Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BANX (ArrowMark Financial Corp.) | -6.87% | 8.19% | 17.89% | 8.10% | 10.45% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BANX (ArrowMark Financial Corp.) | 11/07/2013 | 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 (%) | -1.37 | 8.19 | 17.89 | 8.10 | 10.45 | NA | NA | … | … | -6.87 | 15.65 | 27.67 | 20.43 | -15.27 | 23.02 | -5.78 | 23.85 | 4.56 | 16.07 | 24.24 | -8.68 | -13.69 | -0.66 |
| Sharpe Ratio | NA | 0.44 | 0.83 | 0.27 | 0.33 | NA | NA | … | … | -1.04 | 0.73 | 1.63 | 0.58 | -0.73 | 1.42 | -0.10 | 1.24 | 0.16 | 1.23 | 1.13 | -0.36 | -0.77 | -0.38 |
| Standard Deviation(%) | NA | 15.48 | 17.31 | 20.80 | 27.15 | NA | NA | … | … | 16.02 | 17.66 | 14.79 | 29.28 | 23.00 | 16.21 | 63.17 | 18.03 | 20.36 | 12.59 | 21.28 | 24.37 | 17.72 | 11.96 |
| Draw Down(%) | NA | 13.20 | 13.71 | 27.87 | 55.06 | NA | NA | … | … | 13.20 | 13.71 | 6.21 | 23.84 | 21.76 | 6.61 | 54.30 | 5.38 | 21.33 | 3.49 | 13.91 | 26.52 | 26.91 | 4.26 |
| Yield(%) | 0.00 | 12.78 | 13.77 | 9.28 | 10.10 | 5.95 | 4.46 | … | … | 3.87 | 10.85 | 11.09 | 12.57 | 7.67 | 8.43 | 6.99 | 7.55 | 8.08 | 7.97 | 9.14 | 7.82 | 8.16 | 1.13 |
Data as of 06/10/2026, Common starting date is 11/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BANX (ArrowMark Financial Corp.) |
-1.62%
Oct 2019 – Oct 2022 |
2.04%
Jun 2018 – Jun 2023 |
5.36%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BANX (ArrowMark Financial Corp.) |
22.06%
Jul 2015 – Jul 2018 |
16.16%
Jun 2020 – Jun 2025 |
13.50%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart