Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBNW (Liberty Northwest Bancorp Inc.) | 0.65% | 20.62% | 4.07% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/20/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBNW (Liberty Northwest Bancorp Inc.) | 07/20/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 20.62 | 4.07 | NA | NA | NA | NA | … | … | 0.65 | 12.20 | 1.38 | -24.74 | 3.85 |
| Sharpe Ratio | NA | 1.58 | 0.05 | NA | NA | NA | NA | … | … | -0.94 | 0.56 | -0.30 | -1.84 | 0.12 |
| Standard Deviation(%) | NA | 11.39 | 16.23 | NA | NA | NA | NA | … | … | 1.05 | 17.12 | 17.19 | 15.84 | 50.59 |
| Draw Down(%) | NA | 3.18 | 12.18 | NA | NA | NA | NA | … | … | 0.16 | 8.47 | 8.87 | 25.93 | 21.88 |
| 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 |
Data as of 06/05/2026, Common starting date is 07/20/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBNW (Liberty Northwest Bancorp Inc.) |
-4.99%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBNW (Liberty Northwest Bancorp Inc.) |
4.13%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart