Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLFY (Blue Foundry Bancorp) | 6.52% | 44.54% | 11.35% | NA | NA | NA | NA | … | … |
Data as of 04/01/2026, Common starting date is 07/20/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLFY (Blue Foundry Bancorp) | 07/20/2021 | 04/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.38 | 44.54 | 11.35 | NA | NA | NA | NA | … | … | 6.52 | 30.89 | 0.93 | -24.75 | -12.17 | 6.70 |
| Sharpe Ratio | NA | 0.94 | 0.23 | NA | NA | NA | NA | … | … | 0.86 | 0.65 | -0.17 | -0.90 | -0.64 | 6.50 |
| Standard Deviation(%) | NA | 44.62 | 36.36 | NA | NA | NA | NA | … | … | 30.59 | 44.21 | 33.39 | 32.51 | 21.32 | 14.99 |
| Draw Down(%) | NA | 24.80 | 32.72 | NA | NA | NA | NA | … | … | 14.51 | 24.80 | 22.35 | 43.53 | 25.07 | 3.58 |
| Yield(%) | 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 04/01/2026, Common starting date is 07/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLFY (Blue Foundry Bancorp) |
-12.75%
Jan 2022 – Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLFY (Blue Foundry Bancorp) |
11.62%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart