Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCBS (Nicolet Bankshares Inc) | NA | 13.05% | 7.28% | 7.81% | NA | NA | NA | … | … |
Data as of 07/25/2022, Common starting date is 05/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCBS (Nicolet Bankshares Inc) | 05/17/2013 | 07/25/2022 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.90 | 13.05 | 7.28 | 7.81 | NA | NA | NA | … | … | -7.14 | 29.24 | -10.16 | 51.33 | -10.85 | 14.78 | 50.02 | 27.16 | 51.15 | 3.38 |
| Sharpe Ratio | NA | 0.60 | 0.19 | 0.22 | NA | NA | NA | … | … | -0.59 | 1.08 | -0.20 | 2.29 | -0.49 | 0.68 | 1.47 | 1.61 | 1.86 | 0.22 |
| Standard Deviation(%) | NA | 23.39 | 35.59 | 31.52 | NA | NA | NA | … | … | 22.13 | 26.98 | 51.27 | 21.83 | 24.93 | 20.78 | 33.75 | 16.85 | 27.55 | 24.81 |
| Draw Down(%) | NA | 26.49 | 37.05 | 37.05 | NA | NA | NA | … | … | 26.49 | 20.28 | 35.99 | 6.43 | 20.55 | 11.10 | 22.15 | 11.94 | 17.76 | 9.89 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2022, Common starting date is 05/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCBS (Nicolet Bankshares Inc) |
-1.72%
Sep 2017 – Sep 2020 |
5.75%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCBS (Nicolet Bankshares Inc) |
42.33%
Dec 2013 – Dec 2016 |
28.17%
Jul 2013 – Jul 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart