Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NTB (The Bank of N.T. Butterfield & Son Limited) | 18.59% | 39.73% | 34.73% | 15.42% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/16/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NTB (The Bank of N.T. Butterfield & Son Limited) | 09/16/2016 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 39.73 | 34.73 | 15.42 | NA | NA | NA | … | … | 18.59 | 42.51 | 20.23 | 14.28 | -17.47 | 28.34 | -10.04 | 21.47 | -10.76 | 19.80 | 27.50 |
| Sharpe Ratio | NA | 1.92 | 1.35 | 0.43 | NA | NA | NA | … | … | 2.27 | 1.72 | 0.69 | 0.28 | -0.63 | 0.94 | -0.16 | 0.64 | -0.31 | 0.93 | 6.33 |
| Standard Deviation(%) | NA | 20.11 | 24.68 | 28.66 | NA | NA | NA | … | … | 20.17 | 23.21 | 24.06 | 38.55 | 29.89 | 30.29 | 64.56 | 31.39 | 39.02 | 20.57 | 20.71 |
| Draw Down(%) | NA | 11.44 | 21.89 | 39.96 | NA | NA | NA | … | … | 6.38 | 13.17 | 14.01 | 37.97 | 27.60 | 20.56 | 59.25 | 34.91 | 43.28 | 10.74 | 6.57 |
| Yield(%) | 0.00 | 4.63 | 6.71 | 4.95 | 6.25 | 4.16 | 3.12 | … | … | 2.01 | 5.17 | 5.49 | 5.83 | 4.55 | 5.63 | 4.70 | 2.76 | 4.14 | 4.05 | 0.40 |
Data as of 06/09/2026, Common starting date is 09/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NTB (The Bank of N.T. Butterfield & Son Limited) |
-16.06%
Mar 2017 – Mar 2020 |
-7.68%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NTB (The Bank of N.T. Butterfield & Son Limited) |
37.59%
May 2023 – May 2026 |
24.75%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart