Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBTN (Citizens Bancorp Investment Inc) | 16.57% | 25.61% | 1.68% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/13/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBTN (Citizens Bancorp Investment Inc) | 08/13/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.27 | 25.61 | 1.68 | NA | NA | NA | NA | … | … | 16.57 | 16.26 | -12.24 | -19.72 | -10.14 | -6.25 |
| Sharpe Ratio | NA | 1.57 | -0.04 | NA | NA | NA | NA | … | … | 2.16 | 0.83 | -0.62 | -1.06 | -0.65 | -2.10 |
| Standard Deviation(%) | NA | 15.63 | 21.26 | NA | NA | NA | NA | … | … | 20.80 | 16.22 | 25.49 | 22.15 | 17.97 | 7.37 |
| Draw Down(%) | NA | 7.04 | 38.27 | NA | NA | NA | NA | … | … | 7.04 | 12.90 | 38.27 | 20.06 | 13.34 | 6.25 |
| Yield(%) | 0.00 | 2.74 | 2.21 | 1.34 | 0.67 | 0.45 | 0.33 | … | … | 1.32 | 2.87 | 2.83 | 1.70 | 1.07 | 0.00 |
Data as of 06/10/2026, Common starting date is 08/13/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBTN (Citizens Bancorp Investment Inc) |
-19.17%
Sep 2021 – Sep 2024 |
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 |
|---|---|---|---|---|
| CBTN (Citizens Bancorp Investment Inc) |
3.63%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart