Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSBI (Midland States Bancorp, Inc.) | 43.62% | 83.21% | 18.08% | 7.39% | 7.73% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 05/25/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSBI (Midland States Bancorp, Inc.) | 05/25/2016 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.89 | 83.21 | 18.08 | 7.39 | 7.73 | NA | NA | … | … | 43.62 | -6.86 | -6.74 | 9.14 | 11.96 | 45.15 | -34.31 | 34.53 | -29.21 | -8.00 | 66.74 |
| Sharpe Ratio | NA | 2.40 | 0.45 | 0.11 | 0.16 | NA | NA | … | … | 3.62 | -0.23 | -0.32 | 0.17 | 0.38 | 1.47 | -0.54 | 1.47 | -1.26 | -0.35 | 5.21 |
| Standard Deviation(%) | NA | 33.87 | 34.74 | 32.82 | 34.77 | NA | NA | … | … | 30.53 | 41.79 | 32.00 | 32.44 | 27.47 | 30.73 | 63.88 | 22.41 | 24.33 | 24.49 | 25.58 |
| Draw Down(%) | NA | 21.59 | 44.34 | 44.34 | 61.18 | NA | NA | … | … | 13.40 | 38.47 | 22.96 | 30.84 | 20.29 | 21.42 | 54.30 | 10.98 | 42.98 | 17.78 | 8.71 |
| Yield(%) | 0.00 | 7.42 | 5.82 | 4.48 | 4.82 | 3.24 | 2.43 | … | … | 3.02 | 5.29 | 4.50 | 4.52 | 4.58 | 6.26 | 3.70 | 4.30 | 2.71 | 2.26 | 1.64 |
Data as of 06/11/2026, Common starting date is 05/25/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSBI (Midland States Bancorp, Inc.) |
-22.96%
Sep 2017 – Sep 2020 |
-6.09%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSBI (Midland States Bancorp, Inc.) |
24.43%
Jul 2020 – Jul 2023 |
11.53%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart