Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ERKH (Eureka Homestead Bancorp Inc) | -4.28% | -4.28% | 9.00% | -0.17% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ERKH (Eureka Homestead Bancorp Inc) | 07/11/2019 | 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 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.28 | 9.00 | -0.17 | NA | NA | NA | … | … | -4.28 | -23.03 | 6.37 | 17.06 | 3.80 | 1.25 | 5.35 | -0.41 |
| Sharpe Ratio | NA | -0.47 | 0.18 | -0.09 | NA | NA | NA | … | … | -1.58 | -0.80 | -0.01 | 0.32 | 0.14 | 0.11 | 0.13 | -0.32 |
| Standard Deviation(%) | NA | 14.73 | 32.33 | 28.86 | NA | NA | NA | … | … | 7.72 | 32.93 | 30.39 | 40.84 | 16.94 | 17.67 | 38.53 | 6.33 |
| Draw Down(%) | NA | 16.07 | 31.58 | 40.32 | NA | NA | NA | … | … | 5.43 | 28.77 | 28.95 | 39.34 | 11.23 | 11.24 | 29.33 | 2.58 |
| Yield(%) | 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 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERKH (Eureka Homestead Bancorp Inc) |
-4.05%
Feb 2023 – Feb 2026 |
-0.21%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERKH (Eureka Homestead Bancorp Inc) |
23.08%
Sep 2020 – Sep 2023 |
13.08%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart