Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMAO (Farmers & Merchants Bancorp, Inc.) | 16.44% | 21.38% | 12.06% | 8.53% | 10.39% | 11.63% | 8.45% | … | … |
Data as of 06/10/2026, Common starting date is 01/30/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMAO (Farmers & Merchants Bancorp, Inc.) | 01/30/2006 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.12 | 21.38 | 12.06 | 8.53 | 10.39 | 11.63 | 8.45 | … | … | 16.44 | -12.98 | 23.06 | -5.27 | -14.95 | 46.86 | -21.39 | -19.95 | -4.39 | 137.12 | 36.23 | 4.83 | 25.36 | 14.43 | 18.31 | 1.77 | 14.90 | -15.15 | 4.71 | -6.92 | 5.37 |
| Sharpe Ratio | NA | 0.69 | 0.21 | 0.15 | 0.19 | NA | NA | … | … | 1.07 | -0.40 | 0.44 | -0.19 | -0.43 | 1.74 | -0.28 | -0.71 | -0.17 | 3.05 | 1.35 | 0.22 | 1.00 | 0.70 | 0.68 | 0.09 | 0.44 | -0.43 | 0.12 | -0.43 | 0.11 |
| Standard Deviation(%) | NA | 36.02 | 42.29 | 40.13 | 43.96 | NA | NA | … | … | 32.73 | 39.81 | 44.46 | 48.25 | 38.34 | 26.93 | 77.64 | 30.14 | 34.95 | 45.03 | 26.74 | 21.72 | 25.41 | 20.65 | 26.98 | 19.61 | 33.71 | 35.64 | 30.87 | 23.78 | 22.31 |
| Draw Down(%) | NA | 17.92 | 34.97 | 57.16 | 62.88 | NA | NA | … | … | 17.92 | 26.53 | 21.85 | 40.82 | 38.44 | 21.69 | 42.61 | 35.93 | 25.96 | 22.86 | 12.50 | 9.38 | 11.68 | 10.22 | 9.34 | 7.95 | 13.61 | 26.92 | 15.93 | 21.47 | 16.57 |
| Yield(%) | 0.00 | 3.73 | 3.91 | 3.77 | 5.12 | 7.09 | 5.12 | … | … | 0.95 | 3.17 | 3.70 | 3.25 | 2.47 | 3.08 | 2.18 | 1.58 | 1.40 | 2.86 | 5.25 | 4.08 | 3.80 | 4.05 | 4.44 | 4.22 | 4.47 | 3.77 | 5.73 | 2.88 | 2.64 |
Data as of 06/10/2026, Common starting date is 01/30/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMAO (Farmers & Merchants Bancorp, Inc.) |
-20.27%
Jul 2018 – Jul 2021 |
-14.03%
Sep 2018 – Sep 2023 |
5.81%
Mar 2006 – Mar 2016 |
6.74%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMAO (Farmers & Merchants Bancorp, Inc.) |
56.06%
Aug 2015 – Aug 2018 |
38.22%
Jul 2013 – Jul 2018 |
20.53%
Apr 2008 – Apr 2018 |
14.08%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart