Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSBI (Fidelity Bancorp Inc) | NA | 145.22% | 62.17% | 10.22% | 6.32% | 5.52% | 9.41% | … | … |
Data as of 11/30/2012, Common starting date is 03/27/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSBI (Fidelity Bancorp Inc) | 03/27/1990 | 11/30/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.67 | 145.22 | 62.17 | 10.22 | 6.32 | 5.52 | 9.41 | … | … | 119.60 | 78.79 | 13.62 | -16.95 | -50.09 | -27.61 | 1.70 | -16.16 | 9.33 | 52.30 | 31.49 | 52.50 | -7.87 | -22.05 | -24.91 | 60.78 | 22.11 | 18.88 | -17.03 | 42.31 | 15.13 | 92.28 | -26.00 |
| Sharpe Ratio | NA | 2.65 | 1.06 | 0.14 | 0.09 | NA | NA | … | … | 2.06 | 1.31 | 0.21 | -0.18 | -0.66 | -1.33 | -0.06 | -0.60 | 0.33 | 2.65 | 1.26 | 1.84 | -0.53 | -0.87 | -0.56 | 0.16 | 0.48 | 0.32 | -0.37 | 0.85 | 0.28 | 1.67 | -0.60 |
| Standard Deviation(%) | NA | 54.86 | 58.79 | 72.23 | 55.36 | NA | NA | … | … | 66.52 | 60.09 | 65.21 | 94.82 | 77.24 | 23.08 | 28.25 | 30.46 | 25.16 | 19.51 | 24.06 | 27.86 | 22.57 | 29.13 | 50.23 | 33.99 | 38.22 | 47.66 | 53.90 | 47.25 | 45.85 | 52.87 | 63.13 |
| Draw Down(%) | NA | 13.18 | 45.44 | 72.46 | 77.47 | NA | NA | … | … | 13.18 | 32.37 | 45.44 | 55.59 | 65.92 | 31.59 | 12.49 | 19.42 | 17.39 | 8.04 | 11.66 | 11.60 | 16.35 | 38.60 | 40.91 | 15.17 | 14.51 | 12.12 | 29.58 | 20.00 | 16.85 | 16.67 | 33.15 |
| Yield(%) | 0.00 | 0.89 | 1.53 | 1.41 | 1.71 | 1.19 | 2.40 | … | … | 0.78 | 1.43 | 1.60 | 3.70 | 4.29 | 3.02 | 2.99 | 1.54 | 1.65 | 2.02 | 2.17 | 3.19 | 1.96 | 1.37 | 0.73 | 0.92 | 0.77 | 0.97 | 0.78 | 0.57 | 0.81 | 1.36 | 0.70 |
Data as of 11/30/2012, Common starting date is 03/27/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSBI (Fidelity Bancorp Inc) |
-34.13%
Jan 2007 – Jan 2010 |
-23.86%
Dec 2004 – Dec 2009 |
-2.98%
Dec 1998 – Dec 2008 |
-0.42%
Jan 1995 – Jan 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSBI (Fidelity Bancorp Inc) |
59.29%
Oct 2009 – Oct 2012 |
27.30%
Jan 1991 – Jan 1996 |
15.44%
Dec 1994 – Dec 2004 |
16.01%
Jan 1991 – Jan 2006 |
Annualized Rolling Returns Comparison Chart