Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MTB-PJ (M&T Bank Corporation) 0.90% 6.52% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 05/07/2024
More Performance Analytics Comparison
Name Start Date End Date
MTB-PJ (M&T Bank Corporation) 05/07/2024 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) 0.27 6.52 NA NA NA NA NA 0.90 7.06 10.36
Sharpe Ratio NA 0.59 NA NA NA NA NA -0.06 0.61 1.76
Standard Deviation(%) NA 6.52 NA NA NA NA NA 6.62 6.88 7.32
Draw Down(%) NA 3.73 NA NA NA NA NA 3.73 5.00 3.57
Yield(%) 1.79 7.20 5.20 3.12 1.56 1.04 0.78 3.52 7.00 4.39
Data as of 06/05/2026, Common starting date is 05/07/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MTB-PJ (M&T Bank Corporation) 0.00%
NA
0.00%
NA
0.00%
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0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MTB-PJ (M&T Bank Corporation) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return