Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBNC (Horizon Bancorp) | 15.69% | 38.42% | 27.14% | 5.97% | 1.17% | 1.02% | 1.61% | … | … |
Data as of 06/17/2026, Common starting date is 01/09/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBNC (Horizon Bancorp) | 01/09/2002 | 06/17/2026 |
| 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 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 38.42 | 27.14 | 5.97 | 1.17 | 1.02 | 1.61 | … | … | 15.69 | 9.76 | 18.19 | 0.43 | -25.26 | 35.43 | -12.86 | 23.69 | -42.09 | 1.06 | 2.45 | 8.89 | 6.74 | 31.36 | 16.01 | -33.13 | 69.00 | 35.85 | -49.07 | -4.44 | 6.30 | -0.84 | -0.26 | 59.04 | 20.01 |
| Sharpe Ratio | NA | 1.18 | 0.76 | 0.10 | -0.01 | NA | NA | … | … | 1.62 | 0.23 | 0.41 | -0.07 | -0.74 | 1.18 | -0.19 | 1.07 | -0.96 | 0.02 | 0.05 | 0.36 | 0.29 | 1.25 | 0.33 | -0.71 | 3.19 | 0.91 | -0.97 | -0.53 | 0.17 | -0.13 | -0.05 | 2.14 | 0.60 |
| Standard Deviation(%) | NA | 27.88 | 34.55 | 35.96 | 41.05 | NA | NA | … | … | 27.16 | 30.57 | 35.80 | 47.13 | 36.31 | 29.96 | 69.33 | 20.70 | 45.45 | 21.44 | 47.94 | 24.40 | 23.28 | 25.01 | 49.03 | 46.95 | 21.62 | 39.22 | 51.47 | 14.46 | 17.52 | 24.49 | 27.53 | 27.24 | 32.59 |
| Draw Down(%) | NA | 16.65 | 29.61 | 65.21 | 74.71 | NA | NA | … | … | 16.65 | 26.40 | 19.86 | 51.79 | 36.51 | 19.46 | 57.79 | 13.02 | 54.15 | 11.24 | 34.46 | 14.38 | 22.36 | 15.47 | 43.65 | 40.32 | 6.56 | 24.92 | 51.20 | 12.00 | 20.20 | 19.50 | 18.07 | 7.64 | 17.97 |
| Yield(%) | 0.00 | 4.43 | 5.94 | 3.52 | 4.78 | 8.02 | 6.67 | … | … | 1.93 | 4.04 | 4.43 | 4.22 | 2.95 | 3.43 | 2.55 | 2.74 | 2.13 | 1.71 | 2.17 | 1.66 | 3.32 | 2.06 | 3.23 | 2.66 | 4.12 | 5.44 | 3.37 | 2.13 | 1.59 | 1.90 | 1.78 | 2.45 | 2.69 |
Data as of 06/17/2026, Common starting date is 01/09/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBNC (Horizon Bancorp) |
-27.85%
Sep 2017 – Sep 2020 |
-19.63%
May 2018 – May 2023 |
-5.32%
Sep 2010 – Sep 2020 |
-4.46%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBNC (Horizon Bancorp) |
33.91%
May 2023 – May 2026 |
18.76%
Feb 2002 – Feb 2007 |
10.37%
Jul 2002 – Jul 2012 |
7.67%
Apr 2002 – Apr 2017 |
Annualized Rolling Returns Comparison Chart