Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAHE (The Fahey Banking Company) | NA | 4.52% | 5.75% | 2.12% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/26/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAHE (The Fahey Banking Company) | 02/26/2019 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.52 | 5.75 | 2.12 | NA | NA | NA | … | … | 4.52 | 4.52 | 5.20 | 5.87 | -9.96 | 2.81 | -2.16 |
| Sharpe Ratio | NA | 0.47 | 0.63 | -0.01 | NA | NA | NA | … | … | 0.88 | 0.29 | 0.43 | 1.25 | -0.72 | 1.31 | -0.19 |
| Standard Deviation(%) | NA | 3.13 | 3.68 | 6.90 | NA | NA | NA | … | … | 3.65 | 3.12 | 3.62 | 3.56 | 13.80 | 1.95 | 20.72 |
| Draw Down(%) | NA | 0.00 | 0.00 | 12.67 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 12.67 | 0.00 | 15.79 |
| Yield(%) | 0.00 | 4.38 | 5.52 | 4.13 | 2.24 | 1.49 | 1.12 | … | … | 4.38 | 4.38 | 5.00 | 4.73 | 3.03 | 2.75 | 1.07 |
Data as of 09/26/2025, Common starting date is 02/26/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAHE (The Fahey Banking Company) |
-3.25%
Mar 2019 – Mar 2022 |
0.62%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAHE (The Fahey Banking Company) |
5.97%
Mar 2022 – Mar 2025 |
3.86%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart