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
FBIP (FNB Bancorp Inc) 0.88% 55.98% 12.43% 0.38% 0.96% 2.60% NA
Data as of 03/13/2026, Common starting date is 02/20/2008
More Performance Analytics Comparison
Name Start Date End Date
FBIP (FNB Bancorp Inc) 02/20/2008 03/13/2026
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
Annualized Return (%) 0.88 55.98 12.43 0.38 0.96 2.60 NA 0.88 60.23 9.21 -29.20 -13.96 -4.41 -25.44 28.42 3.54 -14.38 7.90 3.57 4.19 24.12 44.65 -28.97 4.47 3.69 -10.81
Sharpe Ratio NA 1.48 0.06 -0.01 -0.01 NA NA 1.01 0.97 0.29 -0.16 -0.10 -0.13 -0.64 1.69 0.07 -0.93 1.15 0.45 0.21 0.78 1.55 -1.20 0.35 0.16 -0.24
Standard Deviation(%) NA 46.94 156.09 140.12 91.44 NA NA 1.99 56.93 20.84 208.39 156.45 35.35 39.90 15.99 30.78 16.24 6.65 7.82 20.35 30.82 29.04 24.11 12.61 22.67 55.25
Draw Down(%) NA 17.95 77.47 77.47 77.47 NA NA 0.00 17.95 7.13 76.68 60.70 23.91 32.98 6.57 22.41 20.03 3.44 6.64 13.04 18.12 11.82 29.76 8.09 18.78 39.37
Yield(%) 0.00 3.29 3.33 2.13 2.37 2.69 2.19 0.87 3.63 3.94 4.69 3.83 1.52 2.49 3.00 2.85 2.47 2.52 2.54 2.53 3.12 4.15 2.86 2.55 2.92 2.84
Data as of 03/13/2026, Common starting date is 02/20/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FBIP (FNB Bancorp Inc) -24.40%
Jul 2020 – Jul 2023
-15.45%
Nov 2019 – Nov 2024
-6.62%
Nov 2014 – Nov 2024
-2.68%
Sep 2008 – Sep 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FBIP (FNB Bancorp Inc) 23.77%
Feb 2019 – Feb 2022
16.14%
Jan 2012 – Jan 2017
13.39%
Feb 2012 – Feb 2022
2.81%
Jan 2011 – Jan 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return