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
NHTB (New Hampshire Thrift Bancshares, Inc.) NA 4.26% 9.47% 11.29% 3.29% 9.49% 9.43%
Data as of 05/29/2015, Common starting date is 03/29/1990
More Performance Analytics Comparison
Name Start Date End Date
NHTB (New Hampshire Thrift Bancshares, Inc.) 03/29/1990 05/29/2015
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 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
Annualized Return (%) -1.86 4.26 9.47 11.29 3.29 9.49 9.43 -3.75 6.02 24.72 17.12 -6.31 35.89 33.52 -34.68 -19.82 12.05 -7.87 -1.08 84.80 21.16 28.00 1.17 -16.36 -23.13 65.08 27.67 15.37 -0.55 30.45 64.91 121.45 -50.49
Sharpe Ratio NA 0.28 0.48 0.50 0.07 NA NA -0.68 0.37 1.09 0.74 -0.21 1.25 0.59 -0.57 -0.74 0.40 -0.29 -0.07 2.94 0.53 0.74 -0.08 -0.68 -0.61 0.28 0.82 0.32 -0.09 0.66 0.91 1.26 -0.72
Standard Deviation(%) NA 15.32 19.70 23.30 35.14 NA NA 13.22 16.40 22.66 23.24 30.39 28.61 56.31 62.56 31.03 21.73 34.36 29.55 28.66 37.60 35.28 34.49 28.66 43.64 35.43 29.09 36.52 37.41 42.68 68.34 93.20 91.60
Draw Down(%) NA 9.54 14.63 20.93 59.57 NA NA 9.54 6.63 14.63 6.31 20.93 15.02 22.89 51.59 27.79 8.76 28.81 19.68 9.67 21.31 13.25 20.15 29.71 44.60 12.66 12.63 12.78 20.05 16.22 16.67 18.79 61.68
Yield(%) 0.00 3.54 4.14 4.95 3.21 3.72 4.69 1.69 3.40 4.05 4.62 4.13 5.45 7.42 4.43 3.25 3.45 1.51 1.33 1.94 2.04 2.56 2.67 2.06 1.43 2.02 2.47 2.78 2.30 2.96 3.26 2.91 1.53
Data as of 05/29/2015, Common starting date is 03/29/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NHTB (New Hampshire Thrift Bancshares, Inc.) -19.73%
Mar 2006 – Mar 2009
-11.76%
Dec 2003 – Dec 2008
1.73%
Nov 1998 – Nov 2008
4.25%
Oct 1997 – Oct 2012
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NHTB (New Hampshire Thrift Bancshares, Inc.) 68.26%
Dec 1990 – Dec 1993
40.45%
Dec 1990 – Dec 1995
22.42%
Nov 1990 – Nov 2000
21.93%
Dec 1990 – Dec 2005
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return