Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTB (M&T Bank Corporation) | 12.75% | 28.22% | 26.43% | 10.45% | 9.52% | 9.73% | 6.55% | … | … |
Data as of 06/05/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTB (M&T Bank Corporation) | 03/17/1980 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.39 | 28.22 | 26.43 | 10.45 | 9.52 | 9.73 | 6.55 | … | … | 12.75 | 10.41 | 41.66 | -1.68 | -2.94 | 24.28 | -22.16 | 21.65 | -14.58 | 11.35 | 32.16 | -1.29 | 10.42 | 21.30 | 33.21 | -9.15 | 34.78 | 23.06 | -26.96 | -31.53 | 14.18 | 2.83 | 11.55 | 25.63 | 10.32 | 8.63 | 66.35 | -20.17 | 11.60 | 61.46 | 32.11 | 60.29 | -3.37 | 4.65 | 34.84 | 82.19 | -16.73 | 25.84 | 25.90 | 7.79 | 11.59 | 50.82 | 21.19 | 55.67 | 25.97 | 20.31 | 48.84 |
| Sharpe Ratio | NA | 1.16 | 0.86 | 0.25 | 0.25 | NA | NA | … | … | 1.27 | 0.29 | 1.40 | -0.16 | -0.12 | 0.77 | -0.35 | 0.89 | -0.75 | 0.62 | 1.28 | -0.06 | 0.73 | 1.39 | 1.77 | -0.29 | 1.01 | 0.36 | -0.42 | -1.17 | 0.79 | 0.04 | 0.62 | 1.32 | 0.32 | 0.26 | 1.99 | -1.08 | 0.29 | 3.95 | 2.39 | 3.64 | -0.44 | 0.17 | 1.93 | 4.03 | -1.55 | 1.60 | 1.38 | 0.08 | 0.37 | 2.78 | 0.78 | 1.76 | 0.78 | 0.43 | 2.00 |
| Standard Deviation(%) | NA | 21.96 | 27.07 | 30.45 | 32.70 | NA | NA | … | … | 23.39 | 25.87 | 27.26 | 34.05 | 36.01 | 31.71 | 63.42 | 22.64 | 21.50 | 17.37 | 24.96 | 22.82 | 14.25 | 15.31 | 18.87 | 31.52 | 34.34 | 63.84 | 66.84 | 29.66 | 13.62 | 16.15 | 17.13 | 18.88 | 28.83 | 23.85 | 31.22 | 21.76 | 28.31 | 14.57 | 11.80 | 15.48 | 14.51 | 14.36 | 16.61 | 19.30 | 14.31 | 12.41 | 15.19 | 43.62 | 19.67 | 16.32 | 18.09 | 27.85 | 23.24 | 22.43 | 28.38 |
| Draw Down(%) | NA | 16.98 | 28.51 | 40.71 | 52.97 | NA | NA | … | … | 16.98 | 21.93 | 15.94 | 30.46 | 25.98 | 22.35 | 48.70 | 17.44 | 29.90 | 16.10 | 16.83 | 15.20 | 11.61 | 8.10 | 11.16 | 24.02 | 22.13 | 45.90 | 43.20 | 34.80 | 6.59 | 10.12 | 14.83 | 10.02 | 23.95 | 19.77 | 14.42 | 27.63 | 28.73 | 9.19 | 6.36 | 6.73 | 18.00 | 15.76 | 8.95 | 12.41 | 30.00 | 15.97 | 10.69 | 40.68 | 21.83 | 8.30 | 20.89 | 12.78 | 19.48 | 21.13 | 13.85 |
| Yield(%) | 0.69 | 3.34 | 4.55 | 3.30 | 3.75 | 4.64 | 3.16 | … | … | 1.47 | 3.02 | 3.85 | 3.59 | 3.03 | 3.55 | 2.57 | 2.83 | 2.07 | 1.91 | 2.38 | 2.23 | 2.43 | 2.77 | 3.59 | 3.19 | 4.18 | 4.88 | 3.50 | 2.12 | 2.03 | 1.65 | 1.64 | 1.47 | 1.45 | 1.54 | 1.54 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTB (M&T Bank Corporation) |
-28.98%
Feb 2006 – Feb 2009 |
-15.40%
Feb 2004 – Feb 2009 |
-0.82%
Jan 1999 – Jan 2009 |
1.97%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTB (M&T Bank Corporation) |
53.55%
Feb 1983 – Feb 1986 |
45.14%
Aug 1982 – Aug 1987 |
32.00%
Feb 1982 – Feb 1992 |
28.63%
Sep 1982 – Sep 1997 |
Annualized Rolling Returns Comparison Chart