Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NUBC (Northumberland Bancorp) | NA | 40.87% | -4.09% | 4.59% | 4.08% | 5.55% | 1.65% | … | … |
Data as of 07/31/2025, Common starting date is 12/13/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NUBC (Northumberland Bancorp) | 12/13/1999 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.12 | 40.87 | -4.09 | 4.59 | 4.08 | 5.55 | 1.65 | … | … | 11.22 | 26.23 | -31.10 | -13.79 | 34.37 | -15.61 | 7.00 | 7.64 | 14.06 | 19.81 | -13.31 | -5.51 | 10.59 | 15.61 | 35.44 | 22.34 | 14.48 | -35.69 | -17.53 | -11.88 | 22.81 | 52.14 | 47.66 | 55.18 | 8.04 | -37.11 | 4.17 |
| Sharpe Ratio | NA | 1.27 | -0.32 | 0.09 | 0.10 | NA | NA | … | … | 1.07 | 0.66 | -1.86 | -1.89 | 0.67 | -0.67 | 0.52 | 0.42 | 0.48 | 0.74 | -0.75 | -0.19 | 0.39 | 0.53 | 0.90 | 0.90 | 0.69 | -1.30 | -0.84 | -2.43 | 0.91 | 3.25 | 2.54 | 2.83 | 0.61 | -1.21 | 6.91 |
| Standard Deviation(%) | NA | 27.22 | 23.18 | 28.83 | 25.36 | NA | NA | … | … | 16.12 | 34.28 | 18.82 | 7.95 | 52.53 | 23.56 | 10.54 | 14.98 | 27.77 | 26.46 | 17.87 | 28.45 | 27.34 | 29.83 | 39.35 | 24.82 | 20.95 | 28.20 | 24.58 | 6.32 | 22.54 | 15.74 | 18.46 | 19.11 | 9.35 | 34.21 | 16.88 |
| Draw Down(%) | NA | 10.16 | 42.13 | 53.67 | 53.67 | NA | NA | … | … | 8.45 | 17.16 | 33.84 | 15.23 | 22.46 | 29.58 | 5.52 | 6.72 | 11.59 | 11.67 | 16.36 | 18.14 | 11.94 | 14.49 | 14.43 | 16.61 | 16.04 | 35.69 | 28.76 | 12.25 | 6.19 | 1.37 | 0.00 | 2.08 | 6.12 | 38.84 | 0.00 |
| Yield(%) | 0.00 | 3.21 | 2.29 | 3.02 | 3.04 | 3.84 | 1.90 | … | … | 1.70 | 3.13 | 2.78 | 2.33 | 2.24 | 2.34 | 2.33 | 2.21 | 2.43 | 2.72 | 2.33 | 2.19 | 2.27 | 2.40 | 2.60 | 2.75 | 2.80 | 1.60 | 1.17 | 0.90 | 0.95 | 1.21 | 8.82 | 1.83 | 1.94 | 0.75 | 0.24 |
Data as of 07/31/2025, Common starting date is 12/13/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUBC (Northumberland Bancorp) |
-22.40%
Dec 2005 – Dec 2008 |
-9.21%
Jul 2005 – Jul 2010 |
-2.00%
Mar 2014 – Mar 2024 |
0.49%
May 2005 – May 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUBC (Northumberland Bancorp) |
56.83%
Apr 2002 – Apr 2005 |
35.84%
Dec 2000 – Dec 2005 |
15.11%
Apr 2002 – Apr 2012 |
11.31%
Feb 2002 – Feb 2017 |
Annualized Rolling Returns Comparison Chart