-27.95%
Nov 2004 – Nov 2009 |
-17.58%
Jan 2006 – Jan 2016 |
-11.73%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BUSE (First Busey Corporation) |
19.32%
Sep 2015 – Sep 2018 |
19.00%
Nov 2009 – Nov 2014 |
6.79%
Jan 2016 – Jan 2026 |
2.90%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart