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 Asset Allocation Composite Moderate | 3.77% | 13.93% | 9.48% | 5.73% | 6.46% | 4.86% | 4.79% | … | … |
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 Asset Allocation Composite 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 (%) | 0.24 | 13.93 | 9.48 | 5.73 | 6.46 | 4.86 | 4.79 | … | … | 3.77 | 11.96 | 4.66 | 10.14 | -9.09 | 10.39 | 4.76 | 16.19 | -5.21 | 13.44 | 4.55 | -1.02 | 0.26 | 4.35 | 7.73 | -0.48 | 4.12 | 5.92 | 1.09 | 5.81 | 7.71 | 3.16 | 3.99 | 5.04 | 1.05 | 1.09 |
| Sharpe Ratio | NA | 1.46 | 0.71 | 0.30 | 0.51 | NA | NA | … | … | 0.31 | 1.10 | 0.14 | 0.89 | -0.89 | 1.48 | 0.27 | 2.81 | -0.90 | 3.41 | 0.67 | -0.22 | 0.07 | 1.08 | 1.51 | -0.08 | 1.04 | 1.82 | 0.73 | 1.10 | 1.81 | 0.52 | 1.16 | 2.43 | -0.13 | -1.88 |
| Standard Deviation(%) | NA | 8.12 | 8.07 | 8.74 | 8.98 | NA | NA | … | … | 10.68 | 8.22 | 7.48 | 7.30 | 11.79 | 6.99 | 16.73 | 5.25 | 7.34 | 3.75 | 6.44 | 4.80 | 3.42 | 4.00 | 5.08 | 6.43 | 3.88 | 3.20 | 0.17 | 2.43 | 2.37 | 1.71 | 2.59 | 1.78 | 0.74 | 0.71 |
| Draw Down(%) | NA | 6.93 | 10.93 | 15.63 | 21.39 | NA | NA | … | … | 6.93 | 8.82 | 6.13 | 7.17 | 15.63 | 3.40 | 21.39 | 2.84 | 10.20 | 1.29 | 3.36 | 6.41 | 3.38 | 4.17 | 5.00 | 5.37 | 3.54 | 1.75 | 0.00 | 1.08 | 2.34 | 0.98 | 2.14 | 1.32 | 0.43 | 1.21 |
| Yield(%) | NA | 2.77 | 3.53 | 3.23 | 2.85 | NA | NA | … | … | NA | NA | 0.70 | 2.60 | 3.23 | 4.31 | 2.31 | 3.46 | 3.06 | 3.23 | 2.92 | 1.51 | 1.70 | 1.22 | 1.94 | 1.83 | 1.31 | 1.07 | 0.92 | 4.56 | 4.81 | 2.78 | 2.47 | 1.30 | 1.08 | 2.19 |
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 Asset Allocation Composite Moderate |
0.40%
Feb 2013 – Feb 2016 |
1.73%
Feb 2011 – Feb 2016 |
2.72%
Mar 2010 – Mar 2020 |
3.20%
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 Asset Allocation Composite Moderate |
10.67%
Sep 2022 – Sep 2025 |
7.68%
May 2016 – May 2021 |
6.46%
Feb 2016 – Feb 2026 |
4.86%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart