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
MYBF (Muncy Bank Financial Inc) NA -15.16% 4.71% 6.27% 3.11% 11.39% 7.61%
Data as of 11/10/2023, Common starting date is 06/09/2000
More Performance Analytics Comparison
Name Start Date End Date
MYBF (Muncy Bank Financial Inc) 06/09/2000 11/10/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return (%) -1.49 -15.16 4.71 6.27 3.11 11.39 7.61 -19.36 8.89 24.54 -6.26 28.49 4.51 2.57 14.84 -4.24 -11.75 11.01 24.44 52.82 42.97 11.89 -3.78 -14.21 10.28 -8.39 9.94 -10.74 115.54 13.49 -30.94
Sharpe Ratio NA -0.69 0.09 0.13 0.07 NA NA -0.85 0.28 0.97 -0.12 0.89 0.22 0.11 0.48 -0.22 -0.41 0.32 0.48 1.99 0.72 0.36 -0.11 -1.02 0.42 -0.66 0.55 -0.70 2.85 0.55 -1.57
Standard Deviation(%) NA 29.25 27.78 35.73 30.21 NA NA 31.17 27.26 25.36 55.99 30.53 14.28 17.33 30.36 19.57 28.82 34.11 50.83 26.58 59.17 32.70 44.36 16.96 16.76 16.11 16.32 16.33 40.17 20.47 33.45
Draw Down(%) NA 24.88 26.12 41.33 41.33 NA NA 23.64 15.37 7.33 39.94 13.12 6.74 6.76 14.68 11.74 20.16 35.53 20.51 18.17 28.33 20.15 28.37 21.88 10.16 16.21 4.77 11.62 10.94 9.40 34.40
Yield(%) 0.00 4.80 4.76 4.54 3.27 8.65 5.53 3.74 3.90 4.14 3.41 3.81 3.68 3.55 3.67 3.08 2.28 2.09 2.40 3.20 4.06 4.04 3.68 2.70 2.83 2.30 2.53 2.15 26.15 3.68 0.86
Data as of 11/10/2023, Common starting date is 06/09/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MYBF (Muncy Bank Financial Inc) -8.42%
Nov 2004 – Nov 2007
-5.11%
Aug 2013 – Aug 2018
1.84%
Oct 2013 – Oct 2023
6.98%
Dec 2002 – Dec 2017
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MYBF (Muncy Bank Financial Inc) 47.80%
Aug 2010 – Aug 2013
31.81%
Oct 2008 – Oct 2013
16.14%
Feb 2002 – Feb 2012
12.74%
Nov 2007 – Nov 2022
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return