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 Strategic Asset Allocation – Optimal Moderate | 4.29% | 14.07% | 10.02% | 4.12% | 7.21% | 5.75% | 5.55% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | 0.28 | 14.07 | 10.02 | 4.12 | 7.21 | 5.75 | 5.55 | … | … | 4.29 | 11.89 | 5.85 | 10.66 | -14.15 | 7.32 | 14.04 | 18.63 | -5.43 | 13.26 | 5.17 | -2.88 | 1.60 | 13.23 | 12.84 | -2.16 | 13.37 | 24.63 | -22.61 | 4.37 | 13.36 | 7.07 | 9.75 | 24.70 | -10.29 | -3.46 |
| Sharpe Ratio | NA | 1.52 | 0.80 | 0.17 | 0.52 | NA | NA | … | … | 0.39 | 1.13 | 0.32 | 0.83 | -1.16 | 0.89 | 0.77 | 2.79 | -0.82 | 3.16 | 0.57 | -0.34 | 0.24 | 1.82 | 1.40 | -0.14 | 1.13 | 1.39 | -1.05 | 0.14 | 1.46 | 0.78 | 1.22 | 2.78 | -0.96 | -0.54 |
| Standard Deviation(%) | NA | 7.96 | 8.06 | 9.33 | 9.74 | NA | NA | … | … | 10.65 | 8.00 | 7.03 | 8.45 | 13.37 | 8.22 | 17.92 | 6.14 | 8.32 | 3.99 | 8.64 | 8.53 | 6.69 | 7.25 | 9.10 | 16.15 | 11.75 | 17.71 | 22.39 | 8.92 | 6.80 | 6.14 | 7.18 | 8.61 | 11.96 | 10.80 |
| Draw Down(%) | NA | 7.02 | 9.48 | 21.15 | 21.15 | NA | NA | … | … | 7.02 | 8.37 | 5.14 | 8.49 | 21.15 | 4.86 | 21.12 | 3.07 | 11.13 | 1.67 | 7.48 | 9.17 | 5.12 | 5.95 | 8.30 | 16.41 | 8.62 | 18.27 | 34.95 | 6.16 | 6.76 | 4.04 | 5.59 | 7.87 | 19.34 | 14.55 |
| Yield(%) | NA | 2.83 | 2.56 | 2.56 | 2.35 | NA | NA | … | … | NA | NA | 0.70 | 2.79 | 2.16 | 2.13 | 2.60 | 2.75 | 2.02 | 1.90 | 1.90 | 2.20 | 2.54 | 3.06 | 2.35 | 2.40 | 1.91 | 2.15 | 3.25 | 5.17 | 6.29 | 2.87 | 2.87 | 1.70 | 0.63 | 1.01 |
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 Strategic Asset Allocation – Optimal M |
-8.08%
Feb 2006 – Feb 2009 |
-1.77%
Feb 2004 – Feb 2009 |
3.47%
Oct 2013 – Oct 2023 |
3.71%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CITIZENS and NORTHERN CORPORATION SAVINGS and RETIREMENT PLAN Strategic Asset Allocation – Optimal M |
19.19%
Feb 2009 – Feb 2012 |
15.41%
Feb 2009 – Feb 2014 |
9.14%
Feb 2009 – Feb 2019 |
7.92%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart