Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NTBP (New Tripoli Bancorp Inc) NA -26.25% -15.14% -3.68% 2.62% 2.64% 2.38%
Data as of 09/04/2024, Common starting date is 05/05/2000
More Performance Analytics Comparison
Name Start Date End Date
NTBP (New Tripoli Bancorp Inc) 05/05/2000 09/04/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2000
Annualized Return (%) 0.00 -26.25 -15.14 -3.68 2.62 2.64 2.38 -21.03 -26.68 3.94 11.21 16.88 40.27 -1.85 14.45 -7.81 12.02 7.74 15.10 3.59 -6.53 -3.33 0.00 50.00 -11.57
Sharpe Ratio NA -0.91 -0.65 -0.25 0.08 NA NA -1.05 -0.88 0.13 1.97 1.86 2.08 -0.15 1.27 -1.07 1.56 1.01 1.38 1.43 -0.04 -0.01 0.00 0.02 -0.19
Standard Deviation(%) NA 33.07 27.46 21.59 18.20 NA NA 31.86 35.30 19.62 5.68 8.93 18.69 20.91 10.93 7.51 7.70 7.64 10.92 2.50 104.69 463.11 193.50 267.81 136.17
Draw Down(%) NA 34.44 46.47 46.47 46.47 NA NA 25.11 26.68 9.09 0.00 3.57 1.42 20.11 4.87 9.79 0.00 2.70 0.00 0.00 22.41 33.33 44.33 0.00 23.88
Yield(%) 0.00 3.67 2.87 3.55 4.28 3.58 2.91 1.91 2.84 2.87 3.03 3.20 4.34 4.00 4.18 3.70 3.78 3.60 3.75 3.50 1.93 0.00 0.00 0.00 0.00
Data as of 09/04/2024, Common starting date is 05/05/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NTBP (New Tripoli Bancorp Inc) -14.48%
Aug 2021 – Aug 2024
-3.24%
Aug 2019 – Aug 2024
2.86%
Aug 2014 – Aug 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NTBP (New Tripoli Bancorp Inc) 24.62%
Jan 2011 – Jan 2014
18.49%
Jan 2011 – Jan 2016
14.81%
Jan 2011 – Jan 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return