Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SASR (Sandy Spring Bancorp Inc) | NA | 31.44% | -10.47% | 8.92% | 4.46% | 7.69% | 2.48% | … | … |
Data as of 03/31/2025, Common starting date is 04/07/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SASR (Sandy Spring Bancorp Inc) | 04/07/1994 | 03/31/2025 |
| 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 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.64 | 31.44 | -10.47 | 8.92 | 4.46 | 7.69 | 2.48 | … | … | -16.27 | 30.22 | -18.30 | -24.19 | 53.81 | -10.98 | 25.07 | -17.33 | 0.09 | 53.49 | 6.89 | -4.55 | 49.35 | 13.55 | -2.88 | 107.81 | -58.12 | -18.00 | -24.94 | 12.15 | -6.76 | 4.92 | 21.13 | 0.98 | 43.77 | -12.45 | -10.37 | 20.50 | 56.25 | -8.57 | 103.88 | 14.44 |
| Sharpe Ratio | NA | 0.56 | -0.42 | 0.16 | 0.08 | NA | NA | … | … | -1.85 | 0.65 | -0.58 | -0.88 | 1.70 | -0.18 | 1.08 | -0.87 | -0.03 | 2.42 | 0.31 | -0.17 | 2.22 | 0.51 | -0.06 | 2.44 | -0.76 | -0.32 | -0.73 | 0.34 | -0.30 | 0.15 | 0.72 | 0.00 | 0.86 | -0.38 | -0.43 | 0.41 | 1.38 | -0.28 | 1.89 | 0.80 |
| Standard Deviation(%) | NA | 35.30 | 35.29 | 38.98 | 33.48 | NA | NA | … | … | 29.77 | 36.62 | 39.16 | 29.27 | 31.66 | 63.51 | 21.82 | 21.43 | 21.14 | 22.02 | 21.81 | 26.33 | 22.23 | 26.87 | 49.64 | 44.19 | 76.28 | 59.20 | 38.42 | 25.90 | 30.21 | 26.50 | 28.56 | 37.24 | 49.28 | 43.35 | 31.39 | 42.36 | 38.12 | 43.12 | 52.96 | 21.29 |
| Draw Down(%) | NA | 28.00 | 53.70 | 59.19 | 59.19 | NA | NA | … | … | 20.55 | 26.53 | 42.78 | 34.19 | 16.05 | 50.86 | 14.41 | 29.47 | 17.32 | 8.71 | 13.66 | 19.46 | 14.43 | 13.65 | 29.26 | 22.78 | 70.15 | 53.46 | 31.49 | 10.56 | 20.05 | 17.55 | 11.49 | 18.92 | 30.59 | 28.70 | 18.78 | 27.70 | 8.33 | 23.78 | 10.26 | 9.26 |
| Yield(%) | 0.00 | 6.11 | 3.03 | 5.83 | 4.53 | 6.38 | 2.80 | … | … | 1.04 | 4.97 | 3.90 | 2.78 | 4.04 | 3.14 | 3.74 | 2.73 | 2.61 | 3.74 | 3.53 | 2.73 | 3.19 | 2.69 | 1.79 | 0.44 | 1.72 | 3.60 | 2.40 | 2.52 | 2.18 | 2.09 | 2.33 | 2.23 | 4.00 | 3.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/31/2025, Common starting date is 04/07/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SASR (Sandy Spring Bancorp Inc) |
-36.35%
Dec 2006 – Dec 2009 |
-23.06%
Dec 2004 – Dec 2009 |
-7.97%
Dec 1999 – Dec 2009 |
-1.21%
Feb 1998 – Feb 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SASR (Sandy Spring Bancorp Inc) |
55.36%
Feb 1995 – Feb 1998 |
30.58%
Sep 1994 – Sep 1999 |
18.70%
Dec 2009 – Dec 2019 |
13.34%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart