Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMBL (Farmers And Merchants Bank of Long Beach) | 3.83% | 57.77% | 19.34% | 2.96% | 5.56% | 6.92% | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMBL (Farmers And Merchants Bank of Long Beach) | 05/02/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.29 | 57.77 | 19.34 | 2.96 | 5.56 | 6.92 | NA | … | … | 3.83 | 49.33 | 14.01 | -29.67 | -5.52 | 23.09 | -13.93 | 3.53 | -0.59 | 17.38 | 11.04 | 5.01 | 18.22 | 24.00 | 9.52 | 4.49 | 7.56 | -2.25 | -37.90 | 0.55 |
| Sharpe Ratio | NA | 4.40 | 0.90 | 0.02 | 0.23 | NA | NA | … | … | 1.11 | 3.45 | 0.49 | -1.39 | -0.60 | 1.80 | -0.52 | 0.16 | -0.15 | 1.20 | 0.97 | 0.34 | 1.18 | 1.88 | 0.64 | 0.14 | 0.43 | -0.08 | -0.84 | -0.10 |
| Standard Deviation(%) | NA | 12.20 | 17.91 | 16.92 | 17.06 | NA | NA | … | … | 4.96 | 13.51 | 21.38 | 24.15 | 11.61 | 12.84 | 26.93 | 12.80 | 13.62 | 14.05 | 11.21 | 14.44 | 15.49 | 12.72 | 14.81 | 32.84 | 17.49 | 29.30 | 46.39 | 20.99 |
| Draw Down(%) | NA | 2.38 | 21.60 | 47.04 | 49.35 | NA | NA | … | … | 2.38 | 5.59 | 20.94 | 41.39 | 8.81 | 3.11 | 32.53 | 8.04 | 16.87 | 6.86 | 5.84 | 8.88 | 6.53 | 5.87 | 5.14 | 18.89 | 10.20 | 23.75 | 45.94 | 13.40 |
| Yield(%) | 0.00 | 2.28 | 2.34 | 1.53 | 2.05 | 2.84 | 1.69 | … | … | 0.34 | 2.24 | 2.43 | 1.70 | 1.58 | 1.88 | 1.57 | 1.60 | 1.53 | 1.70 | 1.94 | 1.96 | 2.18 | 2.65 | 2.78 | 2.73 | 2.87 | 2.85 | 1.68 | 1.28 |
Data as of 06/10/2026, Common starting date is 05/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMBL (Farmers And Merchants Bank of Long Beach) |
-16.09%
Apr 2021 – Apr 2024 |
-10.39%
Oct 2018 – Oct 2023 |
-0.81%
Apr 2014 – Apr 2024 |
1.53%
Mar 2008 – Mar 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMBL (Farmers And Merchants Bank of Long Beach) |
18.77%
May 2023 – May 2026 |
14.94%
Dec 2012 – Dec 2017 |
11.23%
Jun 2009 – Jun 2019 |
7.19%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart