Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STBI (Sturgis Bancorp Inc) | 21.44% | 48.93% | 14.29% | 9.69% | 11.65% | 12.93% | 6.87% | … | … |
Data as of 06/09/2026, Common starting date is 04/27/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STBI (Sturgis Bancorp Inc) | 04/27/1999 | 06/09/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.39 | 48.93 | 14.29 | 9.69 | 11.65 | 12.93 | 6.87 | … | … | 21.44 | 22.89 | 4.07 | -7.75 | 10.40 | 6.51 | -11.14 | 11.54 | 8.42 | 40.69 | 35.96 | 19.36 | 10.92 | 22.88 | 10.00 | -13.86 | -5.78 | -0.50 | -46.19 | 26.70 | 3.66 | -11.42 | 5.91 | 40.19 | 38.73 | 57.71 | -27.93 | -26.97 |
| Sharpe Ratio | NA | 1.76 | 0.56 | 0.34 | 0.37 | NA | NA | … | … | 2.00 | 1.04 | 0.02 | -0.44 | 0.48 | 0.36 | -0.24 | 0.20 | 0.34 | 1.95 | 1.39 | 0.85 | 0.38 | 0.88 | 0.13 | -0.17 | -0.05 | -0.01 | -0.81 | 1.45 | 0.01 | -0.42 | 0.15 | 1.25 | 0.92 | 1.07 | -0.41 | -0.59 |
| Standard Deviation(%) | NA | 25.46 | 20.06 | 21.42 | 29.02 | NA | NA | … | … | 28.74 | 19.37 | 19.29 | 26.32 | 18.83 | 18.09 | 47.58 | 49.96 | 21.10 | 20.66 | 25.63 | 22.76 | 28.46 | 25.95 | 76.76 | 81.09 | 110.86 | 57.75 | 57.92 | 16.27 | 20.72 | 32.38 | 33.76 | 31.64 | 40.99 | 52.93 | 78.73 | 68.24 |
| Draw Down(%) | NA | 9.12 | 22.31 | 29.48 | 55.35 | NA | NA | … | … | 9.12 | 8.62 | 12.28 | 23.00 | 13.43 | 8.74 | 37.92 | 37.08 | 12.32 | 6.48 | 10.00 | 11.56 | 15.24 | 9.04 | 30.00 | 49.44 | 56.31 | 25.47 | 52.86 | 4.22 | 11.76 | 28.01 | 21.64 | 11.20 | 15.89 | 18.07 | 40.30 | 45.00 |
| Yield(%) | 0.00 | 3.93 | 3.58 | 3.53 | 5.27 | 7.40 | 3.62 | … | … | 1.68 | 3.76 | 3.77 | 3.35 | 3.58 | 3.41 | 3.07 | 3.03 | 3.03 | 3.37 | 4.00 | 1.57 | 1.11 | 0.00 | 0.00 | 0.43 | 1.74 | 5.42 | 3.10 | 4.09 | 2.65 | 2.59 | 2.54 | 3.36 | 3.33 | 2.60 | 0.00 | 0.00 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| STBI (Sturgis Bancorp Inc) |
-22.59%
Apr 2008 – Apr 2011 |
-14.21%
Aug 2007 – Aug 2012 |
-3.36%
Nov 2003 – Nov 2013 |
1.02%
May 1999 – May 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STBI (Sturgis Bancorp Inc) |
45.29%
Dec 2000 – Dec 2003 |
27.91%
Apr 2014 – Apr 2019 |
16.84%
May 2012 – May 2022 |
12.96%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart