Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCZA (First Citizens Banc Corp) | NA | 28.82% | 20.01% | 16.49% | -3.44% | -1.18% | NA | … | … |
Data as of 05/01/2015, Common starting date is 05/31/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCZA (First Citizens Banc Corp) | 05/31/1996 | 05/01/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.53 | 28.82 | 20.01 | 16.49 | -3.44 | -1.18 | NA | … | … | 10.48 | 61.15 | 27.03 | 33.22 | 2.12 | -14.41 | -19.30 | -54.03 | -24.22 | 6.68 | -12.00 | -13.99 | 24.93 | 10.51 | 20.61 | -31.90 | 19.59 | -37.82 | 36.84 | 29.55 |
| Sharpe Ratio | NA | 1.20 | 0.59 | 0.40 | -0.10 | NA | NA | … | … | 1.60 | 2.18 | 0.85 | 0.74 | 0.05 | -0.28 | -0.25 | -0.84 | -1.43 | 0.12 | -0.42 | -0.46 | 0.59 | 0.25 | 0.42 | -0.91 | 0.52 | -0.78 | -0.60 | 1.25 |
| Standard Deviation(%) | NA | 24.10 | 33.67 | 38.00 | 46.06 | NA | NA | … | … | 22.10 | 27.98 | 31.77 | 45.09 | 44.43 | 51.82 | 76.83 | 65.64 | 19.15 | 27.90 | 34.07 | 32.21 | 40.90 | 36.98 | 44.77 | 39.44 | 31.24 | 52.52 | 30.00 | 43.30 |
| Draw Down(%) | NA | 7.56 | 28.04 | 46.68 | 82.40 | NA | NA | … | … | 6.71 | 10.16 | 18.74 | 28.55 | 33.68 | 40.26 | 46.01 | 60.95 | 26.88 | 13.11 | 21.48 | 31.60 | 27.56 | 23.05 | 21.11 | 35.90 | 5.31 | 41.98 | 4.20 | 0.00 |
| Yield(%) | 0.00 | 2.24 | 2.40 | 2.07 | 2.03 | 2.79 | 2.24 | … | … | 0.98 | 2.89 | 2.79 | 2.97 | 0.75 | 0.00 | 3.97 | 6.50 | 5.69 | 5.74 | 4.67 | 3.72 | 5.43 | 5.88 | 5.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/01/2015, Common starting date is 05/31/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCZA (First Citizens Banc Corp) |
-37.19%
Feb 2007 – Feb 2010 |
-27.23%
Sep 2006 – Sep 2011 |
-13.88%
Sep 2001 – Sep 2011 |
-9.77%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCZA (First Citizens Banc Corp) |
47.60%
Sep 2011 – Sep 2014 |
22.54%
Feb 2010 – Feb 2015 |
1.20%
Aug 1996 – Aug 2006 |
-1.07%
Apr 2000 – Apr 2015 |
Annualized Rolling Returns Comparison Chart