Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWBI (Northwest Bancshares, Inc.) | 24.94% | 23.52% | 15.60% | 7.21% | 5.56% | 7.18% | 6.69% | … | … |
Data as of 06/10/2026, Common starting date is 11/07/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWBI (Northwest Bancshares, Inc.) | 11/07/1994 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.51 | 23.52 | 15.60 | 7.21 | 5.56 | 7.18 | 6.69 | … | … | 24.94 | -2.86 | 12.66 | -4.38 | 4.60 | 17.77 | -18.09 | 2.35 | 5.40 | -3.53 | 40.59 | 11.72 | -4.58 | 26.43 | 2.57 | 9.40 | 8.14 | 24.01 | -16.75 | -0.24 | 32.86 | -13.14 | 19.94 | 47.34 | 32.10 | 28.76 | 33.57 | -28.85 | -30.97 | 111.21 | 10.31 | 61.67 | -16.67 |
| Sharpe Ratio | NA | 0.91 | 0.50 | 0.15 | 0.14 | NA | NA | … | … | 2.48 | -0.23 | 0.32 | -0.28 | 0.15 | 0.77 | -0.37 | 0.05 | 0.22 | -0.23 | 2.26 | 0.71 | -0.29 | 1.66 | 0.15 | 0.34 | 0.37 | 0.54 | -0.39 | -0.11 | 1.10 | -0.58 | 0.73 | 1.98 | 0.55 | 0.42 | 0.45 | -0.69 | -0.74 | 2.73 | 0.20 | 1.89 | -2.08 |
| Standard Deviation(%) | NA | 24.07 | 26.15 | 25.30 | 26.56 | NA | NA | … | … | 22.50 | 24.95 | 28.02 | 29.28 | 21.89 | 22.91 | 49.77 | 16.35 | 18.60 | 18.11 | 17.85 | 16.47 | 15.92 | 15.88 | 16.78 | 27.68 | 21.65 | 43.92 | 45.44 | 30.45 | 26.91 | 26.54 | 25.88 | 23.53 | 55.97 | 64.30 | 65.77 | 46.50 | 46.53 | 39.12 | 33.29 | 30.52 | 36.22 |
| Draw Down(%) | NA | 13.97 | 26.56 | 32.59 | 48.66 | NA | NA | … | … | 9.37 | 18.60 | 16.99 | 30.36 | 16.84 | 16.83 | 44.13 | 14.78 | 16.15 | 17.80 | 11.58 | 5.99 | 12.46 | 8.60 | 13.98 | 17.02 | 17.94 | 37.35 | 34.67 | 11.01 | 10.45 | 19.79 | 23.19 | 8.81 | 29.49 | 34.81 | 23.04 | 36.93 | 50.00 | 16.03 | 14.00 | 12.96 | 18.06 |
| Yield(%) | 0.00 | 6.37 | 6.99 | 5.68 | 5.10 | 6.30 | 6.00 | … | … | 3.34 | 6.17 | 6.35 | 5.74 | 5.61 | 6.24 | 4.61 | 4.21 | 4.08 | 3.52 | 4.58 | 4.48 | 11.01 | 4.02 | 4.75 | 3.64 | 3.51 | 4.10 | 3.34 | 3.04 | 3.20 | 2.20 | 2.09 | 2.46 | 2.45 | 2.31 | 2.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/07/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWBI (Northwest Bancshares, Inc.) |
-20.26%
Oct 1997 – Oct 2000 |
-7.09%
Feb 2004 – Feb 2009 |
2.67%
Oct 2013 – Oct 2023 |
4.01%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWBI (Northwest Bancshares, Inc.) |
57.99%
Apr 1995 – Apr 1998 |
32.05%
Dec 1999 – Dec 2004 |
22.20%
Dec 1994 – Dec 2004 |
15.67%
Jan 1995 – Jan 2010 |
Annualized Rolling Returns Comparison Chart