Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEFBP (Neffs Bancorp Inc. PFD SER A) | NA | 1.27% | 7.58% | 5.70% | NA | NA | NA | … | … |
Data as of 10/30/2024, Common starting date is 10/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEFBP (Neffs Bancorp Inc. PFD SER A) | 10/09/2015 | 10/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.27 | 7.58 | 5.70 | NA | NA | NA | … | … | 1.27 | -32.43 | 81.93 | 2.96 | 2.92 | 4.82 | 2.88 | 57.15 | 4.27 | 1.93 |
| Sharpe Ratio | NA | -4.30 | 0.15 | 0.17 | NA | NA | NA | … | … | -4.06 | -1.25 | 2.48 | 1.43 | 1.32 | 0.71 | 0.78 | 1.34 | 1.38 | 2.17 |
| Standard Deviation(%) | NA | 1.27 | 25.47 | 19.76 | NA | NA | NA | … | … | 1.39 | 29.57 | 32.59 | 2.06 | 2.03 | 4.83 | 2.01 | 42.50 | 2.95 | 4.01 |
| Draw Down(%) | NA | 0.00 | 33.83 | 33.83 | NA | NA | NA | … | … | 0.00 | 33.83 | 7.14 | 0.00 | 0.00 | 2.78 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.52 | 2.58 | 2.99 | 4.01 | 2.67 | 2.00 | … | … | 1.26 | 1.86 | 2.95 | 2.89 | 2.86 | 2.91 | 2.82 | 4.28 | 4.14 | 1.89 |
Data as of 10/30/2024, Common starting date is 10/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEFBP (Neffs Bancorp Inc. PFD SER A) |
3.52%
Feb 2017 – Feb 2020 |
5.20%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEFBP (Neffs Bancorp Inc. PFD SER A) |
24.71%
May 2019 – May 2022 |
15.90%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart