Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBN (Northeast Bank) | 22.04% | 48.03% | 46.07% | 33.48% | 28.09% | 17.00% | 10.94% | … | … |
Data as of 06/10/2026, Common starting date is 08/19/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBN (Northeast Bank) | 08/19/1987 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.46 | 48.03 | 46.07 | 33.48 | 28.09 | 17.00 | 10.94 | … | … | 22.04 | 15.67 | 66.31 | 31.21 | 18.06 | 58.91 | 2.63 | 31.69 | -27.59 | 77.10 | 25.22 | 9.36 | 1.95 | 9.63 | -24.77 | -16.10 | 87.95 | 22.24 | -47.82 | -23.90 | -19.06 | 6.16 | 21.43 | 34.18 | 16.36 | 52.72 | 9.32 | -20.25 | -46.38 | 103.57 | 21.74 | 6.98 | -10.42 | 74.55 | 19.57 | 0.00 | -2.13 | -16.07 | 3.70 | -6.90 |
| Sharpe Ratio | NA | 1.30 | 1.30 | 0.88 | 0.62 | NA | NA | … | … | 1.08 | 0.36 | 1.79 | 0.86 | 0.50 | 1.92 | 0.03 | 0.61 | -1.00 | 2.72 | 0.98 | 0.42 | 0.11 | 0.49 | -0.65 | -0.27 | 1.46 | 0.22 | -0.80 | -1.18 | -1.37 | 0.19 | 1.05 | 2.09 | 0.77 | 1.86 | 0.13 | -0.66 | -1.32 | 3.17 | 0.60 | 0.18 | -0.35 | 2.08 | 0.41 | -0.08 | -0.16 | -0.71 | -0.02 | -0.42 |
| Standard Deviation(%) | NA | 34.92 | 33.38 | 32.78 | 41.18 | NA | NA | … | … | 33.01 | 36.06 | 33.34 | 31.52 | 33.26 | 30.62 | 81.55 | 49.77 | 29.15 | 28.25 | 25.59 | 22.33 | 17.85 | 19.51 | 38.72 | 60.49 | 60.38 | 99.03 | 60.96 | 22.97 | 16.37 | 20.58 | 19.45 | 16.04 | 19.78 | 27.65 | 40.91 | 35.58 | 37.74 | 31.36 | 30.08 | 17.04 | 38.73 | 34.62 | 41.99 | 44.48 | 45.01 | 30.58 | 46.46 | 51.74 |
| Draw Down(%) | NA | 27.57 | 27.57 | 29.30 | 70.25 | NA | NA | … | … | 15.31 | 27.55 | 15.48 | 29.30 | 14.16 | 13.29 | 60.62 | 27.56 | 35.78 | 20.82 | 9.61 | 8.32 | 12.00 | 11.57 | 43.54 | 41.51 | 25.64 | 29.47 | 56.01 | 30.65 | 23.36 | 14.69 | 8.49 | 8.38 | 13.97 | 12.12 | 19.74 | 34.78 | 58.97 | 10.24 | 7.41 | 8.33 | 16.67 | 8.33 | 15.38 | 18.75 | 27.59 | 24.19 | 14.29 | 24.59 |
| Yield(%) | 0.00 | 0.05 | 0.10 | 0.13 | 0.37 | 0.76 | 0.81 | … | … | 0.02 | 0.04 | 0.07 | 0.10 | 0.11 | 0.18 | 0.18 | 0.23 | 0.17 | 0.30 | 0.38 | 0.41 | 1.28 | 4.95 | 3.02 | 2.40 | 4.00 | 4.50 | 2.54 | 1.89 | 1.47 | 1.57 | 1.88 | 2.26 | 2.26 | 2.92 | 3.15 | 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 06/10/2026, Common starting date is 08/19/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBN (Northeast Bank) |
-32.60%
Nov 1997 – Nov 2000 |
-16.76%
Jan 2004 – Jan 2009 |
-6.13%
Nov 2004 – Nov 2014 |
-5.03%
Nov 1997 – Nov 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBN (Northeast Bank) |
52.04%
May 2023 – May 2026 |
51.17%
Mar 2020 – Mar 2025 |
27.85%
May 2016 – May 2026 |
18.64%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart