Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NIC (Nicolet Bankshares, Inc.) | 19.96% | 21.24% | 27.41% | 14.75% | 15.55% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NIC (Nicolet Bankshares, Inc.) | 05/17/2013 | 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 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.84 | 21.24 | 27.41 | 14.75 | 15.55 | NA | NA | … | … | 19.96 | 16.76 | 31.91 | 1.93 | -6.95 | 29.24 | -10.16 | 51.33 | -10.85 | 14.78 | 50.02 | 27.16 | 51.15 | 3.37 |
| Sharpe Ratio | NA | 0.55 | 0.76 | 0.34 | 0.41 | NA | NA | … | … | 0.95 | 0.49 | 0.84 | -0.05 | -0.36 | 1.08 | -0.20 | 2.28 | -0.49 | 0.68 | 1.41 | 1.23 | 1.42 | 0.17 |
| Standard Deviation(%) | NA | 31.24 | 31.89 | 30.34 | 30.87 | NA | NA | … | … | 34.00 | 28.66 | 33.83 | 35.13 | 23.38 | 26.98 | 51.27 | 21.83 | 24.93 | 20.78 | 35.09 | 22.11 | 36.13 | 31.96 |
| Draw Down(%) | NA | 17.90 | 21.73 | 44.31 | 44.31 | NA | NA | … | … | 17.90 | 17.88 | 16.85 | 32.91 | 27.18 | 20.28 | 35.99 | 6.43 | 20.55 | 11.10 | 22.15 | 11.94 | 17.76 | 9.89 |
| Yield(%) | 0.00 | 1.09 | 1.62 | 1.00 | 1.06 | 1.57 | 1.17 | … | … | 0.56 | 1.20 | 1.35 | 0.95 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| NIC (Nicolet Bankshares, Inc.) |
-1.72%
Sep 2017 – Sep 2020 |
0.62%
Apr 2018 – Apr 2023 |
13.15%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIC (Nicolet Bankshares, Inc.) |
42.33%
Dec 2013 – Dec 2016 |
28.17%
Jul 2013 – Jul 2018 |
18.03%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart