Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWYF (Northway Financial Inc) | NA | 100.95% | 6.03% | 4.01% | 8.72% | 14.60% | 6.87% | … | … |
Data as of 01/02/2025, Common starting date is 10/02/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWYF (Northway Financial Inc) | 10/02/1997 | 01/02/2025 |
| 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 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 100.95 | 6.03 | 4.01 | 8.72 | 14.60 | 6.87 | … | … | -0.39 | 102.30 | -8.10 | -35.87 | 19.77 | -13.42 | 22.19 | -8.43 | 20.20 | 28.47 | 8.40 | 21.07 | 48.14 | 42.15 | 19.72 | 9.64 | -33.08 | -31.26 | 3.99 | -0.96 | 3.35 | -0.50 | 14.61 | 14.39 | 22.27 | -7.21 | -2.78 | -11.02 | -6.53 |
| Sharpe Ratio | NA | 2.05 | 0.05 | 0.05 | 0.29 | NA | NA | … | … | NA | 2.08 | -0.30 | -1.94 | 1.64 | -0.44 | 1.41 | -0.88 | 1.71 | 2.51 | 0.97 | 2.41 | 2.62 | 2.26 | 0.58 | 0.18 | -0.44 | -0.54 | 0.03 | -0.28 | 0.05 | -0.06 | 0.65 | 0.52 | 0.65 | -0.28 | -0.17 | -0.28 | -0.65 |
| Standard Deviation(%) | NA | 45.98 | 37.63 | 32.84 | 24.59 | NA | NA | … | … | 0.00 | 45.97 | 41.79 | 19.26 | 12.06 | 31.14 | 14.79 | 11.14 | 11.52 | 11.24 | 8.66 | 8.74 | 18.36 | 18.79 | 33.82 | 52.02 | 74.88 | 59.58 | 37.13 | 15.01 | 22.29 | 23.03 | 21.29 | 25.42 | 31.04 | 40.67 | 34.91 | 51.32 | 42.02 |
| Draw Down(%) | NA | 13.30 | 56.68 | 56.68 | 56.68 | NA | NA | … | … | 0.39 | 13.30 | 34.60 | 43.40 | 5.04 | 37.57 | 6.16 | 14.55 | 3.41 | 4.42 | 3.21 | 3.83 | 7.23 | 5.15 | 21.16 | 34.07 | 57.14 | 40.12 | 26.73 | 14.87 | 15.97 | 21.27 | 9.83 | 11.64 | 16.80 | 22.26 | 17.48 | 33.08 | 16.58 |
| Yield(%) | 0.00 | 3.83 | 2.15 | 2.26 | 3.51 | 8.95 | 3.42 | … | … | 0.00 | 3.83 | 3.41 | 2.15 | 2.50 | 3.08 | 2.50 | 2.22 | 2.38 | 2.98 | 3.13 | 3.66 | 5.29 | 3.65 | 3.43 | 3.21 | 0.00 | 3.31 | 2.41 | 2.19 | 2.03 | 2.00 | 2.22 | 2.52 | 3.03 | 2.30 | 1.82 | 1.22 | 0.90 |
Data as of 01/02/2025, Common starting date is 10/02/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWYF (Northway Financial Inc) |
-27.59%
Jul 2007 – Jul 2010 |
-16.00%
Jul 2005 – Jul 2010 |
-5.04%
Mar 1999 – Mar 2009 |
0.61%
Nov 1997 – Nov 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWYF (Northway Financial Inc) |
47.87%
Jul 2010 – Jul 2013 |
33.02%
Jul 2010 – Jul 2015 |
20.15%
Dec 2009 – Dec 2019 |
14.63%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison Chart