Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWFL (Norwood Financial Corp.) | 15.82% | 26.10% | 8.40% | 9.40% | 1.09% | 2.45% | 1.83% | … | … |
Data as of 06/10/2026, Common starting date is 03/04/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWFL (Norwood Financial Corp.) | 03/04/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.28 | 26.10 | 8.40 | 9.40 | 1.09 | 2.45 | 1.83 | … | … | 15.82 | 8.43 | -13.62 | 2.42 | 34.10 | 3.36 | -30.30 | 21.46 | 2.67 | -31.38 | 20.39 | 3.20 | 12.59 | -5.81 | 13.00 | 3.37 | 1.31 | 7.93 | -8.98 | 2.16 | 0.32 | -6.71 | 38.33 | -9.72 | 17.77 | 57.08 | -12.60 | -6.74 | -15.64 |
| Sharpe Ratio | NA | 0.91 | 0.18 | 0.18 | -0.02 | NA | NA | … | … | 0.94 | 0.21 | -0.37 | -0.03 | 1.33 | 0.12 | -0.45 | 0.67 | 0.04 | -0.50 | 0.88 | 0.16 | 0.52 | -0.32 | 0.51 | 0.17 | 0.05 | 0.23 | -0.32 | -0.04 | -0.17 | -0.34 | 1.15 | -0.23 | 0.94 | 2.18 | -0.62 | -0.38 | -0.53 |
| Standard Deviation(%) | NA | 26.66 | 37.77 | 32.74 | 41.11 | NA | NA | … | … | 30.04 | 26.60 | 46.80 | 36.35 | 24.62 | 27.39 | 67.09 | 30.06 | 32.73 | 64.38 | 22.95 | 19.41 | 24.34 | 18.42 | 25.55 | 19.49 | 22.53 | 34.52 | 30.74 | 22.76 | 17.90 | 26.36 | 32.48 | 44.71 | 17.63 | 25.62 | 26.95 | 26.67 | 41.24 |
| Draw Down(%) | NA | 12.87 | 33.55 | 33.55 | 64.43 | NA | NA | … | … | 12.87 | 19.38 | 26.97 | 29.88 | 19.17 | 15.43 | 43.62 | 16.52 | 24.59 | 57.22 | 7.89 | 8.49 | 13.53 | 13.30 | 8.98 | 14.98 | 15.42 | 22.63 | 14.17 | 9.69 | 12.48 | 19.62 | 14.51 | 38.84 | 6.04 | 7.75 | 21.64 | 14.58 | 39.71 |
| Yield(%) | 0.00 | 4.77 | 4.26 | 4.66 | 5.65 | 5.91 | 4.52 | … | … | 2.29 | 4.67 | 3.79 | 3.49 | 4.27 | 4.05 | 2.56 | 2.91 | 2.67 | 4.05 | 4.31 | 4.21 | 4.35 | 4.19 | 4.35 | 4.21 | 3.94 | 3.93 | 3.20 | 2.92 | 2.73 | 2.03 | 2.60 | 3.20 | 3.37 | 4.51 | 4.59 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 03/04/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWFL (Norwood Financial Corp.) |
-25.58%
Jul 2017 – Jul 2020 |
-14.67%
Jun 2017 – Jun 2022 |
-2.88%
May 2013 – May 2023 |
-1.32%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWFL (Norwood Financial Corp.) |
30.50%
May 2000 – May 2003 |
17.29%
Nov 2000 – Nov 2005 |
8.52%
Nov 2000 – Nov 2010 |
7.24%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison Chart