Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MNSB (Mainstreet Bank) 19.34% 34.93% 3.33% 2.98% 8.23% 11.01% 4.28%
Data as of 06/16/2026, Common starting date is 09/06/2005
More Performance Analytics Comparison
Name Start Date End Date
MNSB (Mainstreet Bank) 09/06/2005 06/16/2026
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
Annualized Return (%) 0.00 34.93 3.33 2.98 8.23 11.01 4.28 19.34 14.98 -25.33 -8.16 12.89 45.42 -26.48 34.82 -2.63 23.38 14.98 38.76 9.88 52.83 1.34 1.55 1.98 1.00 -39.39 -37.74 21.00 -12.36
Sharpe Ratio NA 1.35 0.04 0.04 0.21 NA NA 2.18 0.44 -0.70 -0.36 0.55 1.58 -0.42 1.21 -0.14 1.24 1.02 2.00 0.39 1.65 0.03 0.04 0.03 0.01 -0.56 -1.13 0.79 -1.69
Standard Deviation(%) NA 26.01 33.42 30.38 33.37 NA NA 26.46 27.67 41.30 33.01 21.10 28.76 63.38 27.60 28.38 18.45 14.47 19.40 25.13 31.93 49.30 36.59 68.52 60.71 71.83 36.23 22.24 21.54
Draw Down(%) NA 20.98 40.46 47.61 51.86 NA NA 10.45 20.98 38.25 36.21 13.71 12.15 49.24 20.91 25.99 9.37 10.28 7.76 10.29 19.43 34.96 24.03 27.34 31.18 48.97 48.54 13.73 14.40
Yield(%) 0.00 2.20 1.72 1.46 1.46 2.12 0.77 1.01 2.27 1.61 1.47 1.03 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/16/2026, Common starting date is 09/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MNSB (Mainstreet Bank) -32.44%
Mar 2006 – Mar 2009
-17.78%
Oct 2006 – Oct 2011
-0.74%
Oct 2006 – Oct 2016
2.24%
Oct 2005 – Oct 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MNSB (Mainstreet Bank) 37.46%
Aug 2012 – Aug 2015
31.95%
Aug 2012 – Aug 2017
19.81%
Aug 2012 – Aug 2022
11.47%
Dec 2008 – Dec 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return