Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSBK (Lake Shore Bancorp, Inc.) | 9.30% | 39.96% | 26.88% | 10.53% | 7.87% | 7.56% | 6.49% | … | … |
Data as of 06/05/2026, Common starting date is 04/04/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSBK (Lake Shore Bancorp, Inc.) | 04/04/2006 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.80 | 39.96 | 26.88 | 10.53 | 7.87 | 7.56 | 6.49 | … | … | 9.30 | 48.18 | 22.46 | -2.98 | -15.01 | 18.76 | -11.71 | 4.87 | -10.57 | 6.49 | 23.90 | 0.88 | 13.67 | 21.47 | 10.47 | 6.36 | 20.99 | 15.40 | -16.94 | -30.64 | 17.68 |
| Sharpe Ratio | NA | 2.43 | 0.86 | 0.33 | 0.21 | NA | NA | … | … | 1.41 | 1.62 | 0.62 | -0.21 | -0.88 | 0.72 | -0.19 | 0.27 | -0.83 | 0.39 | 1.10 | 0.03 | 0.88 | 0.92 | 0.52 | 0.22 | 0.87 | 0.36 | -0.38 | -1.22 | 1.18 |
| Standard Deviation(%) | NA | 15.36 | 27.60 | 25.54 | 29.11 | NA | NA | … | … | 14.55 | 28.02 | 30.36 | 32.24 | 18.84 | 25.96 | 64.11 | 12.71 | 14.42 | 14.96 | 21.63 | 24.41 | 15.59 | 23.24 | 20.27 | 28.51 | 24.00 | 42.03 | 46.69 | 27.79 | 17.76 |
| Draw Down(%) | NA | 6.85 | 15.78 | 34.26 | 47.45 | NA | NA | … | … | 6.75 | 15.44 | 15.78 | 26.04 | 17.90 | 9.94 | 42.55 | 8.16 | 16.48 | 5.43 | 13.47 | 14.84 | 5.29 | 8.92 | 11.48 | 15.36 | 7.06 | 34.00 | 34.33 | 32.53 | 8.56 |
| Yield(%) | 0.00 | 2.29 | 3.17 | 2.71 | 3.05 | 3.40 | 3.16 | … | … | 1.23 | 2.71 | 4.42 | 0.00 | 4.46 | 4.13 | 3.21 | 3.14 | 1.79 | 1.99 | 2.07 | 2.07 | 2.29 | 2.68 | 2.58 | 3.03 | 3.16 | 2.76 | 2.22 | 1.04 | 0.28 |
Data as of 06/05/2026, Common starting date is 04/04/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSBK (Lake Shore Bancorp, Inc.) |
-13.09%
Nov 2006 – Nov 2009 |
-6.71%
Oct 2018 – Oct 2023 |
0.24%
Oct 2013 – Oct 2023 |
3.06%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSBK (Lake Shore Bancorp, Inc.) |
29.93%
Mar 2023 – Mar 2026 |
15.86%
Feb 2009 – Feb 2014 |
11.34%
Feb 2009 – Feb 2019 |
8.55%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart