Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSBIP (Midland States Bancorp Inc) | 3.65% | 15.37% | 11.04% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/18/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSBIP (Midland States Bancorp Inc) | 08/18/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 15.37 | 11.04 | NA | NA | NA | NA | … | … | 3.65 | 5.77 | 13.86 | 1.48 | 5.75 |
| Sharpe Ratio | NA | 1.26 | 0.42 | NA | NA | NA | NA | … | … | 0.75 | 0.22 | 0.85 | -0.07 | 0.85 |
| Standard Deviation(%) | NA | 10.24 | 17.11 | NA | NA | NA | NA | … | … | 7.74 | 13.56 | 12.10 | 33.47 | 16.22 |
| Draw Down(%) | NA | 7.21 | 11.18 | NA | NA | NA | NA | … | … | 3.07 | 9.93 | 5.53 | 27.13 | 4.44 |
| Yield(%) | 0.00 | 8.11 | 8.20 | 5.54 | 2.77 | 1.85 | 1.38 | … | … | 1.93 | 7.68 | 7.82 | 7.51 | 2.73 |
Data as of 06/10/2026, Common starting date is 08/18/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSBIP (Midland States Bancorp Inc) |
6.15%
Oct 2022 – Oct 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 |
|---|---|---|---|---|
| MSBIP (Midland States Bancorp Inc) |
11.94%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart