Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EGBN (Eagle Bancorp, Inc.) | 32.08% | 53.51% | 11.93% | -9.77% | -3.13% | 7.58% | 4.80% | … | … |
Data as of 06/11/2026, Common starting date is 07/14/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EGBN (Eagle Bancorp, Inc.) | 07/14/1999 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.13 | 53.51 | 11.93 | -9.77 | -3.13 | 7.58 | 4.80 | … | … | 32.08 | -16.45 | -7.92 | -26.98 | -21.91 | 44.52 | -12.77 | 0.76 | -15.87 | -5.00 | 20.76 | 42.09 | 15.96 | 53.38 | 37.35 | 0.76 | 37.82 | 82.09 | -51.96 | -29.32 | 28.63 | 14.28 | 16.02 | 29.36 | 34.58 | 21.19 | -20.24 | -2.33 |
| Sharpe Ratio | NA | 1.30 | 0.23 | -0.30 | -0.12 | NA | NA | … | … | 1.92 | -0.40 | -0.26 | -0.58 | -0.88 | 1.48 | -0.21 | -0.02 | -0.65 | -0.15 | 0.74 | 1.80 | 0.68 | 1.99 | 1.39 | 0.02 | 1.12 | 1.20 | -0.67 | -1.29 | 0.77 | 0.32 | 0.65 | 1.01 | 0.87 | 0.29 | -0.45 | -0.23 |
| Standard Deviation(%) | NA | 47.44 | 46.30 | 42.53 | 41.76 | NA | NA | … | … | 38.44 | 49.03 | 45.17 | 53.49 | 26.59 | 30.16 | 62.20 | 39.09 | 26.70 | 37.89 | 27.73 | 23.37 | 23.59 | 26.74 | 27.08 | 42.13 | 33.75 | 68.48 | 79.26 | 25.21 | 32.88 | 37.60 | 23.10 | 28.23 | 38.41 | 64.83 | 54.93 | 36.19 |
| Draw Down(%) | NA | 26.57 | 45.99 | 71.98 | 72.72 | NA | NA | … | … | 13.81 | 39.88 | 43.76 | 65.07 | 31.36 | 11.08 | 47.92 | 36.59 | 29.58 | 27.45 | 12.72 | 12.98 | 14.83 | 12.86 | 13.15 | 24.87 | 26.32 | 25.00 | 59.21 | 32.86 | 12.42 | 26.69 | 14.95 | 19.51 | 30.63 | 36.51 | 38.10 | 13.04 |
| Yield(%) | 0.00 | 1.05 | 4.26 | 2.17 | 1.62 | 4.90 | 2.69 | … | … | 0.10 | 2.00 | 5.08 | 4.06 | 2.86 | 2.99 | 1.81 | 0.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.99 | 1.39 | 1.28 | 1.68 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 07/14/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGBN (Eagle Bancorp, Inc.) |
-28.45%
May 2021 – May 2024 |
-18.05%
May 2018 – May 2023 |
-7.79%
Nov 2015 – Nov 2025 |
3.64%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGBN (Eagle Bancorp, Inc.) |
42.15%
Feb 2009 – Feb 2012 |
44.70%
Feb 2009 – Feb 2014 |
27.05%
Feb 2009 – Feb 2019 |
17.99%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison Chart