Financial Services Stocks
Historical analysis and risk data for 347 Financial Services stocks. Use the search bar to filter instantly.
SHAW.LSE
Shawbrook Group PLC
10Y CAGR
+104.1%
Max DD
84.7%
Sharpe
150.58
AMTB.US
Amerant Bancorp Inc.
10Y CAGR
+103.2%
Max DD
57.8%
Sharpe
1155.64
NBPE.LSE
NB Private Equity Partners Ltd
10Y CAGR
+70.4%
Max DD
43.5%
Sharpe
18.96
BACA.US
Berenson Acquisition Corp I
10Y CAGR
+69.6%
Max DD
57.7%
Sharpe
1.60
AN3PI.AU
Australia and New Zealand Banking Group Ltd
10Y CAGR
+56.3%
Max DD
49.8%
Sharpe
0.99
AVBC.US
Avidia Bancorp, Inc.
10Y CAGR
+50.4%
Max DD
8.2%
Sharpe
2.48
ANTIN.PA
Antin IP SA
10Y CAGR
+44.2%
Max DD
69.9%
Sharpe
1.72
ATLC.US
Atlanticus Holdings Corporation
10Y CAGR
+43.7%
Max DD
66.8%
Sharpe
1.02
PLUS.LSE
Plus500 Ltd
10Y CAGR
+30.5%
Max DD
68.1%
Sharpe
0.88
CRIN.XETRA
UniCredit SpA
10Y CAGR
+28.4%
Max DD
59.9%
Sharpe
0.83
ARES.US
Ares Management LP
10Y CAGR
+26.9%
Max DD
43.2%
Sharpe
0.90
CF.TO
Canaccord Genuity Group Inc
10Y CAGR
+26.9%
Max DD
54.2%
Sharpe
0.64
APO.US
Apollo Global Management LLC Class A
10Y CAGR
+26.1%
Max DD
39.2%
Sharpe
0.84
BRK.TO
Berkshire Hathaway CDR (CAD Hedged)
10Y CAGR
+26.0%
Max DD
48.5%
Sharpe
0.52
FTK.XETRA
flatexDEGIRO AG
10Y CAGR
+25.9%
Max DD
77.7%
Sharpe
0.77
CAIXY.US
Caixabank SA ADR
10Y CAGR
+25.1%
Max DD
95.9%
Sharpe
1.93
ATT.LSE
Allianz Technology Trust PLC
10Y CAGR
+24.8%
Max DD
41.0%
Sharpe
0.98
AAVMY.US
ABN AMRO Bank N.V
10Y CAGR
+23.8%
Max DD
56.3%
Sharpe
0.77
CBK.XETRA
Commerzbank AG
10Y CAGR
+23.0%
Max DD
74.3%
Sharpe
0.48
BX.US
Blackstone Group Inc
10Y CAGR
+23.0%
Max DD
45.1%
Sharpe
0.74
BBVA.US
Banco Bilbao Viscaya Argentaria SA ADR
10Y CAGR
+22.8%
Max DD
66.1%
Sharpe
0.72
PCT.LSE
Polar Capital Technology Trust
10Y CAGR
+22.8%
Max DD
36.8%
Sharpe
0.94
AGM.US
Federal Agricultural Mortgage Corporation
10Y CAGR
+22.8%
Max DD
36.9%
Sharpe
0.77
ACT.US
Enact Holdings Inc
10Y CAGR
+22.8%
Max DD
12.7%
Sharpe
1.02
AGF-B.TO
AGF Management Limited
10Y CAGR
+22.7%
Max DD
59.4%
Sharpe
0.72
GOLD.US
Gold.com, Inc.
10Y CAGR
+22.2%
Max DD
58.1%
Sharpe
0.62
ARZGY.US
Assicurazioni Generali SpA ADR
10Y CAGR
+21.9%
Max DD
36.7%
Sharpe
0.83
JPM.US
JPMorgan Chase & Co
10Y CAGR
+21.5%
Max DD
37.1%
Sharpe
0.85
AAMI.US
Acadian Asset Management Inc
10Y CAGR
+21.5%
Max DD
61.5%
Sharpe
0.66
AMP.US
Ameriprise Financial Inc
10Y CAGR
+21.2%
Max DD
38.1%
Sharpe
0.74
JTC.LSE
JTC PLC
10Y CAGR
+20.5%
Max DD
35.1%
Sharpe
0.70
BAM.TO
Brookfield Asset Management Ltd
10Y CAGR
+20.1%
Max DD
26.6%
Sharpe
0.71
TLX.XETRA
Talanx AG
10Y CAGR
+20.0%
Max DD
41.3%
Sharpe
0.83
LUS1.XETRA
Lang & Schwarz Aktiengesellschaft
10Y CAGR
+20.0%
Max DD
48.9%
Sharpe
0.54
AXP.US
American Express Company
10Y CAGR
+20.0%
Max DD
34.1%
Sharpe
0.74
MA.US
Mastercard Inc
10Y CAGR
+20.0%
Max DD
26.2%
Sharpe
0.85
BGEO.LSE
Lion Finance Group PLC
10Y CAGR
+19.9%
Max DD
69.3%
Sharpe
0.65
BPOP.US
Popular Inc
10Y CAGR
+19.9%
Max DD
39.6%
Sharpe
0.76
BFC.US
Bank First National Corp
10Y CAGR
+19.8%
Max DD
27.6%
Sharpe
0.78
AMAL.US
Amalgamated Bank
10Y CAGR
+19.7%
Max DD
48.9%
Sharpe
0.64
AJG.US
Arthur J Gallagher & Co
10Y CAGR
+19.7%
Max DD
41.7%
Sharpe
0.83
BK.TO
Canadian Banc Corp
10Y CAGR
+19.6%
Max DD
44.5%
Sharpe
0.80
III.LSE
3I Group PLC
10Y CAGR
+19.5%
Max DD
47.7%
Sharpe
0.74
TBCG.LSE
TBC Bank Group PLC
10Y CAGR
+19.5%
Max DD
57.9%
Sharpe
0.68
BKHYY.US
Bank Hapoalim ADR
10Y CAGR
+19.4%
Max DD
37.9%
Sharpe
0.79
AEF.AU
Australian Ethical Investment Ltd
10Y CAGR
+19.3%
Max DD
81.3%
Sharpe
0.61
TAM.LSE
Tatton Asset Management plc
10Y CAGR
+19.2%
Max DD
40.1%
Sharpe
0.63
AII.US
American Integrity Insurance Group, Inc.
10Y CAGR
+18.8%
Max DD
31.3%
Sharpe
0.62
BCDRF.US
Banco Santander S.A
10Y CAGR
+18.8%
Max DD
70.6%
Sharpe
0.59
CBC.US
Central Bancompany, Inc. Class A Common Stock
10Y CAGR
+18.7%
Max DD
33.9%
Sharpe
0.96
AIBGY.US
AIB Group plc
10Y CAGR
+18.6%
Max DD
75.4%
Sharpe
0.60
CGEO.LSE
Georgia Capital PLC
10Y CAGR
+18.5%
Max DD
68.8%
Sharpe
0.62
CM.US
Canadian Imperial Bank Of Commerce
10Y CAGR
+18.4%
Max DD
38.4%
Sharpe
0.73
CM.TO
Canadian Imperial Bank Of Commerce
10Y CAGR
+18.3%
Max DD
31.9%
Sharpe
0.82
RY.TO
Royal Bank of Canada
10Y CAGR
+18.3%
Max DD
19.4%
Sharpe
0.94
ALIZY.US
Allianz SE ADR
10Y CAGR
+18.3%
Max DD
37.9%
Sharpe
0.71
CBOE.US
Cboe Global Markets Inc
10Y CAGR
+18.2%
Max DD
37.4%
Sharpe
0.67
POLR.LSE
Polar Capital Holdings plc
10Y CAGR
+18.0%
Max DD
48.8%
Sharpe
0.59
BNY.US
The Bank of New York Mellon Corporation
10Y CAGR
+17.9%
Max DD
83.0%
Sharpe
0.51
ALV.XETRA
Allianz SE VNA O.N.
10Y CAGR
+17.9%
Max DD
28.4%
Sharpe
0.76
INN1.XETRA
ING Groep NV
10Y CAGR
+17.7%
Max DD
66.0%
Sharpe
0.54
CFBK.US
CF Bankshares Inc
10Y CAGR
+17.5%
Max DD
35.2%
Sharpe
0.63
BAC.US
Bank of America Corp
10Y CAGR
+17.4%
Max DD
42.0%
Sharpe
0.64
CYN.LSE
CQS Natural Resources Growth and Income plc
10Y CAGR
+17.3%
Max DD
54.1%
Sharpe
0.60
BRWM.LSE
Blackrock World Mining Trust Plc
10Y CAGR
+17.3%
Max DD
30.5%
Sharpe
0.65
BNC.LSE
Banco Santander S.A.
10Y CAGR
+17.2%
Max DD
68.5%
Sharpe
0.59
CIB.US
Grupo Cibest S.A.
10Y CAGR
+17.2%
Max DD
53.7%
Sharpe
0.61
PHI.LSE
Pacific Horizon Investment Trust
10Y CAGR
+17.2%
Max DD
42.3%
Sharpe
0.68
V.US
Visa Inc. Class A
10Y CAGR
+17.1%
Max DD
27.3%
Sharpe
0.77
ALL.US
The Allstate Corporation
10Y CAGR
+17.1%
Max DD
23.9%
Sharpe
0.70
PSH.LSE
Pershing Square Holdings Ltd
10Y CAGR
+17.0%
Max DD
28.5%
Sharpe
0.68
ICG.LSE
Intermediate Capital Group PLC
10Y CAGR
+16.8%
Max DD
53.4%
Sharpe
0.56
3V64.XETRA
Visa Inc
10Y CAGR
+16.8%
Max DD
23.9%
Sharpe
0.77
DB1.XETRA
Deutsche Börse AG
10Y CAGR
+16.8%
Max DD
24.8%
Sharpe
0.70
MUV2.XETRA
Münchener Rück AG
10Y CAGR
+16.7%
Max DD
30.9%
Sharpe
0.76
HBC1.XETRA
HSBC Holdings plc
10Y CAGR
+16.7%
Max DD
55.5%
Sharpe
0.72
CASH.US
Meta Financial Group Inc
10Y CAGR
+16.7%
Max DD
52.8%
Sharpe
0.56
BMO.TO
Bank of Montreal
10Y CAGR
+16.4%
Max DD
32.8%
Sharpe
0.70
AFL.US
Aflac Incorporated
10Y CAGR
+16.3%
Max DD
37.2%
Sharpe
0.66
CG.US
Carlyle Group Inc
10Y CAGR
+16.3%
Max DD
52.7%
Sharpe
0.50
AX.US
Axos Financial Inc
10Y CAGR
+16.3%
Max DD
56.0%
Sharpe
0.60
OCI.LSE
Oakley Capital Investments Limited
10Y CAGR
+16.2%
Max DD
29.0%
Sharpe
0.76
HSBA.LSE
HSBC Holdings PLC
10Y CAGR
+16.2%
Max DD
55.8%
Sharpe
0.72
AEG.US
Aegon NV ADR
10Y CAGR
+16.0%
Max DD
60.9%
Sharpe
0.53
BCS.US
Barclays PLC ADR
10Y CAGR
+16.0%
Max DD
57.9%
Sharpe
0.56
CNO.US
CNO Financial Group Inc
10Y CAGR
+16.0%
Max DD
48.0%
Sharpe
0.51
CCBG.US
Capital City Bank Group
10Y CAGR
+15.9%
Max DD
37.5%
Sharpe
0.59
BSVN.US
Bank7 Corp
10Y CAGR
+15.8%
Max DD
57.6%
Sharpe
0.55
BCY.XETRA
Barclays PLC
10Y CAGR
+15.8%
Max DD
55.1%
Sharpe
0.54
SMT.LSE
Scottish Mortgage Investment Trust plc
10Y CAGR
+15.8%
Max DD
57.9%
Sharpe
0.64
CFG.US
Citizens Financial Group, Inc.
10Y CAGR
+15.6%
Max DD
56.2%
Sharpe
0.56
PAG.LSE
Paragon Banking Group PLC
10Y CAGR
+15.6%
Max DD
43.7%
Sharpe
0.57
CBNK.US
Capital Bancorp
10Y CAGR
+15.5%
Max DD
36.6%
Sharpe
0.56
BNP.XETRA
BNP Paribas SA
10Y CAGR
+15.5%
Max DD
54.9%
Sharpe
0.51
STAN.LSE
Standard Chartered PLC
10Y CAGR
+15.5%
Max DD
56.6%
Sharpe
0.53
BARC.LSE
Barclays PLC
10Y CAGR
+15.5%
Max DD
47.6%
Sharpe
0.55
DWS.XETRA
DWS Group GmbH & Co. KGaA
10Y CAGR
+15.5%
Max DD
37.2%
Sharpe
0.54
AJB.LSE
AJ Bell plc
10Y CAGR
+15.4%
Max DD
42.3%
Sharpe
0.52
BRO.US
Brown & Brown Inc
10Y CAGR
+15.4%
Max DD
54.5%
Sharpe
0.60
BNPQY.US
BNP Paribas SA ADR
10Y CAGR
+15.4%
Max DD
58.9%
Sharpe
0.52
CET.US
Central Securities Corporation
10Y CAGR
+15.4%
Max DD
23.9%
Sharpe
0.82
BMO.US
Bank of Montreal
10Y CAGR
+15.3%
Max DD
35.6%
Sharpe
0.59
AXAHY.US
Axa SA ADR
10Y CAGR
+15.3%
Max DD
42.9%
Sharpe
0.55
ACGL.US
Arch Capital Group Ltd.
10Y CAGR
+15.2%
Max DD
45.6%
Sharpe
0.61
BN.TO
Brookfield Corporation
10Y CAGR
+15.2%
Max DD
32.9%
Sharpe
0.56
BEZ.LSE
Beazley plc
10Y CAGR
+15.1%
Max DD
52.0%
Sharpe
0.52
BNP.PA
BNP Paribas SA
10Y CAGR
+15.1%
Max DD
54.3%
Sharpe
0.51
JAM.LSE
JPMorgan American Investment Trust
10Y CAGR
+15.0%
Max DD
20.8%
Sharpe
0.73
AFG.US
American Financial Group, Inc.
10Y CAGR
+14.9%
Max DD
44.5%
Sharpe
0.59
BFG.AU
Bell Financial Group Ltd
10Y CAGR
+14.8%
Max DD
47.6%
Sharpe
0.58
BLX.US
Foreign Trade Bank of Latin America Inc
10Y CAGR
+14.6%
Max DD
59.2%
Sharpe
0.55
BLK.US
BlackRock Inc
10Y CAGR
+14.6%
Max DD
40.2%
Sharpe
0.53
BN.US
Brookfield Corp
10Y CAGR
+14.5%
Max DD
38.6%
Sharpe
0.51
CHCO.US
City Holding Company
10Y CAGR
+14.5%
Max DD
27.9%
Sharpe
0.64
CIHKY.US
China Merchants Bank Co Ltd
10Y CAGR
+14.4%
Max DD
62.3%
Sharpe
0.52
C.US
Citigroup Inc.
10Y CAGR
+14.4%
Max DD
46.9%
Sharpe
0.51
BANF.US
BancFirst Corporation
10Y CAGR
+14.3%
Max DD
46.0%
Sharpe
0.55
MUX.XETRA
Mutares SE & Co. KGaA
10Y CAGR
+14.3%
Max DD
93.9%
Sharpe
4.63
AB.US
AllianceBernstein Holding L.P.
10Y CAGR
+14.2%
Max DD
41.9%
Sharpe
0.51
AIZ.US
Assurant, Inc.
10Y CAGR
+14.2%
Max DD
32.7%
Sharpe
0.62
ACA.PA
Credit Agricole SA
10Y CAGR
+14.2%
Max DD
51.2%
Sharpe
0.53
LSEG.LSE
London Stock Exchange Group PLC
10Y CAGR
+14.1%
Max DD
32.5%
Sharpe
0.55
CME.US
CME Group Inc
10Y CAGR
+14.0%
Max DD
30.9%
Sharpe
0.58
OSB.LSE
OneSavings Bank PLC
10Y CAGR
+14.0%
Max DD
43.1%
Sharpe
0.54
CHMG.US
Chemung Financial Corp
10Y CAGR
+13.9%
Max DD
50.8%
Sharpe
0.46
HRI.LSE
Herald Investment Trust
10Y CAGR
+13.9%
Max DD
35.6%
Sharpe
0.58
BSTZ.US
BlackRock Science and Technology Trust II
10Y CAGR
+13.9%
Max DD
55.9%
Sharpe
0.49
DBK.XETRA
Deutsche Bank Aktiengesellschaft
10Y CAGR
+13.8%
Max DD
62.6%
Sharpe
0.45
AGO.US
Assured Guaranty Ltd
10Y CAGR
+13.8%
Max DD
55.9%
Sharpe
0.49
NWG.LSE
NatWest Group PLC
10Y CAGR
+13.8%
Max DD
63.1%
Sharpe
0.45
AUB.AU
AUB Group Ltd
10Y CAGR
+13.8%
Max DD
34.8%
Sharpe
0.52
AON.US
Aon PLC
10Y CAGR
+13.8%
Max DD
25.1%
Sharpe
0.57
BRK-A.US
Berkshire Hathaway Inc
10Y CAGR
+13.7%
Max DD
23.2%
Sharpe
0.60
BWFG.US
Bankwell Financial Group Inc
10Y CAGR
+13.7%
Max DD
59.3%
Sharpe
0.52
APAM.US
Artisan Partners Asset Management Inc
10Y CAGR
+13.7%
Max DD
42.6%
Sharpe
0.45
BRK-B.US
Berkshire Hathaway Inc
10Y CAGR
+13.7%
Max DD
24.3%
Sharpe
0.60
LWDB.LSE
Law Debenture Corp
10Y CAGR
+13.7%
Max DD
26.1%
Sharpe
0.64
BAP.US
Credicorp Ltd
10Y CAGR
+13.7%
Max DD
53.9%
Sharpe
0.44
1QZ.XETRA
Coinbase Global Inc
10Y CAGR
+13.6%
Max DD
98.7%
Sharpe
137206.01
ASA.US
ASA Gold and Precious Metals Ltd
10Y CAGR
+13.6%
Max DD
49.8%
Sharpe
0.42
JGGI.LSE
JP Morgan Global Growth & Income PLC
10Y CAGR
+13.5%
Max DD
15.7%
Sharpe
0.75
CMWAY.US
Commonwealth Bank of Australia PK
10Y CAGR
+13.3%
Max DD
32.5%
Sharpe
0.47
BRYN.XETRA
Berkshire Hathaway Inc
10Y CAGR
+13.2%
Max DD
22.1%
Sharpe
0.59
INVP.LSE
Investec PLC
10Y CAGR
+13.1%
Max DD
66.8%
Sharpe
0.47
BCH.US
Banco De Chile
10Y CAGR
+12.9%
Max DD
49.6%
Sharpe
0.47
CB.US
Chubb Ltd
10Y CAGR
+12.9%
Max DD
32.3%
Sharpe
0.53
IGG.LSE
IG Group Holdings PLC
10Y CAGR
+12.8%
Max DD
46.7%
Sharpe
0.47
HVPE.LSE
HarbourVest Global Private Equity Ltd
10Y CAGR
+12.8%
Max DD
28.6%
Sharpe
0.62
HGT.LSE
HG Capital Trust PLC
10Y CAGR
+12.6%
Max DD
31.5%
Sharpe
0.63
ACNB.US
ACNB Corporation
10Y CAGR
+12.6%
Max DD
46.2%
Sharpe
0.46
AMUN.PA
Amundi SA
10Y CAGR
+12.5%
Max DD
42.0%
Sharpe
0.53
PPET.LSE
Patria Private Equity Trust
10Y CAGR
+12.5%
Max DD
34.5%
Sharpe
0.57
CEF.TO
Sprott Physical Gold and Silver Trust
10Y CAGR
+12.4%
Max DD
25.8%
Sharpe
0.48
ATR.LSE
Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc
10Y CAGR
+12.4%
Max DD
26.5%
Sharpe
0.61
AV.LSE
Aviva PLC
10Y CAGR
+12.3%
Max DD
48.1%
Sharpe
0.53
HTGC.US
Hercules Capital, Inc.
10Y CAGR
+12.1%
Max DD
45.5%
Sharpe
0.44
MNKS.LSE
Monks Investment Trust PLC
10Y CAGR
+12.1%
Max DD
37.3%
Sharpe
0.59
HNR1.XETRA
Hannover Rück SE
10Y CAGR
+12.0%
Max DD
26.9%
Sharpe
0.53
CCB.US
Coastal Financial Corp
10Y CAGR
+11.9%
Max DD
65.2%
Sharpe
0.44
JAGI.LSE
JPMorgan Asia Growth & Income plc
10Y CAGR
+11.9%
Max DD
36.0%
Sharpe
0.54
FEV.LSE
Fidelity European Values
10Y CAGR
+11.8%
Max DD
18.4%
Sharpe
0.58
FSV.LSE
Fidelity Special Values
10Y CAGR
+11.8%
Max DD
38.5%
Sharpe
0.49
CTPE.LSE
CT Private Equity Trust PLC
10Y CAGR
+11.8%
Max DD
31.9%
Sharpe
0.46
CICHY.US
China Construction Bank Corp
10Y CAGR
+11.8%
Max DD
37.3%
Sharpe
0.50
BSRR.US
Sierra Bancorp
10Y CAGR
+11.8%
Max DD
40.7%
Sharpe
0.42
CFR.US
Cullen/Frost Bankers Inc
10Y CAGR
+11.7%
Max DD
48.6%
Sharpe
0.44
CINF.US
Cincinnati Financial Corporation
10Y CAGR
+11.7%
Max DD
48.8%
Sharpe
0.43
BNS.TO
Bank of Nova Scotia
10Y CAGR
+11.7%
Max DD
31.4%
Sharpe
0.52
ICGT.LSE
ICG Enterprise Trust PLC
10Y CAGR
+11.5%
Max DD
33.5%
Sharpe
0.49
ALLY.US
Ally Financial Inc
10Y CAGR
+11.5%
Max DD
56.0%
Sharpe
0.43
ARCC.US
Ares Capital Corporation
10Y CAGR
+11.4%
Max DD
41.1%
Sharpe
0.49
CNS.US
Cohen & Steers Inc
10Y CAGR
+11.4%
Max DD
40.9%
Sharpe
0.38
BGC.US
BGC Group Inc.
10Y CAGR
+11.3%
Max DD
72.1%
Sharpe
0.40
ABCB.US
Ameris Bancorp
10Y CAGR
+11.2%
Max DD
57.4%
Sharpe
0.40
NAIT.LSE
The North American Income Trust plc
10Y CAGR
+11.1%
Max DD
31.3%
Sharpe
0.48
ALW.LSE
Alliance Witan Ord
10Y CAGR
+11.1%
Max DD
23.1%
Sharpe
0.56
CBAN.US
Colony Bankcorp Inc.
10Y CAGR
+11.0%
Max DD
48.0%
Sharpe
0.38
SOI.LSE
Schroder Oriental Income Fund
10Y CAGR
+10.9%
Max DD
26.3%
Sharpe
0.50
CATY.US
Cathay General Bancorp
10Y CAGR
+10.9%
Max DD
45.6%
Sharpe
0.39
CACC.US
Credit Acceptance Corporation
10Y CAGR
+10.9%
Max DD
48.5%
Sharpe
0.41
SDP.LSE
Schroder Asia Pacific Fund
10Y CAGR
+10.9%
Max DD
28.4%
Sharpe
0.49
TMPL.LSE
Temple Bar Investment Trust
10Y CAGR
+10.9%
Max DD
53.5%
Sharpe
0.41
BUI.US
BlackRock Utility & Infrastructure Trust
10Y CAGR
+10.7%
Max DD
27.9%
Sharpe
0.41
BNS.US
Bank of Nova Scotia
10Y CAGR
+10.6%
Max DD
37.8%
Sharpe
0.42
FEML.LSE
Fidelity Emerging Markets Ord
10Y CAGR
+10.6%
Max DD
38.8%
Sharpe
0.45
BCML.US
BayCom Corp
10Y CAGR
+10.5%
Max DD
61.5%
Sharpe
0.37
JFJ.LSE
JPMorgan Japanese Investment Trust
10Y CAGR
+10.4%
Max DD
41.5%
Sharpe
0.39
BSAC.US
Banco Santander Chile
10Y CAGR
+10.4%
Max DD
55.1%
Sharpe
0.36
AAS.LSE
Abrdn Asia Focus PLC
10Y CAGR
+10.3%
Max DD
34.5%
Sharpe
0.43
ADM.LSE
Admiral Group PLC
10Y CAGR
+10.3%
Max DD
44.6%
Sharpe
0.37
CARE.US
Carter Bank and Trust
10Y CAGR
+10.3%
Max DD
71.8%
Sharpe
0.36
AMG.US
Affiliated Managers Group, Inc.
10Y CAGR
+10.2%
Max DD
70.4%
Sharpe
0.34
3IN.LSE
3I Infrastructure PLC
10Y CAGR
+10.2%
Max DD
20.3%
Sharpe
0.49
ALRS.US
Alerus Financial Corp
10Y CAGR
+10.2%
Max DD
53.8%
Sharpe
0.35
MRCH.LSE
Merchants Trust PLC
10Y CAGR
+10.2%
Max DD
36.8%
Sharpe
0.41
CIVB.US
Civista Bancshares Inc
10Y CAGR
+10.2%
Max DD
47.1%
Sharpe
0.36
JCH.LSE
JPMorgan Claverhouse Investment Trust Plc
10Y CAGR
+10.1%
Max DD
34.0%
Sharpe
0.40
BOKF.US
BOK Financial Corporation
10Y CAGR
+10.1%
Max DD
57.0%
Sharpe
0.38
ASIC.US
Ategrity Specialty Insurance Company Holdings
10Y CAGR
+10.0%
Max DD
21.3%
Sharpe
0.34
CAC.US
Camden National Corporation
10Y CAGR
+10.0%
Max DD
39.5%
Sharpe
0.39
AXS.US
AXIS Capital Holdings Ltd
10Y CAGR
+9.9%
Max DD
43.8%
Sharpe
0.34
CNA.US
CNA Financial Corporation
10Y CAGR
+9.8%
Max DD
37.0%
Sharpe
0.41
PCGH.LSE
Polar Capital Global Healthcare Trust plc
10Y CAGR
+9.6%
Max DD
19.3%
Sharpe
0.39
JEDT.LSE
JPMorgan Euro Small Companies Trust Plc
10Y CAGR
+9.6%
Max DD
40.1%
Sharpe
0.36
BRGE.LSE
BlackRock Greater Europe Investment Trust plc
10Y CAGR
+9.5%
Max DD
40.3%
Sharpe
0.38
AAIF.LSE
abrdn Asian Income Fund Limited
10Y CAGR
+9.4%
Max DD
28.3%
Sharpe
0.39
AD-UN.TO
Alaris Equity Partners Income Trust
10Y CAGR
+9.3%
Max DD
61.3%
Sharpe
0.35
SAIN.LSE
Scottish American Investment Co
10Y CAGR
+9.2%
Max DD
17.5%
Sharpe
0.47
VEIL.LSE
Vietnam Enterprise Investments Limited
10Y CAGR
+9.2%
Max DD
33.5%
Sharpe
0.39
BCAL.US
Southern California Bancorp Common Stock
10Y CAGR
+9.1%
Max DD
48.0%
Sharpe
0.32
BME.US
BlackRock Health Sciences Trust
10Y CAGR
+9.1%
Max DD
16.6%
Sharpe
0.34
MAB1.LSE
Mortgage Advice
10Y CAGR
+9.0%
Max DD
62.1%
Sharpe
0.37
AFG.AU
Australian Finance Group Ltd
10Y CAGR
+9.0%
Max DD
51.1%
Sharpe
0.36
EOT.LSE
European Opportunities Trust plc
10Y CAGR
+8.9%
Max DD
27.3%
Sharpe
0.29
BENPI.AU
Bendigo and Adelaide Bank Ltd
10Y CAGR
+8.8%
Max DD
93.5%
Sharpe
1.04
BIOG.LSE
The Biotech Growth Trust PLC
10Y CAGR
+8.8%
Max DD
54.6%
Sharpe
0.30
BY.US
Byline Bancorp Inc
10Y CAGR
+8.7%
Max DD
54.8%
Sharpe
0.31
CTY.LSE
City Of London Investment Trust
10Y CAGR
+8.7%
Max DD
26.7%
Sharpe
0.40
FAS.LSE
Fidelity Asian Values
10Y CAGR
+8.7%
Max DD
33.8%
Sharpe
0.39
BHB.US
Bar Harbor Bankshares Inc
10Y CAGR
+8.7%
Max DD
42.7%
Sharpe
0.29
AUI.AU
Australian United Investment Company Ltd
10Y CAGR
+8.6%
Max DD
26.2%
Sharpe
0.39
IEM.LSE
Impax Environmental Markets PLC
10Y CAGR
+8.6%
Max DD
38.2%
Sharpe
0.36
AIBG.LSE
AIB Group PLC
10Y CAGR
+8.6%
Max DD
84.0%
Sharpe
0.36
CNOB.US
ConnectOne Bancorp, Inc.
10Y CAGR
+8.6%
Max DD
57.9%
Sharpe
0.33
VOF.LSE
VinaCapital Vietnam Opportunity Fund
10Y CAGR
+8.6%
Max DD
23.3%
Sharpe
0.36
ANZ.AU
ANZ Group Holdings Ltd
10Y CAGR
+8.4%
Max DD
39.4%
Sharpe
0.33
BHMG.LSE
BH Macro Limited
10Y CAGR
+8.3%
Max DD
28.9%
Sharpe
0.32
BANR.US
Banner Corporation
10Y CAGR
+8.3%
Max DD
46.4%
Sharpe
0.30
ASB.US
Associated Banc-Corp
10Y CAGR
+8.2%
Max DD
51.0%
Sharpe
0.31
ASL.LSE
Aberforth Smaller Companies Trust PLC
10Y CAGR
+8.2%
Max DD
46.0%
Sharpe
0.31
BGR.US
BlackRock Energy and Resources Closed Fund
10Y CAGR
+8.2%
Max DD
56.0%
Sharpe
0.31
CCNE.US
CNB Financial Corporation
10Y CAGR
+8.1%
Max DD
53.3%
Sharpe
0.33
BWIN.US
The Baldwin Insurance Group, Inc.
10Y CAGR
+8.1%
Max DD
61.0%
Sharpe
0.36
MWY.LSE
Mid Wynd International Investment Trust plc
10Y CAGR
+8.1%
Max DD
21.3%
Sharpe
0.36
AUB.US
Atlantic Union Bankshares Corp
10Y CAGR
+8.1%
Max DD
45.3%
Sharpe
0.28
BHRB.US
Burke & Herbert Financial Services Corp. Common Stock
10Y CAGR
+8.0%
Max DD
43.5%
Sharpe
0.27
JUSC.LSE
JPmorgan US Smaller Companies Investment Trust PLC
10Y CAGR
+8.0%
Max DD
37.5%
Sharpe
0.29
MUT.LSE
Murray Income Trust
10Y CAGR
+8.0%
Max DD
21.3%
Sharpe
0.34
BBSEY.US
BB Seguridade Participacoes SA
10Y CAGR
+7.9%
Max DD
54.2%
Sharpe
0.28
ANZGY.US
ANZ Group Holdings Limited
10Y CAGR
+7.9%
Max DD
49.8%
Sharpe
0.31
HSX.LSE
Hiscox Ltd
10Y CAGR
+7.8%
Max DD
58.4%
Sharpe
0.26
AVBH.US
Avidbank Holdings, Inc. Common stock
10Y CAGR
+7.8%
Max DD
48.7%
Sharpe
0.27
IAD.LSE
Invesco Asia Dragon Trust plc
10Y CAGR
+7.6%
Max DD
27.8%
Sharpe
0.31
BGFD.LSE
Baillie Gifford Japan Trust
10Y CAGR
+7.5%
Max DD
40.3%
Sharpe
0.30
BKU.US
BankUnited Inc
10Y CAGR
+7.5%
Max DD
58.1%
Sharpe
0.28
BUSE.US
First Busey Corp
10Y CAGR
+7.1%
Max DD
46.6%
Sharpe
0.24
AI.TO
Atrium Mortgage Investment Corp
10Y CAGR
+7.1%
Max DD
35.9%
Sharpe
0.24
AEI.LSE
abrdn Equity Income Trust plc
10Y CAGR
+7.1%
Max DD
44.3%
Sharpe
0.25
BCAT.US
BlackRock Capital Allocation Trust
10Y CAGR
+7.1%
Max DD
33.0%
Sharpe
0.25
GROW.LSE
Draper Esprit PLC
10Y CAGR
+6.8%
Max DD
79.0%
Sharpe
0.29
ANII.LSE
Aberdeen New India Investment Trust PLC
10Y CAGR
+6.8%
Max DD
35.4%
Sharpe
0.22
CBSH.US
Commerce Bancshares Inc
10Y CAGR
+6.7%
Max DD
40.3%
Sharpe
0.24
SDR.LSE
Schroders PLC
10Y CAGR
+6.7%
Max DD
43.2%
Sharpe
0.23
PAC.LSE
Pacific Assets Trust plc
10Y CAGR
+6.7%
Max DD
29.2%
Sharpe
0.23
HSL.LSE
Henderson Smaller Cos Inv Tst
10Y CAGR
+6.5%
Max DD
48.8%
Sharpe
0.27
AAGIY.US
AIA Group Ltd ADR
10Y CAGR
+6.3%
Max DD
47.5%
Sharpe
0.24
BEN.AU
Bendigo and Adelaide Bank Ltd
10Y CAGR
+6.2%
Max DD
45.4%
Sharpe
0.24
BMA.US
Banco Macro SA B ADR
10Y CAGR
+6.1%
Max DD
89.9%
Sharpe
0.43
BOW.US
Bowhead Specialty Holdings Inc.
10Y CAGR
+6.1%
Max DD
44.8%
Sharpe
0.24
ARG.AU
Argo Investments Ltd
10Y CAGR
+6.1%
Max DD
22.2%
Sharpe
0.17
FSG.LSE
Foresight Group Holdings Limited
10Y CAGR
+6.0%
Max DD
31.9%
Sharpe
0.19
AFI.AU
Australian Foundation Investment Company Ltd
10Y CAGR
+6.0%
Max DD
19.4%
Sharpe
0.17
BACC.US
Blue Acquisition Corp. Class A Ordinary Shares
10Y CAGR
+5.9%
Max DD
1.2%
Sharpe
0.38
AROW.US
Arrow Financial Corporation
10Y CAGR
+5.9%
Max DD
49.9%
Sharpe
0.22
POLN.LSE
Pollen Street PLC
10Y CAGR
+5.9%
Max DD
41.5%
Sharpe
0.18
APOS.US
Apollo Global Management Inc.
10Y CAGR
+5.9%
Max DD
3.5%
Sharpe
0.27
CBU.US
Community Bank System Inc
10Y CAGR
+5.9%
Max DD
47.1%
Sharpe
0.22
RCP.LSE
RIT Capital Partners
10Y CAGR
+5.8%
Max DD
33.5%
Sharpe
0.16
LRE.LSE
Lancashire Holdings Ltd
10Y CAGR
+5.8%
Max DD
48.9%
Sharpe
0.23
EDIN.LSE
Edinburgh Investment Trust
10Y CAGR
+5.8%
Max DD
36.3%
Sharpe
0.17
BLW.US
BlackRock Limited Duration Income Trust
10Y CAGR
+5.8%
Max DD
24.6%
Sharpe
0.17
AN3PK.AU
Australia and New Zealand Banking Group Ltd
10Y CAGR
+5.7%
Max DD
1.7%
Sharpe
0.43
BRLA.LSE
BlackRock Latin American Investment Trust plc
10Y CAGR
+5.7%
Max DD
45.3%
Sharpe
0.21
BIT.US
Blackrock Multi Sector Income Closed Fund
10Y CAGR
+5.6%
Max DD
27.4%
Sharpe
0.16
BWB.US
Bridgewater Bancshares Inc
10Y CAGR
+5.5%
Max DD
55.3%
Sharpe
0.19
AIG.US
American International Group Inc
10Y CAGR
+5.4%
Max DD
60.1%
Sharpe
0.23
AUSC.LSE
Abrdn UK Smaller Companies Growth Trust PLC
10Y CAGR
+5.3%
Max DD
49.7%
Sharpe
0.19
ATLO.US
Ames National Corporation
10Y CAGR
+5.2%
Max DD
42.1%
Sharpe
0.15
STJ.LSE
St. James's Place plc
10Y CAGR
+5.1%
Max DD
71.0%
Sharpe
0.19
CCAP.US
Crescent Capital BDC Inc
10Y CAGR
+5.1%
Max DD
37.5%
Sharpe
0.18
BBT.US
Beacon Financial Corporation
10Y CAGR
+4.9%
Max DD
75.7%
Sharpe
0.23
ASX.AU
ASX Ltd
10Y CAGR
+4.9%
Max DD
42.0%
Sharpe
0.12
BXSL.US
Blackstone Secured Lending Fund
10Y CAGR
+4.8%
Max DD
26.7%
Sharpe
0.11
ATII.US
Archimedes Tech SPAC Partners II Co. Ordinary Shares
10Y CAGR
+4.8%
Max DD
5.1%
Sharpe
0.07
BTZ.US
BlackRock Credit Allocation Income Trust
10Y CAGR
+4.7%
Max DD
32.8%
Sharpe
0.10
BFST.US
Business First Bancshares Inc
10Y CAGR
+4.6%
Max DD
48.0%
Sharpe
0.18
BMEZ.US
BlackRock Health Sciences Trust II
10Y CAGR
+4.6%
Max DD
43.6%
Sharpe
0.11
BMRC.US
Bank of Marin Bancorp
10Y CAGR
+4.6%
Max DD
63.1%
Sharpe
0.15
BOH.US
Bank of Hawaii Corporation
10Y CAGR
+4.5%
Max DD
53.0%
Sharpe
0.18
FGT.LSE
Finsbury Growth & Income Trust
10Y CAGR
+4.2%
Max DD
23.3%
Sharpe
0.05
BEN.US
Franklin Resources Inc
10Y CAGR
+4.1%
Max DD
55.7%
Sharpe
0.14
CCIX.US
Churchill Capital Corp IX
10Y CAGR
+4.0%
Max DD
5.5%
Sharpe
-0.06
BBAR.US
BBVA Banco Frances SA ADR
10Y CAGR
+4.0%
Max DD
90.1%
Sharpe
0.38
JIGI.LSE
JPMorgan India Growth & Income PLC
10Y CAGR
+3.8%
Max DD
42.7%
Sharpe
0.08
BDOUY.US
BDO Unibank Inc ADR
10Y CAGR
+3.8%
Max DD
43.9%
Sharpe
0.14
BCBP.US
BCB Bancorp Inc
10Y CAGR
+3.8%
Max DD
53.2%
Sharpe
0.14
ABCA.PA
ABC arbitrage SA
10Y CAGR
+3.8%
Max DD
44.8%
Sharpe
0.08
BOLSY.US
B3 S.A. - Brasil Bolsa Balcão
10Y CAGR
+3.7%
Max DD
50.4%
Sharpe
0.25
PYPL.US
PayPal Holdings Inc
10Y CAGR
+3.6%
Max DD
85.2%
Sharpe
0.19
BAM.US
Brookfield Asset Management Ltd.
10Y CAGR
+3.5%
Max DD
35.2%
Sharpe
0.22
BSBR.US
Banco Santander Brasil SA ADR
10Y CAGR
+3.4%
Max DD
62.1%
Sharpe
0.21
PNL.LSE
Personal Assets Trust plc
10Y CAGR
+3.2%
Max DD
8.3%
Sharpe
-0.20
BCSF.US
Bain Capital Specialty Finance Inc
10Y CAGR
+3.2%
Max DD
54.2%
Sharpe
0.13
BANC.US
Banc of California, Inc.
10Y CAGR
+3.0%
Max DD
62.3%
Sharpe
0.10
CGBD.US
Carlyle Secured Lending Inc
10Y CAGR
+2.7%
Max DD
65.8%
Sharpe
0.15
RAT.LSE
Rathbone Brothers PLC
10Y CAGR
+2.7%
Max DD
43.9%
Sharpe
0.06
BBD.US
Banco Bradesco SA ADR
10Y CAGR
+2.4%
Max DD
68.6%
Sharpe
0.19
BTT.US
Blackrock Municipal Target Term Closed Fund
10Y CAGR
+2.3%
Max DD
21.2%
Sharpe
-0.18
PRU.LSE
Prudential plc
10Y CAGR
+2.2%
Max DD
57.4%
Sharpe
0.08
AN3PJ.AU
Australia and New Zealand Banking Group Ltd
10Y CAGR
+1.8%
Max DD
97.3%
Sharpe
0.92
ABX.US
Abacus Global Management, Inc.
10Y CAGR
+1.8%
Max DD
59.7%
Sharpe
0.21
CFFN.US
Capitol Federal Financial Inc
10Y CAGR
+1.7%
Max DD
56.9%
Sharpe
0.00
PBB.XETRA
Deutsche Pfandbriefbank AG
10Y CAGR
+0.8%
Max DD
98.8%
Sharpe
2.25
BNT.TO
Brookfield Wealth Solutions Ltd.
10Y CAGR
+0.8%
Max DD
42.9%
Sharpe
0.06
BBDC.US
Barings BDC Inc
10Y CAGR
+0.6%
Max DD
49.5%
Sharpe
-0.06
BMNR.US
BitMine Immersion Technologies, Inc.
10Y CAGR
+0.5%
Max DD
98.7%
Sharpe
1.11
HYQ.XETRA
Hypoport SE
10Y CAGR
-0.0%
Max DD
96.1%
Sharpe
0.37
STB.LSE
Secure Trust Bank PLC
10Y CAGR
-0.2%
Max DD
78.4%
Sharpe
0.15
BHF.US
Brighthouse Financial, Inc.
10Y CAGR
-0.4%
Max DD
63.4%
Sharpe
0.05
BFH.US
Bread Financial Holdings, Inc.
10Y CAGR
-0.5%
Max DD
86.3%
Sharpe
0.17
BUR.US
Burford Capital Ltd
10Y CAGR
-1.4%
Max DD
83.2%
Sharpe
0.15
AMSF.US
AMERISAFE Inc
10Y CAGR
-1.6%
Max DD
48.2%
Sharpe
-0.14
BUR.LSE
Burford Capital Ltd
10Y CAGR
-2.0%
Max DD
83.4%
Sharpe
0.14
ACIC.US
American Coastal Insurance Corp
10Y CAGR
-2.2%
Max DD
98.4%
Sharpe
0.25
CRE.LSE
Conduit Holdings Ltd
10Y CAGR
-2.3%
Max DD
49.2%
Sharpe
-0.12
FCIT.LSE
F&C Investment Trust PLC
10Y CAGR
-2.7%
Max DD
74.2%
Sharpe
0.01
CION.US
Cion Investment Corp
10Y CAGR
-2.9%
Max DD
44.4%
Sharpe
-0.08
CLBK.US
Columbia Financial Inc
10Y CAGR
-4.1%
Max DD
50.4%
Sharpe
-0.14
AFRM.US
Affirm Holdings Inc
10Y CAGR
-5.4%
Max DD
94.0%
Sharpe
0.38
AMP.AU
AMP Ltd
10Y CAGR
-5.7%
Max DD
81.5%
Sharpe
-0.14
CBG.LSE
Close Brothers Group plc
10Y CAGR
-7.8%
Max DD
83.7%
Sharpe
-0.12
BTX.US
BlackRock Technology and Private Equity Term Trust
10Y CAGR
-7.9%
Max DD
63.7%
Sharpe
-0.32
CLSK.US
CleanSpark Inc
10Y CAGR
-8.9%
Max DD
98.0%
Sharpe
0.61
2PP.XETRA
PayPal Holdings Inc
10Y CAGR
-9.7%
Max DD
99.3%
Sharpe
1059.39
BRSC.LSE
Blackrock Smaller Companies Trust PLC
10Y CAGR
-9.8%
Max DD
85.8%
Sharpe
-0.10
SAGA.LSE
Saga plc
10Y CAGR
-12.2%
Max DD
96.6%
Sharpe
0.03
BTBT.US
Bit Digital Inc
10Y CAGR
-12.9%
Max DD
97.3%
Sharpe
0.62
GLJ.XETRA
Grenke AG
10Y CAGR
-13.4%
Max DD
96.5%
Sharpe
0.13
CGT.LSE
Capital Gearing Trust
10Y CAGR
-17.2%
Max DD
89.9%
Sharpe
-0.30
BETR.US
Better Home & Finance Holding Company
10Y CAGR
-45.6%
Max DD
99.6%
Sharpe
0.49
ASST.US
Strive Asset Management
10Y CAGR
-53.8%
Max DD
95.4%
Sharpe
1.53
BCAR.US
D. Boral ARC Acquisition I Corp. Class A Ordinary Shares
10Y CAGR
-54.0%
Max DD
55.6%
Sharpe
-0.80
ANY.US
Sphere 3D Corp
10Y CAGR
-55.4%
Max DD
100.0%
Sharpe
-0.01
ARX.US
Accelerant Holdings
10Y CAGR
-59.4%
Max DD
59.3%
Sharpe
-0.79
ABTC.US
American Bitcoin Corp
10Y CAGR
-61.8%
Max DD
100.0%
Sharpe
0.24
BTOG.US
Bit Origin Ltd
10Y CAGR
-73.9%
Max DD
100.0%
Sharpe
-0.37
BRR.US
ProCap Financial, Inc.
10Y CAGR
-81.5%
Max DD
85.5%
Sharpe
-1.02
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