Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBTT (First Bankers Trustshares Inc) | NA | 51.15% | 5.54% | -0.33% | 3.10% | 3.80% | 3.20% | … | … |
Data as of 12/24/2025, Common starting date is 08/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBTT (First Bankers Trustshares Inc) | 08/24/2000 | 12/24/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.31 | 51.15 | 5.54 | -0.33 | 3.10 | 3.80 | 3.20 | … | … | 49.19 | -5.69 | -15.89 | -22.85 | 16.01 | -8.77 | -0.49 | 6.43 | 4.04 | 29.36 | 6.07 | 22.40 | -25.65 | 27.39 | 7.33 | 28.06 | -7.82 | -6.25 | 6.61 | -12.47 | -7.17 | 57.71 | 4.41 | 3.51 | -25.00 | 5.56 |
| Sharpe Ratio | NA | 3.43 | 0.11 | -0.16 | 0.09 | NA | NA | … | … | 3.34 | -0.45 | -0.90 | -2.53 | 1.78 | -0.41 | -0.10 | 0.32 | 0.25 | 1.76 | 0.64 | 1.63 | -0.54 | 1.60 | 0.41 | 1.28 | -0.14 | -0.22 | 0.26 | -0.54 | -0.23 | 2.05 | 0.13 | 0.11 | -0.55 | 0.12 |
| Standard Deviation(%) | NA | 14.06 | 19.22 | 16.51 | 17.00 | NA | NA | … | … | 14.07 | 20.85 | 21.95 | 9.63 | 8.98 | 21.88 | 19.57 | 16.06 | 13.50 | 16.54 | 9.47 | 13.71 | 47.44 | 17.28 | 17.84 | 21.83 | 54.67 | 32.72 | 13.27 | 29.71 | 41.76 | 27.65 | 29.43 | 20.71 | 50.68 | 105.03 |
| Draw Down(%) | NA | 5.83 | 43.07 | 55.78 | 60.36 | NA | NA | … | … | 5.83 | 28.22 | 42.69 | 25.09 | 3.83 | 24.56 | 14.72 | 20.60 | 15.47 | 5.35 | 4.47 | 6.04 | 46.24 | 8.00 | 17.08 | 8.89 | 34.25 | 27.80 | 8.86 | 20.81 | 25.00 | 9.19 | 12.50 | 15.15 | 30.00 | 36.98 |
| Yield(%) | 0.00 | 5.18 | 3.26 | 2.56 | 2.86 | 4.32 | 3.58 | … | … | 3.93 | 4.42 | 3.43 | 2.45 | 2.48 | 2.25 | 2.03 | 2.43 | 1.40 | 2.17 | 2.15 | 2.37 | 2.52 | 2.92 | 2.43 | 2.98 | 2.67 | 2.44 | 2.84 | 1.29 | 1.13 | 1.46 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/24/2025, Common starting date is 08/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBTT (First Bankers Trustshares Inc) |
-21.58%
Jun 2021 – Jun 2024 |
-14.35%
Nov 2018 – Nov 2023 |
-3.02%
Jul 2013 – Jul 2023 |
0.89%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBTT (First Bankers Trustshares Inc) |
21.87%
Mar 2010 – Mar 2013 |
15.91%
Feb 2014 – Feb 2019 |
10.26%
Mar 2009 – Mar 2019 |
8.44%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison Chart