Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORRF (Orrstown Financial Services, Inc.) | 8.12% | 29.98% | 29.29% | 11.59% | 9.97% | 5.58% | 2.59% | … | … |
Data as of 06/05/2026, Common starting date is 05/13/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORRF (Orrstown Financial Services, Inc.) | 05/13/1999 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.51 | 29.98 | 29.29 | 11.59 | 9.97 | 5.58 | 2.59 | … | … | 8.12 | -0.03 | 27.69 | 32.28 | -5.26 | 57.49 | -23.58 | 27.86 | -25.99 | 14.73 | 27.94 | 6.28 | 3.98 | 69.61 | 16.85 | -68.96 | -18.66 | 33.00 | -7.35 | -15.80 | 8.27 | -21.92 | 171.10 | 44.61 | 22.50 | -0.96 | 9.64 | 8.04 |
| Sharpe Ratio | NA | 1.00 | 0.88 | 0.33 | 0.25 | NA | NA | … | … | 0.60 | -0.11 | 0.90 | 0.77 | -0.27 | 1.70 | -0.33 | 0.97 | -1.13 | 0.52 | 0.94 | 0.30 | 0.25 | 2.19 | 0.41 | -1.21 | -0.43 | 0.77 | -0.44 | -0.67 | 0.24 | -0.92 | 1.92 | 1.85 | 0.63 | -0.09 | 0.24 | 0.64 |
| Standard Deviation(%) | NA | 27.37 | 29.44 | 28.60 | 35.61 | NA | NA | … | … | 28.89 | 26.80 | 26.69 | 37.43 | 25.27 | 33.83 | 70.89 | 27.14 | 24.23 | 27.05 | 29.55 | 20.84 | 16.01 | 31.75 | 41.29 | 57.21 | 43.71 | 42.97 | 18.94 | 28.38 | 20.04 | 26.42 | 88.73 | 23.79 | 33.95 | 38.95 | 22.65 | 14.68 |
| Draw Down(%) | NA | 13.19 | 35.92 | 42.40 | 54.69 | NA | NA | … | … | 13.19 | 27.99 | 14.55 | 36.63 | 16.54 | 14.40 | 48.18 | 12.97 | 31.79 | 14.78 | 20.47 | 13.33 | 8.91 | 21.14 | 27.82 | 72.31 | 43.34 | 25.18 | 19.32 | 25.17 | 10.46 | 29.94 | 19.25 | 7.84 | 17.00 | 21.81 | 9.09 | 5.71 |
| Yield(%) | 0.00 | 3.81 | 5.08 | 3.48 | 3.71 | 2.26 | 1.75 | … | … | 1.72 | 2.95 | 2.93 | 3.44 | 3.02 | 4.50 | 3.07 | 3.22 | 2.57 | 1.86 | 1.97 | 1.32 | 0.00 | 0.00 | 0.00 | 2.43 | 2.51 | 3.26 | 2.90 | 2.33 | 2.26 | 1.69 | 1.18 | 1.82 | 1.85 | 1.56 | 3.67 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/13/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORRF (Orrstown Financial Services, Inc.) |
-38.45%
Jun 2009 – Jun 2012 |
-24.89%
Jan 2007 – Jan 2012 |
-8.16%
Jan 2005 – Jan 2015 |
-5.63%
May 2005 – May 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORRF (Orrstown Financial Services, Inc.) |
72.25%
Jan 2002 – Jan 2005 |
40.55%
Jan 2000 – Jan 2005 |
17.78%
Jun 1999 – Jun 2009 |
7.55%
Dec 2001 – Dec 2016 |
Annualized Rolling Returns Comparison Chart