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
ONBPO (Old National Bancorp Depositary Shares Each Representing a 1/40th Interest in a Share of Series C Pr) 2.28% 7.83% 10.66% 4.46% NA NA NA
Data as of 06/10/2026, Common starting date is 06/19/2020
More Performance Analytics Comparison
Name Start Date End Date
ONBPO (Old National Bancorp Depositary Shares Each Representing a 1/40th Interest in a Share of Series C Pr) 06/19/2020 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
Annualized Return (%) 0.04 7.83 10.66 4.46 NA NA NA 2.28 9.44 4.49 8.70 -5.36 5.64 18.54
Sharpe Ratio NA 0.85 0.43 0.12 NA NA NA 0.40 0.90 0.07 0.17 -0.53 0.43 2.87
Standard Deviation(%) NA 6.12 14.58 16.46 NA NA NA 6.28 7.32 13.09 29.79 12.92 13.01 12.99
Draw Down(%) NA 3.31 15.71 23.55 NA NA NA 3.31 2.70 8.01 23.44 8.61 6.20 3.93
Yield(%) 0.00 7.08 7.72 6.20 4.18 2.79 2.09 3.47 6.99 7.05 6.94 6.21 6.15 2.89
Data as of 06/10/2026, Common starting date is 06/19/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ONBPO (Old National Bancorp Depositary Shares Each Representing a 1/40th Interest in a Share of Series C Pr) -1.99%
Oct 2020 – Oct 2023
4.23%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ONBPO (Old National Bancorp Depositary Shares Each Representing a 1/40th Interest in a Share of Series C Pr) 11.20%
May 2023 – May 2026
7.12%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return