Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNWD (Finward Bancorp) | -3.07% | 19.01% | 19.53% | -3.05% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 11/27/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNWD (Finward Bancorp) | 11/27/2020 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.04 | 19.01 | 19.53 | -3.05 | NA | NA | NA | … | … | -3.07 | 27.11 | 13.44 | -27.57 | -18.54 | 26.78 | 2.64 |
| Sharpe Ratio | NA | 0.36 | 0.54 | -0.23 | NA | NA | NA | … | … | -0.62 | 1.06 | 0.47 | -0.78 | -0.87 | 0.76 | NA |
| Standard Deviation(%) | NA | 27.80 | 28.26 | 27.76 | NA | NA | NA | … | … | 30.55 | 23.01 | 20.74 | 40.53 | 23.15 | 32.41 | NA |
| Draw Down(%) | NA | 23.53 | 29.21 | 60.67 | NA | NA | NA | … | … | 21.55 | 13.90 | 13.24 | 49.46 | 35.86 | 10.26 | NA |
| Yield(%) | 0.00 | 1.25 | 2.67 | 1.85 | 1.16 | 0.77 | 0.58 | … | … | 0.34 | 1.68 | 1.91 | 2.57 | 2.69 | 2.11 | 0.00 |
Data as of 06/11/2026, Common starting date is 11/27/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNWD (Finward Bancorp) |
-15.64%
May 2021 – May 2024 |
-3.64%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNWD (Finward Bancorp) |
17.28%
May 2023 – May 2026 |
-0.21%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart