Financial Services Stocks
Historical analysis and risk data for 359 Financial Services stocks. Use the search bar to filter instantly.
CMC.XETRA
JPMorgan Chase & Co
10Y CAGR
+143.2%
Max DD
100.0%
Sharpe
4566744993486345728.00
AMTB.US
Amerant Bancorp Inc.
10Y CAGR
+99.1%
Max DD
57.8%
Sharpe
940.54
SHAW.LSE
Shawbrook Group PLC
10Y CAGR
+96.2%
Max DD
84.7%
Sharpe
123.86
0AAL.LSE
Allfunds Group PLC
10Y CAGR
+70.3%
Max DD
71.5%
Sharpe
1.57
NBPE.LSE
NB Private Equity Partners Ltd
10Y CAGR
+69.4%
Max DD
43.5%
Sharpe
18.88
CEPO.US
Cantor Equity Partners I, Inc. Class A Ordinary Shares
10Y CAGR
+61.2%
Max DD
27.3%
Sharpe
1.67
AN3PI.AU
Australia and New Zealand Banking Group Ltd
10Y CAGR
+54.0%
Max DD
49.8%
Sharpe
0.94
AII.US
American Integrity Insurance Group, Inc.
10Y CAGR
+47.3%
Max DD
31.3%
Sharpe
1.36
AVBC.US
Avidia Bancorp, Inc.
10Y CAGR
+43.6%
Max DD
8.2%
Sharpe
2.17
ATLC.US
Atlanticus Holdings Corporation
10Y CAGR
+42.2%
Max DD
66.8%
Sharpe
0.96
ANTIN.PA
Antin IP SA
10Y CAGR
+40.1%
Max DD
74.4%
Sharpe
1.59
PLUS.LSE
Plus500 Ltd
10Y CAGR
+28.9%
Max DD
68.1%
Sharpe
0.87
CF.TO
Canaccord Genuity Group Inc
10Y CAGR
+28.6%
Max DD
54.2%
Sharpe
0.66
ARES.US
Ares Management LP
10Y CAGR
+27.0%
Max DD
43.2%
Sharpe
0.91
BRK.TO
Berkshire Hathaway CDR (CAD Hedged)
10Y CAGR
+26.0%
Max DD
48.5%
Sharpe
0.51
APO.US
Apollo Global Management LLC Class A
10Y CAGR
+24.5%
Max DD
39.2%
Sharpe
0.80
ATT.LSE
Allianz Technology Trust PLC
10Y CAGR
+24.4%
Max DD
41.0%
Sharpe
0.93
AAVMY.US
ABN AMRO Bank N.V
10Y CAGR
+23.1%
Max DD
56.3%
Sharpe
0.75
PCT.LSE
Polar Capital Technology Trust
10Y CAGR
+22.7%
Max DD
36.8%
Sharpe
0.92
0H00.LSE
Banco de Sabadell SA
10Y CAGR
+21.9%
Max DD
73.9%
Sharpe
0.68
ACT.US
Enact Holdings Inc
10Y CAGR
+21.8%
Max DD
12.7%
Sharpe
0.95
BX.US
Blackstone Group Inc
10Y CAGR
+21.8%
Max DD
45.1%
Sharpe
0.73
FTK.XETRA
flatexDEGIRO AG
10Y CAGR
+21.7%
Max DD
77.7%
Sharpe
0.63
AAMI.US
Acadian Asset Management Inc
10Y CAGR
+21.6%
Max DD
61.5%
Sharpe
0.68
CBK.XETRA
Commerzbank AG
10Y CAGR
+21.5%
Max DD
74.3%
Sharpe
0.48
CAIXY.US
Caixabank SA ADR
10Y CAGR
+21.1%
Max DD
95.9%
Sharpe
1.87
MA.US
Mastercard Inc
10Y CAGR
+20.9%
Max DD
26.2%
Sharpe
0.82
ARZGY.US
Assicurazioni Generali SpA ADR
10Y CAGR
+20.8%
Max DD
36.7%
Sharpe
0.78
BBVA.US
Banco Bilbao Viscaya Argentaria SA ADR
10Y CAGR
+20.7%
Max DD
66.1%
Sharpe
0.60
GOLD.US
Gold.com, Inc.
10Y CAGR
+20.7%
Max DD
58.1%
Sharpe
0.63
BGEO.LSE
Lion Finance Group PLC
10Y CAGR
+20.6%
Max DD
69.3%
Sharpe
0.65
AJG.US
Arthur J Gallagher & Co
10Y CAGR
+20.1%
Max DD
41.7%
Sharpe
0.84
TLX.XETRA
Talanx AG
10Y CAGR
+19.9%
Max DD
41.3%
Sharpe
0.85
CGEO.LSE
Georgia Capital PLC
10Y CAGR
+19.6%
Max DD
68.8%
Sharpe
0.66
AMAL.US
Amalgamated Bank
10Y CAGR
+19.6%
Max DD
48.9%
Sharpe
0.64
0ILK.LSE
Caixabank SA
10Y CAGR
+19.5%
Max DD
65.6%
Sharpe
0.46
CBC.US
Central Bancompany, Inc. Class A Common Stock
10Y CAGR
+19.2%
Max DD
33.9%
Sharpe
0.98
TBCG.LSE
TBC Bank Group PLC
10Y CAGR
+19.2%
Max DD
57.9%
Sharpe
0.64
V.US
Visa Inc. Class A
10Y CAGR
+19.1%
Max DD
27.3%
Sharpe
0.79
AEF.AU
Australian Ethical Investment Ltd
10Y CAGR
+19.0%
Max DD
81.3%
Sharpe
0.57
BAM.TO
Brookfield Asset Management Ltd
10Y CAGR
+19.0%
Max DD
26.6%
Sharpe
0.67
CIB.US
Grupo Cibest S.A.
10Y CAGR
+18.8%
Max DD
53.7%
Sharpe
0.57
JPM.US
JPMorgan Chase & Co
10Y CAGR
+18.7%
Max DD
37.1%
Sharpe
0.79
AIBGY.US
AIB Group plc
10Y CAGR
+18.6%
Max DD
75.4%
Sharpe
0.60
BFC.US
Bank First National Corp
10Y CAGR
+18.4%
Max DD
27.6%
Sharpe
0.77
POLR.LSE
Polar Capital Holdings plc
10Y CAGR
+18.3%
Max DD
48.8%
Sharpe
0.62
AMP.US
Ameriprise Financial Inc
10Y CAGR
+18.2%
Max DD
38.1%
Sharpe
0.73
CM.US
Canadian Imperial Bank Of Commerce
10Y CAGR
+18.1%
Max DD
38.4%
Sharpe
0.73
DB1.XETRA
Deutsche Börse AG
10Y CAGR
+18.1%
Max DD
24.8%
Sharpe
0.87
CBOE.US
Cboe Global Markets Inc
10Y CAGR
+18.0%
Max DD
37.4%
Sharpe
0.72
0H3T.LSE
Deutsche Boerse AG
10Y CAGR
+18.0%
Max DD
25.2%
Sharpe
0.86
SMT.LSE
Scottish Mortgage Investment Trust plc
10Y CAGR
+17.9%
Max DD
57.9%
Sharpe
0.65
AXP.US
American Express Company
10Y CAGR
+17.9%
Max DD
34.1%
Sharpe
0.70
TAM.LSE
Tatton Asset Management plc
10Y CAGR
+17.9%
Max DD
40.1%
Sharpe
0.59
AGM.US
Federal Agricultural Mortgage Corporation
10Y CAGR
+17.9%
Max DD
36.9%
Sharpe
0.71
BSVN.US
Bank7 Corp
10Y CAGR
+17.8%
Max DD
57.6%
Sharpe
0.60
0HBC.LSE
Intesa Sanpaolo SpA
10Y CAGR
+17.7%
Max DD
48.8%
Sharpe
0.61
BPOP.US
Popular Inc
10Y CAGR
+17.7%
Max DD
39.6%
Sharpe
0.68
CM.TO
Canadian Imperial Bank Of Commerce
10Y CAGR
+17.7%
Max DD
31.9%
Sharpe
0.81
PHI.LSE
Pacific Horizon Investment Trust
10Y CAGR
+17.5%
Max DD
42.3%
Sharpe
0.60
CYN.LSE
CQS Natural Resources Growth and Income plc
10Y CAGR
+17.4%
Max DD
54.1%
Sharpe
0.59
ASA.US
ASA Gold and Precious Metals Ltd
10Y CAGR
+17.1%
Max DD
49.8%
Sharpe
0.47
ALIZY.US
Allianz SE ADR
10Y CAGR
+17.1%
Max DD
37.9%
Sharpe
0.66
BK.TO
Canadian Banc Corp
10Y CAGR
+17.0%
Max DD
44.5%
Sharpe
0.66
RY.TO
Royal Bank of Canada
10Y CAGR
+16.9%
Max DD
19.4%
Sharpe
0.87
MUV2.XETRA
Münchener Rück AG
10Y CAGR
+16.9%
Max DD
30.9%
Sharpe
0.70
PSH.LSE
Pershing Square Holdings Ltd
10Y CAGR
+16.8%
Max DD
28.5%
Sharpe
0.68
CBNK.US
Capital Bancorp
10Y CAGR
+16.8%
Max DD
36.6%
Sharpe
0.61
III.LSE
3I Group PLC
10Y CAGR
+16.8%
Max DD
47.7%
Sharpe
0.62
0M6S.LSE
Allianz SE VNA O.N.
10Y CAGR
+16.5%
Max DD
28.4%
Sharpe
0.70
ALV.XETRA
Allianz SE VNA O.N.
10Y CAGR
+16.5%
Max DD
28.4%
Sharpe
0.71
ALL.US
The Allstate Corporation
10Y CAGR
+16.3%
Max DD
23.9%
Sharpe
0.67
AGF-B.TO
AGF Management Limited
10Y CAGR
+16.2%
Max DD
59.4%
Sharpe
0.56
BRWM.LSE
Blackrock World Mining Trust Plc
10Y CAGR
+16.1%
Max DD
30.5%
Sharpe
0.58
MUX.XETRA
Mutares SE & Co. KGaA
10Y CAGR
+15.8%
Max DD
93.9%
Sharpe
4.64
AFL.US
Aflac Incorporated
10Y CAGR
+15.8%
Max DD
37.2%
Sharpe
0.66
OCI.LSE
Oakley Capital Investments Limited
10Y CAGR
+15.7%
Max DD
29.0%
Sharpe
0.70
0O84.LSE
DnB Bank ASA
10Y CAGR
+15.7%
Max DD
30.1%
Sharpe
0.67
BMO.TO
Bank of Montreal
10Y CAGR
+15.6%
Max DD
32.8%
Sharpe
0.67
CET.US
Central Securities Corporation
10Y CAGR
+15.6%
Max DD
23.9%
Sharpe
0.87
INN1.XETRA
ING Groep NV
10Y CAGR
+15.2%
Max DD
66.0%
Sharpe
0.48
AIZ.US
Assurant, Inc.
10Y CAGR
+15.2%
Max DD
32.7%
Sharpe
0.65
BNY.US
The Bank of New York Mellon Corporation
10Y CAGR
+15.1%
Max DD
83.0%
Sharpe
0.50
BLK.US
BlackRock Inc
10Y CAGR
+15.0%
Max DD
40.2%
Sharpe
0.59
ACGL.US
Arch Capital Group Ltd.
10Y CAGR
+14.9%
Max DD
45.6%
Sharpe
0.58
BMO.US
Bank of Montreal
10Y CAGR
+14.9%
Max DD
35.6%
Sharpe
0.58
AUB.AU
AUB Group Ltd
10Y CAGR
+14.8%
Max DD
34.8%
Sharpe
0.53
AX.US
Axos Financial Inc
10Y CAGR
+14.8%
Max DD
56.0%
Sharpe
0.55
ICG.LSE
Intermediate Capital Group PLC
10Y CAGR
+14.7%
Max DD
53.4%
Sharpe
0.54
AJB.LSE
AJ Bell plc
10Y CAGR
+14.7%
Max DD
42.3%
Sharpe
0.50
BN.TO
Brookfield Corporation
10Y CAGR
+14.6%
Max DD
32.9%
Sharpe
0.51
BFG.AU
Bell Financial Group Ltd
10Y CAGR
+14.6%
Max DD
47.6%
Sharpe
0.49
STAN.LSE
Standard Chartered PLC
10Y CAGR
+14.5%
Max DD
56.6%
Sharpe
0.45
LSEG.LSE
London Stock Exchange Group PLC
10Y CAGR
+14.5%
Max DD
32.5%
Sharpe
0.54
CG.US
Carlyle Group Inc
10Y CAGR
+14.5%
Max DD
52.7%
Sharpe
0.49
JAM.LSE
JPMorgan American Investment Trust
10Y CAGR
+14.4%
Max DD
20.8%
Sharpe
0.71
AFG.US
American Financial Group, Inc.
10Y CAGR
+14.4%
Max DD
44.5%
Sharpe
0.62
CNO.US
CNO Financial Group Inc
10Y CAGR
+14.3%
Max DD
48.0%
Sharpe
0.58
BN.US
Brookfield Corp
10Y CAGR
+14.3%
Max DD
38.6%
Sharpe
0.48
CME.US
CME Group Inc
10Y CAGR
+14.2%
Max DD
30.9%
Sharpe
0.63
0HBY.LSE
Skandinaviska Enskilda Banken AB A
10Y CAGR
+14.0%
Max DD
36.2%
Sharpe
0.55
DWS.XETRA
DWS Group GmbH & Co. KGaA
10Y CAGR
+13.9%
Max DD
37.2%
Sharpe
0.48
BNC.LSE
Banco Santander S.A.
10Y CAGR
+13.8%
Max DD
68.5%
Sharpe
0.43
CHMG.US
Chemung Financial Corp
10Y CAGR
+13.7%
Max DD
50.8%
Sharpe
0.54
1QZ.XETRA
Coinbase Global Inc
10Y CAGR
+13.5%
Max DD
98.7%
Sharpe
102435.76
AB.US
AllianceBernstein Holding L.P.
10Y CAGR
+13.5%
Max DD
41.9%
Sharpe
0.53
AXA.XETRA
AXA SA
10Y CAGR
+13.4%
Max DD
98.7%
Sharpe
117.17
BRK-A.US
Berkshire Hathaway Inc
10Y CAGR
+13.3%
Max DD
23.2%
Sharpe
0.64
BRK-B.US
Berkshire Hathaway Inc
10Y CAGR
+13.3%
Max DD
24.3%
Sharpe
0.63
HRI.LSE
Herald Investment Trust
10Y CAGR
+13.2%
Max DD
35.6%
Sharpe
0.51
CEF.TO
Sprott Physical Gold and Silver Trust
10Y CAGR
+13.2%
Max DD
30.3%
Sharpe
0.46
HBC1.XETRA
HSBC Holdings plc
10Y CAGR
+13.1%
Max DD
55.5%
Sharpe
0.54
BRO.US
Brown & Brown Inc
10Y CAGR
+13.1%
Max DD
54.5%
Sharpe
0.57
BLX.US
Bladex Inc.
10Y CAGR
+13.0%
Max DD
59.2%
Sharpe
0.50
CB.US
Chubb Ltd
10Y CAGR
+13.0%
Max DD
32.3%
Sharpe
0.53
AXAHY.US
Axa SA ADR
10Y CAGR
+13.0%
Max DD
42.9%
Sharpe
0.47
0H6T.LSE
Swedbank AB ser A
10Y CAGR
+12.9%
Max DD
44.6%
Sharpe
0.48
JGGI.LSE
JP Morgan Global Growth & Income PLC
10Y CAGR
+12.8%
Max DD
15.7%
Sharpe
0.66
CCBG.US
Capital City Bank Group
10Y CAGR
+12.8%
Max DD
37.5%
Sharpe
0.56
HGT.LSE
HG Capital Trust PLC
10Y CAGR
+12.7%
Max DD
31.5%
Sharpe
0.54
CCB.US
Coastal Financial Corp
10Y CAGR
+12.7%
Max DD
65.1%
Sharpe
0.45
CFFI.US
C&F Financial Corporation
10Y CAGR
+12.7%
Max DD
50.0%
Sharpe
0.47
BANF.US
BancFirst Corporation
10Y CAGR
+12.7%
Max DD
46.0%
Sharpe
0.51
HNR1.XETRA
Hannover Rück SE
10Y CAGR
+12.7%
Max DD
26.9%
Sharpe
0.53
BRYN.XETRA
Berkshire Hathaway Inc
10Y CAGR
+12.7%
Max DD
22.1%
Sharpe
0.65
LWDB.LSE
Law Debenture Corp
10Y CAGR
+12.6%
Max DD
26.1%
Sharpe
0.58
CICHY.US
China Construction Bank Corp
10Y CAGR
+12.5%
Max DD
37.3%
Sharpe
0.49
HSBA.LSE
HSBC Holdings PLC
10Y CAGR
+12.4%
Max DD
55.8%
Sharpe
0.48
AV.LSE
Aviva PLC
10Y CAGR
+12.4%
Max DD
48.1%
Sharpe
0.48
HTGC.US
Hercules Capital, Inc.
10Y CAGR
+12.3%
Max DD
45.5%
Sharpe
0.44
0HAR.LSE
AXA SA
10Y CAGR
+12.3%
Max DD
42.8%
Sharpe
0.48
PAG.LSE
Paragon Banking Group PLC
10Y CAGR
+12.2%
Max DD
43.7%
Sharpe
0.45
PPET.LSE
Patria Private Equity Trust
10Y CAGR
+12.1%
Max DD
34.5%
Sharpe
0.46
AMUN.PA
Amundi SA
10Y CAGR
+12.1%
Max DD
42.0%
Sharpe
0.46
ATR.LSE
Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc
10Y CAGR
+12.1%
Max DD
26.5%
Sharpe
0.51
BAP.US
Credicorp Ltd
10Y CAGR
+12.0%
Max DD
53.9%
Sharpe
0.43
AON.US
Aon PLC
10Y CAGR
+11.9%
Max DD
31.8%
Sharpe
0.46
CHCO.US
City Holding Company
10Y CAGR
+11.9%
Max DD
27.9%
Sharpe
0.57
BKRIY.US
Bank of Ireland Group plc
10Y CAGR
+11.9%
Max DD
80.8%
Sharpe
0.43
NWG.LSE
NatWest Group PLC
10Y CAGR
+11.9%
Max DD
63.1%
Sharpe
0.43
FEV.LSE
Fidelity European Values
10Y CAGR
+11.9%
Max DD
18.4%
Sharpe
0.52
CINF.US
Cincinnati Financial Corporation
10Y CAGR
+11.8%
Max DD
48.8%
Sharpe
0.47
CNS.US
Cohen & Steers Inc
10Y CAGR
+11.8%
Max DD
40.9%
Sharpe
0.39
JAGI.LSE
JPMorgan Asia Growth & Income plc
10Y CAGR
+11.8%
Max DD
36.0%
Sharpe
0.44
BNS.TO
Bank of Nova Scotia
10Y CAGR
+11.8%
Max DD
31.4%
Sharpe
0.51
CMWAY.US
Commonwealth Bank of Australia PK
10Y CAGR
+11.8%
Max DD
32.5%
Sharpe
0.44
CACC.US
Credit Acceptance Corporation
10Y CAGR
+11.7%
Max DD
48.5%
Sharpe
0.42
HVPE.LSE
HarbourVest Global Private Equity Ltd
10Y CAGR
+11.7%
Max DD
28.6%
Sharpe
0.53
BCH.US
Banco De Chile
10Y CAGR
+11.7%
Max DD
49.6%
Sharpe
0.38
C.US
Citigroup Inc.
10Y CAGR
+11.6%
Max DD
46.9%
Sharpe
0.45
MNKS.LSE
Monks Investment Trust PLC
10Y CAGR
+11.6%
Max DD
37.3%
Sharpe
0.52
BAC.US
Bank of America Corp
10Y CAGR
+11.6%
Max DD
42.0%
Sharpe
0.50
BWFG.US
Bankwell Financial Group Inc
10Y CAGR
+11.5%
Max DD
59.3%
Sharpe
0.49
BCS.US
Barclays PLC ADR
10Y CAGR
+11.4%
Max DD
57.9%
Sharpe
0.45
INVP.LSE
Investec PLC
10Y CAGR
+11.3%
Max DD
66.8%
Sharpe
0.41
APAM.US
Artisan Partners Asset Management Inc
10Y CAGR
+11.3%
Max DD
42.6%
Sharpe
0.44
0H7O.LSE
Bankinter
10Y CAGR
+11.3%
Max DD
62.8%
Sharpe
0.39
ALW.LSE
Alliance Witan Ord
10Y CAGR
+11.2%
Max DD
23.1%
Sharpe
0.54
AEG.US
Aegon NV ADR
10Y CAGR
+11.2%
Max DD
60.9%
Sharpe
0.45
ADM.LSE
Admiral Group PLC
10Y CAGR
+11.2%
Max DD
44.6%
Sharpe
0.43
ARCC.US
Ares Capital Corporation
10Y CAGR
+11.1%
Max DD
41.1%
Sharpe
0.47
BNPQY.US
BNP Paribas SA ADR
10Y CAGR
+11.1%
Max DD
58.9%
Sharpe
0.38
BNS.US
Bank of Nova Scotia
10Y CAGR
+11.0%
Max DD
37.8%
Sharpe
0.43
SDP.LSE
Schroder Asia Pacific Fund
10Y CAGR
+11.0%
Max DD
28.4%
Sharpe
0.42
ACNB.US
ACNB Corporation
10Y CAGR
+11.0%
Max DD
46.2%
Sharpe
0.45
CFG.US
Citizens Financial Group, Inc.
10Y CAGR
+11.0%
Max DD
56.2%
Sharpe
0.47
FSV.LSE
Fidelity Special Values
10Y CAGR
+10.9%
Max DD
38.5%
Sharpe
0.46
SOI.LSE
Schroder Oriental Income Fund
10Y CAGR
+10.9%
Max DD
26.3%
Sharpe
0.46
AMG.US
Affiliated Managers Group, Inc.
10Y CAGR
+10.9%
Max DD
70.4%
Sharpe
0.41
BUI.US
BlackRock Utility & Infrastructure Trust
10Y CAGR
+10.7%
Max DD
27.9%
Sharpe
0.45
AAS.LSE
Abrdn Asia Focus PLC
10Y CAGR
+10.7%
Max DD
34.5%
Sharpe
0.41
3IN.LSE
3I Infrastructure PLC
10Y CAGR
+10.7%
Max DD
20.3%
Sharpe
0.51
0H7D.LSE
Deutsche Bank AG NA O.N.
10Y CAGR
+10.7%
Max DD
63.9%
Sharpe
0.41
DBK.XETRA
Deutsche Bank Aktiengesellschaft
10Y CAGR
+10.6%
Max DD
62.6%
Sharpe
0.41
JFJ.LSE
JPMorgan Japanese Investment Trust
10Y CAGR
+10.6%
Max DD
41.5%
Sharpe
0.38
ICGT.LSE
ICG Enterprise Trust PLC
10Y CAGR
+10.6%
Max DD
33.5%
Sharpe
0.42
TMPL.LSE
Temple Bar Investment Trust
10Y CAGR
+10.6%
Max DD
53.5%
Sharpe
0.41
BWIN.US
The Baldwin Insurance Group, Inc.
10Y CAGR
+10.6%
Max DD
61.0%
Sharpe
0.41
BARC.LSE
Barclays PLC
10Y CAGR
+10.6%
Max DD
47.6%
Sharpe
0.41
FEML.LSE
Fidelity Emerging Markets Ord
10Y CAGR
+10.5%
Max DD
38.8%
Sharpe
0.39
BOW.US
Bowhead Specialty Holdings Inc.
10Y CAGR
+10.5%
Max DD
44.8%
Sharpe
0.36
PCGH.LSE
Polar Capital Global Healthcare Trust plc
10Y CAGR
+10.5%
Max DD
19.3%
Sharpe
0.38
0HB5.LSE
BNP Paribas SA
10Y CAGR
+10.5%
Max DD
54.4%
Sharpe
0.37
BNP.PA
BNP Paribas SA
10Y CAGR
+10.4%
Max DD
54.3%
Sharpe
0.37
BNP.XETRA
BNP Paribas SA
10Y CAGR
+10.4%
Max DD
54.9%
Sharpe
0.37
CASH.US
Meta Financial Group Inc
10Y CAGR
+10.3%
Max DD
52.8%
Sharpe
0.42
ALLY.US
Ally Financial Inc
10Y CAGR
+10.3%
Max DD
56.0%
Sharpe
0.39
NAIT.LSE
The North American Income Trust plc
10Y CAGR
+10.2%
Max DD
31.3%
Sharpe
0.45
JEDT.LSE
JPMorgan Euro Small Companies Trust Plc
10Y CAGR
+10.2%
Max DD
40.1%
Sharpe
0.33
ASL.LSE
Aberforth Smaller Companies Trust PLC
10Y CAGR
+10.2%
Max DD
46.0%
Sharpe
0.36
BCML.US
BayCom Corp
10Y CAGR
+9.9%
Max DD
61.5%
Sharpe
0.38
ALRS.US
Alerus Financial Corp
10Y CAGR
+9.9%
Max DD
53.8%
Sharpe
0.36
ASIC.US
Ategrity Specialty Insurance Company Holdings
10Y CAGR
+9.9%
Max DD
21.3%
Sharpe
0.34
BSRR.US
Sierra Bancorp
10Y CAGR
+9.9%
Max DD
40.7%
Sharpe
0.43
OSB.LSE
OneSavings Bank PLC
10Y CAGR
+9.8%
Max DD
43.1%
Sharpe
0.38
MRCH.LSE
Merchants Trust PLC
10Y CAGR
+9.8%
Max DD
36.8%
Sharpe
0.42
BME.US
BlackRock Health Sciences Trust
10Y CAGR
+9.8%
Max DD
16.6%
Sharpe
0.45
CATY.US
Cathay General Bancorp
10Y CAGR
+9.7%
Max DD
45.6%
Sharpe
0.40
CFR.US
Cullen/Frost Bankers Inc
10Y CAGR
+9.6%
Max DD
48.6%
Sharpe
0.37
0HAI.LSE
Credit Agricole SA
10Y CAGR
+9.6%
Max DD
50.7%
Sharpe
0.37
ACA.PA
Credit Agricole SA
10Y CAGR
+9.6%
Max DD
51.2%
Sharpe
0.36
BGR.US
BlackRock Energy and Resources Closed Fund
10Y CAGR
+9.5%
Max DD
56.0%
Sharpe
0.35
AAIF.LSE
abrdn Asian Income Fund Limited
10Y CAGR
+9.5%
Max DD
28.3%
Sharpe
0.34
CTPE.LSE
CT Private Equity Trust PLC
10Y CAGR
+9.5%
Max DD
31.9%
Sharpe
0.33
BGC.US
BGC Group Inc.
10Y CAGR
+9.5%
Max DD
72.1%
Sharpe
0.40
JCH.LSE
JPMorgan Claverhouse Investment Trust Plc
10Y CAGR
+9.4%
Max DD
34.0%
Sharpe
0.36
BRGE.LSE
BlackRock Greater Europe Investment Trust plc
10Y CAGR
+9.3%
Max DD
40.3%
Sharpe
0.31
VEIL.LSE
Vietnam Enterprise Investments Limited
10Y CAGR
+9.3%
Max DD
33.5%
Sharpe
0.33
0J6Y.LSE
Societe Generale SA
10Y CAGR
+9.2%
Max DD
73.2%
Sharpe
0.38
AUI.AU
Australian United Investment Company Ltd
10Y CAGR
+9.1%
Max DD
26.2%
Sharpe
0.45
SAIN.LSE
Scottish American Investment Co
10Y CAGR
+9.0%
Max DD
17.5%
Sharpe
0.41
CTY.LSE
City Of London Investment Trust
10Y CAGR
+9.0%
Max DD
26.7%
Sharpe
0.39
0QP2.LSE
Zurich Insurance Group AG
10Y CAGR
+9.0%
Max DD
25.3%
Sharpe
0.36
AGO.US
Assured Guaranty Ltd
10Y CAGR
+8.9%
Max DD
55.9%
Sharpe
0.38
ANZ.AU
ANZ Group Holdings Ltd
10Y CAGR
+8.9%
Max DD
39.4%
Sharpe
0.33
CARE.US
Carter Bank and Trust
10Y CAGR
+8.8%
Max DD
71.8%
Sharpe
0.35
AIBG.LSE
AIB Group PLC
10Y CAGR
+8.7%
Max DD
84.0%
Sharpe
0.36
CBAN.US
Colony Bankcorp Inc.
10Y CAGR
+8.7%
Max DD
48.0%
Sharpe
0.35
BSAC.US
Banco Santander Chile
10Y CAGR
+8.6%
Max DD
55.1%
Sharpe
0.27
IEM.LSE
Impax Environmental Markets PLC
10Y CAGR
+8.6%
Max DD
38.2%
Sharpe
0.30
BY.US
Byline Bancorp Inc
10Y CAGR
+8.4%
Max DD
54.8%
Sharpe
0.30
MWY.LSE
Mid Wynd International Investment Trust plc
10Y CAGR
+8.4%
Max DD
21.3%
Sharpe
0.36
ANZGY.US
ANZ Group Holdings Limited
10Y CAGR
+8.4%
Max DD
49.8%
Sharpe
0.31
AD-UN.TO
Alaris Equity Partners Income Trust
10Y CAGR
+8.3%
Max DD
61.3%
Sharpe
0.37
AXS.US
AXIS Capital Holdings Ltd
10Y CAGR
+8.3%
Max DD
43.8%
Sharpe
0.31
VOF.LSE
VinaCapital Vietnam Opportunity Fund
10Y CAGR
+8.1%
Max DD
23.3%
Sharpe
0.30
HSX.LSE
Hiscox Ltd
10Y CAGR
+7.9%
Max DD
58.4%
Sharpe
0.28
AFG.AU
Australian Finance Group Ltd
10Y CAGR
+7.7%
Max DD
51.9%
Sharpe
0.29
MUT.LSE
Murray Income Trust
10Y CAGR
+7.7%
Max DD
21.3%
Sharpe
0.31
CAC.US
Camden National Corporation
10Y CAGR
+7.7%
Max DD
39.5%
Sharpe
0.33
ABCB.US
Ameris Bancorp
10Y CAGR
+7.7%
Max DD
57.4%
Sharpe
0.35
FAS.LSE
Fidelity Asian Values
10Y CAGR
+7.6%
Max DD
33.8%
Sharpe
0.24
IAD.LSE
Invesco Asia Dragon Trust plc
10Y CAGR
+7.6%
Max DD
27.8%
Sharpe
0.21
CNA.US
CNA Financial Corporation
10Y CAGR
+7.5%
Max DD
37.0%
Sharpe
0.28
BOKF.US
BOK Financial Corporation
10Y CAGR
+7.5%
Max DD
57.0%
Sharpe
0.32
HSL.LSE
Henderson Smaller Cos Inv Tst
10Y CAGR
+7.5%
Max DD
48.8%
Sharpe
0.26
BHMG.LSE
BH Macro Limited
10Y CAGR
+7.3%
Max DD
28.9%
Sharpe
0.36
CCNE.US
CNB Financial Corporation
10Y CAGR
+7.2%
Max DD
53.3%
Sharpe
0.32
BHRB.US
Burke & Herbert Financial Services Corp.
10Y CAGR
+7.1%
Max DD
43.5%
Sharpe
0.25
BGFD.LSE
Baillie Gifford Japan Trust
10Y CAGR
+7.1%
Max DD
40.3%
Sharpe
0.21
AEI.LSE
abrdn Equity Income Trust plc
10Y CAGR
+7.0%
Max DD
44.3%
Sharpe
0.27
BHB.US
Bar Harbor Bankshares Inc
10Y CAGR
+6.9%
Max DD
42.7%
Sharpe
0.31
GROW.LSE
Draper Esprit PLC
10Y CAGR
+6.9%
Max DD
79.0%
Sharpe
0.28
IGG.LSE
IG Group Holdings PLC
10Y CAGR
+6.8%
Max DD
46.7%
Sharpe
0.26
ANII.LSE
Aberdeen New India Investment Trust PLC
10Y CAGR
+6.8%
Max DD
35.4%
Sharpe
0.16
ASX.AU
ASX Ltd
10Y CAGR
+6.7%
Max DD
42.0%
Sharpe
0.23
CIVB.US
Civista Bancshares Inc
10Y CAGR
+6.7%
Max DD
47.1%
Sharpe
0.33
BIOG.LSE
The Biotech Growth Trust PLC
10Y CAGR
+6.6%
Max DD
54.6%
Sharpe
0.26
BCAL.US
Southern California Bancorp
10Y CAGR
+6.5%
Max DD
48.0%
Sharpe
0.22
POLN.LSE
Pollen Street PLC
10Y CAGR
+6.5%
Max DD
41.5%
Sharpe
0.22
BMEZ.US
BlackRock Health Sciences Trust II
10Y CAGR
+6.5%
Max DD
43.6%
Sharpe
0.20
LRE.LSE
Lancashire Holdings Ltd
10Y CAGR
+6.5%
Max DD
48.9%
Sharpe
0.21
AI.TO
Atrium Mortgage Investment Corp
10Y CAGR
+6.4%
Max DD
35.9%
Sharpe
0.22
JUSC.LSE
JPmorgan US Smaller Companies Investment Trust PLC
10Y CAGR
+6.4%
Max DD
37.5%
Sharpe
0.25
EDIN.LSE
Edinburgh Investment Trust
10Y CAGR
+6.4%
Max DD
36.3%
Sharpe
0.21
ASB.US
Associated Banc-Corp
10Y CAGR
+6.3%
Max DD
51.0%
Sharpe
0.26
AUSC.LSE
Abrdn UK Smaller Companies Growth Trust PLC
10Y CAGR
+6.3%
Max DD
49.7%
Sharpe
0.20
ARG.AU
Argo Investments Ltd
10Y CAGR
+6.2%
Max DD
22.2%
Sharpe
0.21
BANR.US
Banner Corporation
10Y CAGR
+6.2%
Max DD
46.4%
Sharpe
0.26
AVBH.US
Avidbank Holdings, Inc. Common stock
10Y CAGR
+6.0%
Max DD
48.7%
Sharpe
0.28
AAGIY.US
AIA Group Ltd ADR
10Y CAGR
+6.0%
Max DD
47.5%
Sharpe
0.18
FSG.LSE
Foresight Group Holdings Limited
10Y CAGR
+5.9%
Max DD
31.9%
Sharpe
0.19
BPRN.US
Bank Of Princeton
10Y CAGR
+5.9%
Max DD
52.2%
Sharpe
0.19
AFI.AU
Australian Foundation Investment Company Ltd
10Y CAGR
+5.8%
Max DD
19.4%
Sharpe
0.17
AXG.US
Solowin Holdings
10Y CAGR
+5.6%
Max DD
99.1%
Sharpe
76.11
CNOB.US
ConnectOne Bancorp, Inc.
10Y CAGR
+5.5%
Max DD
57.9%
Sharpe
0.29
AN3PK.AU
Australia and New Zealand Banking Group Ltd
10Y CAGR
+5.4%
Max DD
1.7%
Sharpe
0.32
BRLA.LSE
BlackRock Latin American Investment Trust plc
10Y CAGR
+5.3%
Max DD
45.3%
Sharpe
0.11
BWB.US
Bridgewater Bancshares Inc
10Y CAGR
+5.3%
Max DD
55.3%
Sharpe
0.18
BIT.US
Blackrock Multi Sector Income Closed Fund
10Y CAGR
+5.3%
Max DD
27.4%
Sharpe
0.10
STJ.LSE
St. James's Place plc
10Y CAGR
+5.2%
Max DD
71.0%
Sharpe
0.18
BLW.US
BlackRock Limited Duration Income Trust
10Y CAGR
+5.1%
Max DD
24.6%
Sharpe
0.12
AIG.US
American International Group Inc
10Y CAGR
+5.0%
Max DD
60.1%
Sharpe
0.19
BKU.US
BankUnited Inc
10Y CAGR
+5.0%
Max DD
58.1%
Sharpe
0.27
MAB1.LSE
Mortgage Advice
10Y CAGR
+5.0%
Max DD
72.2%
Sharpe
0.21
FGT.LSE
Finsbury Growth & Income Trust
10Y CAGR
+5.0%
Max DD
23.3%
Sharpe
0.07
BTZ.US
BlackRock Credit Allocation Income Trust
10Y CAGR
+4.9%
Max DD
32.8%
Sharpe
0.08
BXSL.US
Blackstone Secured Lending Fund
10Y CAGR
+4.9%
Max DD
26.7%
Sharpe
0.11
RCP.LSE
RIT Capital Partners
10Y CAGR
+4.8%
Max DD
33.5%
Sharpe
0.11
CBSH.US
Commerce Bancshares Inc
10Y CAGR
+4.8%
Max DD
40.3%
Sharpe
0.17
AUB.US
Atlantic Union Bankshares Corp
10Y CAGR
+4.8%
Max DD
45.3%
Sharpe
0.24
BCAT.US
BlackRock Capital Allocation Trust
10Y CAGR
+4.6%
Max DD
33.0%
Sharpe
0.09
BFST.US
Business First Bancshares Inc
10Y CAGR
+4.4%
Max DD
48.0%
Sharpe
0.17
BACC.US
Blue Acquisition Corp. Class A Ordinary Shares
10Y CAGR
+4.4%
Max DD
1.3%
Sharpe
-0.02
BANC.US
Banc of California, Inc.
10Y CAGR
+4.4%
Max DD
62.3%
Sharpe
0.24
BEN.AU
Bendigo and Adelaide Bank Ltd
10Y CAGR
+4.3%
Max DD
45.4%
Sharpe
0.16
BUSE.US
First Busey Corp
10Y CAGR
+4.3%
Max DD
46.6%
Sharpe
0.19
AROW.US
Arrow Financial Corporation
10Y CAGR
+4.0%
Max DD
49.9%
Sharpe
0.19
JIGI.LSE
JPMorgan India Growth & Income PLC
10Y CAGR
+3.9%
Max DD
42.7%
Sharpe
0.01
PYPL.US
PayPal Holdings Inc
10Y CAGR
+3.8%
Max DD
85.2%
Sharpe
0.15
BEAG.US
Bold Eagle Acquisition Corp. Class A Ordinary Shares
10Y CAGR
+3.8%
Max DD
2.1%
Sharpe
-0.15
CBU.US
Community Bank System Inc
10Y CAGR
+3.8%
Max DD
47.1%
Sharpe
0.18
PNL.LSE
Personal Assets Trust plc
10Y CAGR
+3.7%
Max DD
8.3%
Sharpe
-0.16
BDORY.US
Banco Do Brasil SA
10Y CAGR
+3.6%
Max DD
61.1%
Sharpe
0.19
BAM.US
Brookfield Asset Management Ltd.
10Y CAGR
+3.6%
Max DD
35.2%
Sharpe
0.22
CGBD.US
Carlyle Secured Lending Inc
10Y CAGR
+3.4%
Max DD
65.8%
Sharpe
0.17
BTT.US
Blackrock Municipal Target Term Closed Fund
10Y CAGR
+3.3%
Max DD
21.2%
Sharpe
-0.16
RAT.LSE
Rathbone Brothers PLC
10Y CAGR
+3.2%
Max DD
43.9%
Sharpe
0.08
ABCA.PA
ABC arbitrage SA
10Y CAGR
+3.0%
Max DD
44.8%
Sharpe
0.01
BMA.US
Banco Macro SA B ADR
10Y CAGR
+2.8%
Max DD
89.9%
Sharpe
0.35
BEN.US
Franklin Resources Inc
10Y CAGR
+2.8%
Max DD
55.7%
Sharpe
0.16
BBT.US
Beacon Financial Corporation
10Y CAGR
+2.7%
Max DD
75.7%
Sharpe
0.19
CCAP.US
Crescent Capital BDC Inc
10Y CAGR
+2.5%
Max DD
47.1%
Sharpe
0.08
0A6V.LSE
Nordnet AB (publ)
10Y CAGR
+2.5%
Max DD
89.9%
Sharpe
0.92
BMNR.US
BitMine Immersion Technologies, Inc.
10Y CAGR
+2.4%
Max DD
98.7%
Sharpe
1.08
CCII.US
Cohen Circle Acquisition Corp. II Class A Ordinary Shares
10Y CAGR
+2.1%
Max DD
1.2%
Sharpe
-1.00
BMRC.US
Bank of Marin Bancorp
10Y CAGR
+2.0%
Max DD
63.1%
Sharpe
0.15
AN3PJ.AU
Australia and New Zealand Banking Group Ltd
10Y CAGR
+1.8%
Max DD
97.3%
Sharpe
0.87
HYQ.XETRA
Hypoport SE
10Y CAGR
+1.7%
Max DD
96.1%
Sharpe
0.41
BOH.US
Bank of Hawaii Corporation
10Y CAGR
+1.7%
Max DD
53.0%
Sharpe
0.11
CEPF.US
Cantor Equity Partners IV, Inc.
10Y CAGR
+1.6%
Max DD
3.2%
Sharpe
-0.58
BBDC.US
Barings BDC Inc
10Y CAGR
+1.5%
Max DD
49.5%
Sharpe
-0.02
BCSF.US
Bain Capital Specialty Finance Inc
10Y CAGR
+1.3%
Max DD
54.2%
Sharpe
0.06
BDOUY.US
BDO Unibank Inc ADR
10Y CAGR
+1.1%
Max DD
43.9%
Sharpe
0.04
BCBP.US
BCB Bancorp Inc
10Y CAGR
+1.1%
Max DD
53.2%
Sharpe
0.03
CION.US
Cion Investment Corp
10Y CAGR
+0.9%
Max DD
43.9%
Sharpe
0.06
BOLSY.US
B3 S.A. - Brasil Bolsa Balcão
10Y CAGR
+0.8%
Max DD
50.4%
Sharpe
0.18
AEXA.US
American Exceptionalism Acquisition Corp. A
10Y CAGR
+0.5%
Max DD
7.0%
Sharpe
-0.26
ACIC.US
American Coastal Insurance Corp
10Y CAGR
+0.3%
Max DD
98.4%
Sharpe
0.26
BSBR.US
Banco Santander Brasil SA ADR
10Y CAGR
+0.2%
Max DD
62.1%
Sharpe
0.10
BBAR.US
BBVA Banco Frances SA ADR
10Y CAGR
+0.1%
Max DD
90.1%
Sharpe
0.30
CFFN.US
Capitol Federal Financial Inc
10Y CAGR
-0.2%
Max DD
56.9%
Sharpe
-0.03
STB.LSE
Secure Trust Bank PLC
10Y CAGR
-0.4%
Max DD
78.4%
Sharpe
0.10
BBD.US
Banco Bradesco SA ADR
10Y CAGR
-0.6%
Max DD
68.6%
Sharpe
0.06
BNT.TO
Brookfield Wealth Solutions Ltd.
10Y CAGR
-0.8%
Max DD
45.7%
Sharpe
0.01
PRU.LSE
Prudential plc
10Y CAGR
-1.4%
Max DD
57.4%
Sharpe
0.00
ABX.US
Abacus Global Management, Inc.
10Y CAGR
-1.5%
Max DD
59.7%
Sharpe
0.13
BFH.US
Bread Financial Holdings, Inc.
10Y CAGR
-1.6%
Max DD
86.3%
Sharpe
0.18
CRE.LSE
Conduit Holdings Ltd
10Y CAGR
-2.2%
Max DD
49.2%
Sharpe
-0.12
PBB.XETRA
Deutsche Pfandbriefbank AG
10Y CAGR
-2.6%
Max DD
98.8%
Sharpe
2.21
SOFI.US
SoFi Technologies Inc.
10Y CAGR
-2.6%
Max DD
77.1%
Sharpe
0.21
FCIT.LSE
F&C Investment Trust PLC
10Y CAGR
-2.7%
Max DD
74.3%
Sharpe
-0.01
AMP.AU
AMP Ltd
10Y CAGR
-3.0%
Max DD
81.5%
Sharpe
-0.03
CLBK.US
Columbia Financial Inc
10Y CAGR
-4.2%
Max DD
51.4%
Sharpe
-0.14
BUR.US
Burford Capital Ltd
10Y CAGR
-4.5%
Max DD
85.7%
Sharpe
0.08
BHF.US
Brighthouse Financial, Inc.
10Y CAGR
-4.5%
Max DD
63.4%
Sharpe
-0.07
AMSF.US
AMERISAFE Inc
10Y CAGR
-4.7%
Max DD
59.2%
Sharpe
-0.22
AFRM.US
Affirm Holdings Inc
10Y CAGR
-4.9%
Max DD
94.0%
Sharpe
0.38
BTX.US
BlackRock Technology and Private Equity Term Trust
10Y CAGR
-5.7%
Max DD
63.7%
Sharpe
-0.24
BRBS.US
Blue Ridge Bankshares Inc
10Y CAGR
-6.3%
Max DD
85.9%
Sharpe
-0.19
CBG.LSE
Close Brothers Group plc
10Y CAGR
-8.5%
Max DD
83.7%
Sharpe
-0.16
2PP.XETRA
PayPal Holdings Inc
10Y CAGR
-8.9%
Max DD
99.3%
Sharpe
843.52
BRSC.LSE
Blackrock Smaller Companies Trust PLC
10Y CAGR
-9.3%
Max DD
85.8%
Sharpe
-0.11
AAME.US
Atlantic American Corporation
10Y CAGR
-11.4%
Max DD
73.5%
Sharpe
-0.12
AMTD.US
AMTD IDEA Group
10Y CAGR
-12.2%
Max DD
98.6%
Sharpe
1.53
GLJ.XETRA
Grenke AG
10Y CAGR
-12.9%
Max DD
96.5%
Sharpe
0.13
CLSK.US
CleanSpark Inc
10Y CAGR
-13.6%
Max DD
98.0%
Sharpe
0.53
BTBT.US
Bit Digital Inc
10Y CAGR
-16.7%
Max DD
97.3%
Sharpe
0.57
CGT.LSE
Capital Gearing Trust
10Y CAGR
-17.2%
Max DD
90.0%
Sharpe
-0.31
CD.US
Chaince Digital Holdings Inc.
10Y CAGR
-21.0%
Max DD
99.2%
Sharpe
0.54
ARX.US
Accelerant Holdings
10Y CAGR
-23.1%
Max DD
57.8%
Sharpe
0.02
MLP.XETRA
MLP SE
10Y CAGR
-36.0%
Max DD
66.5%
Sharpe
-0.24
ASST.US
Strive, Inc.
10Y CAGR
-40.4%
Max DD
95.4%
Sharpe
1.80
BETR.US
Better Home & Finance Holding Company
10Y CAGR
-43.2%
Max DD
99.6%
Sharpe
0.55
ATII.US
Archimedes Tech SPAC Partners II Co. Ordinary Shares
10Y CAGR
-44.5%
Max DD
62.9%
Sharpe
-0.70
BRR.US
ProCap Financial, Inc.
10Y CAGR
-51.3%
Max DD
85.5%
Sharpe
-0.15
ABTC.US
American Bitcoin Corp
10Y CAGR
-59.6%
Max DD
100.0%
Sharpe
0.26
ALCBI.PA
Crypto Blockchain Industries SA
10Y CAGR
-60.7%
Max DD
99.7%
Sharpe
0.56
BCAR.US
D. Boral ARC Acquisition I Corp. Class A Ordinary Shares
10Y CAGR
-62.5%
Max DD
83.1%
Sharpe
-0.39
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