Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMBH (First Mid Bancshares, Inc.) | 16.82% | 30.56% | 26.61% | 2.99% | 8.35% | 8.51% | 7.11% | … | … |
Data as of 06/05/2026, Common starting date is 03/16/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMBH (First Mid Bancshares, Inc.) | 03/16/1999 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.22 | 30.56 | 26.61 | 2.99 | 8.35 | 8.51 | 7.11 | … | … | 16.82 | 8.71 | 9.10 | 11.60 | -23.21 | 29.81 | -1.79 | 12.89 | -15.58 | 15.38 | 33.86 | 44.08 | -13.38 | -1.29 | 25.63 | 9.33 | 0.65 | -19.46 | -13.52 | 46.16 | 2.56 | 8.69 | 25.42 | 78.24 | 17.97 | 30.62 | -13.74 | -5.56 |
| Sharpe Ratio | NA | 1.11 | 0.85 | 0.03 | 0.22 | NA | NA | … | … | 1.67 | 0.21 | 0.19 | 0.27 | -0.99 | 1.10 | -0.03 | 0.50 | -0.70 | 0.58 | 1.37 | 1.75 | -0.39 | -0.06 | 0.54 | 0.37 | 0.02 | -0.39 | -0.23 | 1.01 | -0.10 | 0.63 | 1.22 | 3.63 | 1.17 | 0.95 | -0.97 | -0.51 |
| Standard Deviation(%) | NA | 25.07 | 27.41 | 27.08 | 31.03 | NA | NA | … | … | 24.64 | 27.44 | 29.39 | 29.51 | 24.92 | 27.03 | 58.41 | 22.98 | 24.26 | 25.58 | 24.49 | 25.11 | 34.47 | 24.11 | 47.52 | 25.28 | 27.85 | 49.78 | 62.02 | 42.63 | 8.91 | 10.24 | 20.05 | 21.37 | 14.43 | 30.05 | 18.57 | 19.96 |
| Draw Down(%) | NA | 13.93 | 27.46 | 48.94 | 51.27 | NA | NA | … | … | 12.05 | 20.56 | 14.89 | 33.04 | 27.43 | 15.29 | 43.46 | 12.94 | 25.73 | 13.84 | 11.47 | 6.22 | 22.84 | 13.48 | 17.40 | 7.91 | 15.33 | 27.93 | 54.39 | 5.88 | 4.76 | 4.17 | 7.93 | 6.77 | 3.96 | 10.14 | 19.41 | 15.19 |
| Yield(%) | 0.00 | 2.83 | 4.00 | 2.11 | 3.25 | 3.83 | 2.41 | … | … | 1.29 | 2.72 | 2.72 | 2.86 | 2.08 | 2.51 | 2.32 | 2.33 | 1.83 | 1.98 | 2.39 | 3.32 | 2.54 | 2.09 | 2.28 | 2.32 | 2.29 | 1.71 | 1.46 | 1.73 | 1.90 | 1.99 | 2.70 | 4.77 | 4.72 | 3.46 | 3.16 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/16/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMBH (First Mid Bancshares, Inc.) |
-11.51%
Sep 2017 – Sep 2020 |
-7.05%
Jun 2018 – Jun 2023 |
2.84%
Nov 2004 – Nov 2014 |
1.50%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMBH (First Mid Bancshares, Inc.) |
41.76%
Nov 2001 – Nov 2004 |
31.95%
Aug 2000 – Aug 2005 |
15.90%
Aug 2000 – Aug 2010 |
13.99%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart