Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBKM (Consumers Bancorp Inc) | 9.00% | 52.40% | 22.67% | 11.64% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBKM (Consumers Bancorp Inc) | 09/03/2020 | 06/09/2026 |
| 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 (%) | 1.08 | 52.40 | 22.67 | 11.64 | NA | NA | NA | … | … | 9.00 | 39.14 | 16.82 | -8.01 | -9.49 | 19.37 | 31.54 |
| Sharpe Ratio | NA | 2.65 | 0.94 | 0.35 | NA | NA | NA | … | … | 1.42 | 1.78 | 0.63 | -0.31 | -0.36 | 0.78 | 5.27 |
| Standard Deviation(%) | NA | 19.32 | 23.94 | 27.72 | NA | NA | NA | … | … | 15.74 | 20.49 | 21.09 | 37.57 | 30.20 | 24.76 | 25.05 |
| Draw Down(%) | NA | 9.07 | 18.04 | 34.73 | NA | NA | NA | … | … | 8.18 | 9.07 | 10.13 | 24.80 | 25.21 | 9.60 | 3.13 |
| Yield(%) | 0.00 | 4.42 | 4.54 | 3.75 | 2.75 | 1.83 | 1.38 | … | … | 1.61 | 4.10 | 4.19 | 3.42 | 3.00 | 3.24 | 0.98 |
Data as of 06/09/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBKM (Consumers Bancorp Inc) |
-5.52%
Sep 2021 – Sep 2024 |
9.58%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBKM (Consumers Bancorp Inc) |
22.30%
May 2023 – May 2026 |
11.22%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart