Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBVI (FCN Banc Corp) | NA | 9.89% | -2.68% | -1.43% | 4.24% | 6.52% | NA | … | … |
Data as of 11/19/2025, Common starting date is 01/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBVI (FCN Banc Corp) | 01/30/2008 | 11/19/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 9.89 | -2.68 | -1.43 | 4.24 | 6.52 | NA | … | … | 13.47 | 2.62 | -17.29 | -21.31 | 21.75 | 2.10 | 36.75 | 7.63 | 3.98 | 11.59 | 6.48 | -9.58 | 11.67 | 13.86 | 23.47 | 9.93 | 10.06 | -25.44 |
| Sharpe Ratio | NA | 0.60 | -0.40 | -0.23 | 0.08 | NA | NA | … | … | 1.07 | -0.05 | -1.45 | -1.43 | 1.09 | 0.02 | 3.43 | 0.31 | 0.38 | 0.45 | 0.32 | -0.96 | 0.36 | 0.90 | 2.12 | 0.71 | 0.23 | -0.61 |
| Standard Deviation(%) | NA | 11.51 | 15.37 | 16.35 | 33.91 | NA | NA | … | … | 11.63 | 19.29 | 14.57 | 15.92 | 19.93 | 93.12 | 10.29 | 20.31 | 8.80 | 25.17 | 20.46 | 9.96 | 32.10 | 15.39 | 11.06 | 13.90 | 42.55 | 46.21 |
| Draw Down(%) | NA | 8.29 | 21.49 | 37.56 | 60.35 | NA | NA | … | … | 8.29 | 15.00 | 20.74 | 24.72 | 7.14 | 50.43 | 2.36 | 16.64 | 5.08 | 11.86 | 7.92 | 11.46 | 16.67 | 5.00 | 2.22 | 7.60 | 25.00 | 41.22 |
| Yield(%) | 0.00 | 4.76 | 3.45 | 3.43 | 4.36 | 5.73 | 3.73 | … | … | 3.75 | 3.64 | 4.06 | 3.25 | 3.63 | 3.38 | 4.29 | 4.14 | 3.80 | 3.93 | 3.88 | 3.38 | 3.65 | 4.00 | 4.73 | 4.95 | 5.20 | 3.61 |
Data as of 11/19/2025, Common starting date is 01/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBVI (FCN Banc Corp) |
-13.39%
Apr 2022 – Apr 2025 |
-4.17%
Jun 2020 – Jun 2025 |
2.90%
Dec 2013 – Dec 2023 |
4.85%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBVI (FCN Banc Corp) |
19.92%
Mar 2018 – Mar 2021 |
16.33%
Jul 2016 – Jul 2021 |
11.78%
Mar 2011 – Mar 2021 |
7.21%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart