Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOMC (Southern Michigan Bancorp Inc) | NA | 38.14% | 1.37% | 10.83% | 8.74% | 11.11% | 4.57% | … | … |
Data as of 07/03/2025, Common starting date is 04/27/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOMC (Southern Michigan Bancorp Inc) | 04/27/1999 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.67 | 38.14 | 1.37 | 10.83 | 8.74 | 11.11 | 4.57 | … | … | 12.73 | 25.52 | -14.89 | -2.38 | 21.56 | -7.10 | -0.10 | 4.17 | 25.59 | 19.61 | 22.03 | 20.75 | 8.85 | 48.53 | -12.61 | 41.48 | 29.69 | -65.83 | -7.15 | 1.99 | -10.52 | 32.28 | 36.60 | 1.74 | 16.68 | -53.94 | -11.45 |
| Sharpe Ratio | NA | 2.11 | -0.06 | 0.31 | 0.28 | NA | NA | … | … | 1.61 | 0.88 | -0.61 | -0.15 | 0.63 | -0.19 | -0.12 | 0.08 | 0.89 | 1.13 | 1.44 | 1.44 | 0.78 | 1.57 | -0.47 | 1.09 | 0.23 | -1.12 | -0.46 | -0.08 | -1.15 | 1.41 | 1.36 | 0.06 | 0.33 | -1.11 | -0.69 |
| Standard Deviation(%) | NA | 16.54 | 25.68 | 28.36 | 27.08 | NA | NA | … | … | 14.92 | 21.48 | 31.58 | 24.61 | 34.03 | 38.70 | 12.13 | 34.46 | 28.30 | 17.25 | 15.30 | 14.41 | 11.33 | 31.27 | 26.95 | 38.10 | 128.15 | 59.24 | 22.15 | 15.21 | 11.08 | 22.16 | 26.34 | 10.90 | 44.70 | 52.38 | 28.21 |
| Draw Down(%) | NA | 4.61 | 34.54 | 34.54 | 45.56 | NA | NA | … | … | 4.41 | 13.29 | 28.70 | 19.27 | 16.10 | 37.06 | 7.96 | 19.09 | 9.14 | 5.66 | 7.91 | 7.64 | 8.02 | 13.40 | 15.99 | 16.30 | 55.36 | 65.83 | 14.11 | 10.93 | 12.73 | 5.66 | 6.30 | 7.94 | 18.84 | 56.52 | 16.64 |
| Yield(%) | 0.00 | 3.81 | 2.53 | 1.97 | 2.27 | 3.59 | 1.61 | … | … | 1.61 | 3.71 | 2.86 | 2.52 | 1.74 | 2.15 | 1.21 | 1.43 | 1.34 | 1.43 | 1.43 | 1.58 | 1.52 | 1.43 | 0.98 | 0.89 | 1.55 | 2.50 | 1.65 | 1.61 | 0.91 | 1.57 | 1.91 | 1.90 | 2.18 | 2.87 | 1.06 |
Data as of 07/03/2025, Common starting date is 04/27/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOMC (Southern Michigan Bancorp Inc) |
-34.45%
Feb 2006 – Feb 2009 |
-22.45%
Feb 2004 – Feb 2009 |
-12.50%
May 1999 – May 2009 |
-1.59%
Sep 1999 – Sep 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOMC (Southern Michigan Bancorp Inc) |
31.44%
May 2009 – May 2012 |
25.84%
May 2009 – May 2014 |
21.61%
Feb 2009 – Feb 2019 |
14.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart