Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CITIZENS and NORTHERN CORPORATION SAVINGS and RETIREMENT PLAN Tactical Asset Allocation Moderate | 6.18% | 14.14% | 8.49% | 3.79% | 7.45% | 6.11% | 7.72% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CITIZENS and NORTHERN CORPORATION SAVINGS and RETIREMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 05/01/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.65 | 14.14 | 8.49 | 3.79 | 7.45 | 6.11 | 7.72 | … | … | 6.18 | 6.39 | 4.71 | 11.03 | -15.92 | 15.26 | 14.70 | 17.18 | -3.63 | 12.56 | 8.16 | -2.10 | 2.30 | 14.85 | 12.90 | -5.18 | 11.65 | 16.99 | 2.81 | 18.11 | 18.08 | 7.07 | 11.31 | 21.50 | -2.16 | -2.72 |
| Sharpe Ratio | NA | 1.13 | 0.37 | 0.10 | 0.52 | NA | NA | … | … | 0.28 | 0.33 | 0.12 | 0.99 | -1.45 | 1.40 | 0.96 | 2.61 | -0.59 | 2.50 | 0.96 | -0.25 | 0.32 | 1.97 | 1.54 | -0.36 | 0.96 | 1.73 | 0.49 | 1.25 | 1.93 | 0.79 | 1.39 | 3.15 | -0.82 | -1.19 |
| Standard Deviation(%) | NA | 9.85 | 9.56 | 9.92 | 9.74 | NA | NA | … | … | 11.66 | 10.55 | 8.83 | 7.48 | 11.98 | 10.85 | 15.03 | 6.01 | 8.49 | 4.76 | 8.31 | 8.62 | 7.12 | 7.51 | 8.32 | 14.46 | 12.07 | 9.76 | 3.73 | 11.93 | 7.60 | 6.07 | 7.45 | 6.61 | 4.04 | 4.33 |
| Draw Down(%) | NA | 7.73 | 14.82 | 21.20 | 21.20 | NA | NA | … | … | 7.73 | 13.27 | 6.06 | 7.28 | 21.17 | 6.77 | 18.76 | 2.59 | 10.89 | 2.27 | 5.83 | 8.65 | 5.73 | 5.23 | 6.88 | 15.45 | 9.01 | 5.27 | 2.30 | 8.71 | 7.31 | 4.33 | 5.77 | 2.97 | 3.45 | 5.37 |
| Yield(%) | NA | 1.97 | 2.53 | 2.84 | 2.53 | NA | NA | … | … | NA | NA | 0.24 | 1.86 | 2.26 | 3.18 | 3.54 | 3.51 | 2.58 | 2.48 | 2.31 | 1.95 | 1.89 | 3.63 | 1.86 | 2.64 | 1.83 | 3.15 | 3.39 | 5.19 | 5.86 | 3.00 | 3.42 | 1.02 | 0.03 | 2.06 |
Data as of 02/27/2026, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CITIZENS and NORTHERN CORPORATION SAVINGS and RETIREMENT PLAN Tactical Asset Allocation Moderate |
-0.75%
Dec 2021 – Dec 2024 |
3.09%
Mar 2021 – Mar 2026 |
4.82%
Oct 2013 – Oct 2023 |
5.62%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CITIZENS and NORTHERN CORPORATION SAVINGS and RETIREMENT PLAN Tactical Asset Allocation Moderate |
17.75%
Oct 2004 – Oct 2007 |
15.26%
Oct 2002 – Oct 2007 |
11.52%
Apr 2003 – Apr 2013 |
9.97%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart