Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUBN (Auburn National Bancorporation, Inc.) | -4.68% | 18.93% | 11.45% | -3.25% | 2.07% | 5.32% | 3.83% | … | … |
Data as of 06/10/2026, Common starting date is 08/03/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUBN (Auburn National Bancorporation, Inc.) | 08/03/1995 | 06/10/2026 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.14 | 18.93 | 11.45 | -3.25 | 2.07 | 5.32 | 3.83 | … | … | -4.68 | 20.17 | 16.32 | -2.81 | -25.94 | -20.35 | -19.63 | 71.96 | -16.67 | 27.57 | 9.08 | 29.59 | -2.07 | 24.35 | 16.70 | -3.86 | 6.05 | 1.30 | -5.40 | -21.98 | 33.94 | 9.89 | 7.75 | 51.30 | 21.80 | 13.26 | -26.06 | -16.55 | 30.31 | 70.21 | 16.05 | -2.41 |
| Sharpe Ratio | NA | 0.40 | 0.18 | -0.19 | 0.00 | NA | NA | … | … | -0.38 | 0.41 | 0.35 | -0.23 | -0.96 | -0.73 | -0.26 | 1.79 | -0.47 | 1.09 | 0.35 | 1.34 | -0.10 | 1.08 | 0.44 | -0.36 | 0.15 | 0.03 | -0.12 | -0.83 | 1.32 | 0.30 | 0.18 | 1.46 | 0.45 | 0.21 | -0.51 | -0.42 | 0.59 | 1.78 | 0.73 | -0.58 |
| Standard Deviation(%) | NA | 46.16 | 37.37 | 33.22 | 39.64 | NA | NA | … | … | 40.64 | 42.66 | 35.87 | 28.18 | 28.51 | 28.01 | 76.02 | 39.34 | 38.38 | 24.82 | 25.33 | 22.11 | 20.00 | 22.45 | 38.04 | 10.75 | 38.92 | 47.08 | 53.43 | 30.39 | 23.29 | 25.04 | 37.35 | 34.66 | 45.90 | 53.33 | 59.65 | 47.96 | 45.19 | 37.11 | 16.77 | 16.60 |
| Draw Down(%) | NA | 24.48 | 24.48 | 50.04 | 69.39 | NA | NA | … | … | 21.17 | 15.99 | 20.81 | 21.72 | 34.75 | 33.28 | 59.62 | 20.89 | 45.39 | 11.45 | 17.08 | 5.97 | 12.04 | 8.73 | 20.58 | 5.32 | 21.43 | 35.14 | 23.13 | 26.40 | 7.96 | 13.96 | 10.69 | 10.00 | 21.21 | 20.91 | 40.78 | 33.11 | 35.20 | 16.36 | 6.17 | 8.43 |
| Yield(%) | 0.00 | 4.90 | 4.71 | 2.74 | 3.42 | 4.83 | 3.78 | … | … | 2.06 | 4.62 | 5.14 | 4.79 | 3.33 | 2.50 | 1.93 | 3.17 | 2.45 | 2.94 | 3.10 | 3.72 | 3.44 | 4.03 | 4.39 | 4.03 | 3.78 | 3.78 | 3.37 | 2.42 | 2.89 | 2.80 | 2.48 | 3.58 | 3.88 | 3.95 | 2.76 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 08/03/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUBN (Auburn National Bancorporation, Inc.) |
-25.54%
Jun 2020 – Jun 2023 |
-14.54%
Feb 2020 – Feb 2025 |
0.32%
May 2014 – May 2024 |
0.46%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUBN (Auburn National Bancorporation, Inc.) |
42.38%
Sep 1995 – Sep 1998 |
23.92%
Dec 2001 – Dec 2006 |
17.53%
Oct 1996 – Oct 2006 |
11.60%
Jun 2003 – Jun 2018 |
Annualized Rolling Returns Comparison Chart