Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRKL (Brookline Bancorp Inc) | NA | 12.95% | 0.23% | 7.37% | 4.19% | 5.04% | 2.48% | … | … |
Data as of 08/29/2025, Common starting date is 03/25/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRKL (Brookline Bancorp Inc) | 03/25/1998 | 08/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.88 | 12.95 | 0.23 | 7.37 | 4.19 | 5.04 | 2.48 | … | … | -3.69 | 14.15 | -18.47 | -9.40 | 38.72 | -23.67 | 22.61 | -9.87 | -1.93 | 47.20 | 18.53 | 9.03 | 16.66 | 4.65 | -19.24 | 13.19 | -1.80 | 12.98 | -17.84 | -2.01 | -8.92 | 11.71 | 33.83 | 63.33 | 47.45 | 20.72 | -15.22 | -30.57 |
| Sharpe Ratio | NA | 0.33 | -0.09 | 0.15 | 0.09 | NA | NA | … | … | -0.30 | 0.32 | -0.56 | -0.44 | 1.40 | -0.42 | 1.05 | -0.49 | -0.11 | 1.99 | 0.83 | 0.53 | 0.95 | 0.25 | -0.52 | 0.47 | -0.04 | 0.21 | -0.68 | -0.28 | -0.61 | 0.53 | 1.59 | 1.78 | 1.38 | 0.54 | -0.52 | -1.16 |
| Standard Deviation(%) | NA | 29.49 | 33.87 | 32.34 | 31.71 | NA | NA | … | … | 28.48 | 33.12 | 39.66 | 24.77 | 27.68 | 56.71 | 20.09 | 23.06 | 23.74 | 23.57 | 22.17 | 16.86 | 17.55 | 18.84 | 36.87 | 27.87 | 44.76 | 57.19 | 31.05 | 19.34 | 18.33 | 20.12 | 20.84 | 34.87 | 33.22 | 30.38 | 35.72 | 35.18 |
| Draw Down(%) | NA | 24.78 | 45.99 | 54.48 | 54.48 | NA | NA | … | … | 24.07 | 26.90 | 45.23 | 32.29 | 20.63 | 48.41 | 14.36 | 32.36 | 16.91 | 10.69 | 12.77 | 10.16 | 12.35 | 18.89 | 34.47 | 22.84 | 26.80 | 29.11 | 26.99 | 18.25 | 14.67 | 12.92 | 11.32 | 12.36 | 14.70 | 19.02 | 26.67 | 43.35 |
| Yield(%) | 0.00 | 5.31 | 4.24 | 5.42 | 4.35 | 4.59 | 3.04 | … | … | 3.49 | 4.95 | 4.06 | 3.15 | 3.99 | 2.80 | 3.13 | 2.52 | 2.18 | 3.26 | 3.60 | 3.60 | 3.88 | 3.96 | 3.06 | 3.40 | 5.11 | 7.36 | 5.59 | 5.17 | 4.58 | 4.77 | 4.32 | 4.30 | 4.18 | 2.49 | 0.00 | 0.00 |
Data as of 08/29/2025, Common starting date is 03/25/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRKL (Brookline Bancorp Inc) |
-16.31%
Apr 2021 – Apr 2024 |
-11.60%
May 2018 – May 2023 |
-1.32%
Sep 2004 – Sep 2014 |
0.03%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRKL (Brookline Bancorp Inc) |
51.63%
May 2000 – May 2003 |
34.16%
Dec 1999 – Dec 2004 |
15.06%
Apr 2000 – Apr 2010 |
10.96%
Apr 2000 – Apr 2015 |
Annualized Rolling Returns Comparison Chart