Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHMG (Chemung Financial Corporation) | 30.63% | 54.75% | 25.75% | 14.07% | 12.09% | 11.40% | 8.22% | … | … |
Data as of 06/11/2026, Common starting date is 01/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHMG (Chemung Financial Corporation) | 01/04/1999 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.78 | 54.75 | 25.75 | 14.07 | 12.09 | 11.40 | 8.22 | … | … | 30.63 | 17.27 | 0.73 | 11.72 | 1.57 | 40.56 | -17.11 | 5.26 | -12.06 | 35.66 | 36.85 | 3.31 | -16.09 | 18.05 | 36.91 | 5.27 | 15.43 | 8.84 | -26.60 | -9.55 | 6.98 | -2.74 | -8.57 | 40.81 | -4.59 | 57.68 | -17.48 | -12.95 |
| Sharpe Ratio | NA | 1.87 | 0.87 | 0.39 | 0.27 | NA | NA | … | … | 2.25 | 0.46 | -0.12 | 0.34 | 0.01 | 1.41 | -0.22 | 0.13 | -0.48 | 1.32 | 1.47 | 0.13 | -0.58 | 0.76 | 1.26 | 0.27 | 0.55 | 0.15 | -0.83 | -0.64 | 0.17 | -0.24 | -0.36 | 1.57 | -0.35 | 2.00 | -0.74 | -0.81 |
| Standard Deviation(%) | NA | 29.56 | 27.49 | 26.02 | 35.70 | NA | NA | … | … | 33.74 | 31.59 | 24.22 | 23.88 | 18.83 | 28.68 | 78.64 | 28.94 | 28.15 | 26.73 | 24.86 | 24.39 | 27.73 | 23.60 | 29.56 | 19.33 | 27.74 | 59.76 | 32.95 | 19.89 | 21.03 | 20.44 | 26.67 | 25.50 | 16.55 | 28.12 | 29.52 | 20.12 |
| Draw Down(%) | NA | 20.63 | 25.14 | 34.60 | 55.10 | NA | NA | … | … | 20.63 | 24.05 | 20.50 | 34.60 | 14.21 | 10.02 | 45.25 | 21.49 | 26.02 | 14.18 | 15.91 | 9.31 | 22.85 | 13.86 | 8.29 | 9.78 | 7.48 | 28.10 | 27.79 | 16.23 | 7.62 | 10.41 | 22.90 | 9.67 | 17.10 | 6.12 | 26.53 | 16.81 |
| Yield(%) | 0.00 | 2.79 | 3.23 | 2.93 | 3.78 | 4.87 | 3.70 | … | … | 0.62 | 2.77 | 2.48 | 2.73 | 2.73 | 3.50 | 2.47 | 2.48 | 2.11 | 2.93 | 3.75 | 3.73 | 3.15 | 3.43 | 4.22 | 4.51 | 4.67 | 6.10 | 2.68 | 2.98 | 3.15 | 2.93 | 2.62 | 3.44 | 3.15 | 4.62 | 3.53 | 0.00 |
Data as of 06/11/2026, Common starting date is 01/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHMG (Chemung Financial Corporation) |
-13.47%
Mar 2006 – Mar 2009 |
-8.78%
Dec 2003 – Dec 2008 |
-1.06%
Mar 1999 – Mar 2009 |
1.50%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHMG (Chemung Financial Corporation) |
29.50%
May 2015 – May 2018 |
18.69%
Oct 2012 – Oct 2017 |
14.59%
Mar 2009 – Mar 2019 |
10.94%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart