Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOFB (Iowa First Bancshares Corp) | NA | 26.63% | 2.52% | 1.01% | 4.20% | 0.71% | 3.14% | … | … |
Data as of 07/05/2022, Common starting date is 02/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IOFB (Iowa First Bancshares Corp) | 02/04/1999 | 07/05/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 26.63 | 2.52 | 1.01 | 4.20 | 0.71 | 3.14 | … | … | 4.45 | 26.39 | -37.79 | 19.93 | -19.40 | 21.95 | 5.58 | 2.34 | 12.71 | 1.00 | 21.41 | -0.16 | 15.12 | 19.44 | -52.63 | 4.11 | -0.68 | 1.94 | 23.25 | 17.00 | 11.11 | 20.81 | -21.99 | -25.39 |
| Sharpe Ratio | NA | 1.49 | 0.09 | 0.01 | 0.22 | NA | NA | … | … | 1.98 | 2.10 | -1.35 | 1.95 | -1.04 | 1.26 | 0.57 | 0.24 | 0.70 | 0.07 | 0.81 | -0.01 | 0.48 | 0.54 | -0.88 | 0.12 | -0.32 | -0.02 | 0.51 | 0.73 | 0.50 | 0.43 | -0.71 | -1.14 |
| Standard Deviation(%) | NA | 17.36 | 21.25 | 19.46 | 17.37 | NA | NA | … | … | 4.35 | 18.69 | 28.07 | 9.48 | 20.00 | 17.04 | 9.45 | 9.79 | 18.18 | 14.78 | 26.60 | 29.79 | 31.48 | 35.73 | 60.99 | 9.35 | 12.32 | 14.65 | 44.00 | 22.42 | 20.09 | 44.25 | 36.71 | 27.02 |
| Draw Down(%) | NA | 4.08 | 43.74 | 51.00 | 51.00 | NA | NA | … | … | 0.75 | 9.69 | 43.68 | 5.84 | 29.80 | 8.76 | 8.30 | 12.63 | 8.15 | 11.62 | 10.08 | 21.58 | 22.00 | 14.00 | 55.26 | 6.41 | 5.26 | 11.04 | 25.00 | 15.65 | 7.56 | 20.51 | 25.00 | 26.54 |
| Yield(%) | 0.00 | 0.88 | 1.57 | 2.05 | 3.42 | 2.64 | 4.42 | … | … | 0.00 | 1.61 | 2.00 | 3.20 | 2.58 | 3.14 | 3.20 | 3.28 | 3.70 | 3.73 | 4.31 | 4.53 | 5.21 | 6.22 | 3.01 | 3.84 | 2.12 | 2.80 | 3.32 | 3.72 | 5.35 | 4.72 | 2.64 | 2.63 |
Data as of 07/05/2022, Common starting date is 02/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOFB (Iowa First Bancshares Corp) |
-21.70%
Mar 2006 – Mar 2009 |
-12.02%
Aug 2005 – Aug 2010 |
-5.52%
Mar 1999 – Mar 2009 |
-2.72%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOFB (Iowa First Bancshares Corp) |
21.06%
Jan 2002 – Jan 2005 |
14.56%
Dec 2000 – Dec 2005 |
7.99%
Nov 2008 – Nov 2018 |
4.29%
Dec 2000 – Dec 2015 |
Annualized Rolling Returns Comparison Chart