Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBTB (SBT Bancorp Inc) | NA | -0.87% | 9.36% | 6.26% | -2.03% | 2.89% | NA | … | … |
Data as of 03/24/2015, Common starting date is 03/19/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBTB (SBT Bancorp Inc) | 03/19/1999 | 03/24/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | -0.87 | 9.36 | 6.26 | -2.03 | 2.89 | NA | … | … | -3.15 | -4.11 | -5.05 | 52.78 | -7.83 | 23.92 | -0.90 | -41.70 | -4.77 | -8.89 | -0.26 | -8.33 | 76.16 | 36.11 | -1.91 | -12.16 | 23.33 |
| Sharpe Ratio | NA | -0.06 | 0.21 | 0.16 | -0.09 | NA | NA | … | … | -1.25 | -0.35 | -0.14 | 0.76 | -0.31 | 0.83 | -0.03 | -1.49 | -0.29 | -0.54 | -0.13 | -0.38 | 2.54 | 1.57 | -0.17 | -0.42 | 0.46 |
| Standard Deviation(%) | NA | 15.60 | 45.06 | 39.09 | 34.61 | NA | NA | … | … | 10.75 | 15.21 | 36.96 | 70.04 | 25.59 | 28.61 | 32.06 | 28.58 | 26.98 | 22.50 | 19.00 | 24.60 | 29.73 | 22.35 | 24.96 | 38.58 | 58.93 |
| Draw Down(%) | NA | 9.47 | 37.27 | 37.27 | 62.85 | NA | NA | … | … | 4.89 | 9.47 | 26.34 | 36.86 | 19.42 | 15.12 | 21.05 | 42.31 | 21.43 | 21.05 | 11.09 | 18.32 | 11.49 | 11.07 | 10.88 | 23.81 | 8.11 |
| Yield(%) | 0.00 | 2.50 | 3.00 | 2.81 | 1.43 | 2.02 | 1.86 | … | … | 0.62 | 2.41 | 2.24 | 3.03 | 2.53 | 2.84 | 2.23 | 1.70 | 1.46 | 1.28 | 1.18 | 0.96 | 1.16 | 1.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/24/2015, Common starting date is 03/19/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBTB (SBT Bancorp Inc) |
-25.80%
Apr 2006 – Apr 2009 |
-17.82%
Mar 2004 – Mar 2009 |
-3.29%
Jan 2004 – Jan 2014 |
1.97%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBTB (SBT Bancorp Inc) |
34.35%
Sep 2001 – Sep 2004 |
18.19%
Apr 1999 – Apr 2004 |
5.48%
Oct 2002 – Oct 2012 |
4.30%
Apr 1999 – Apr 2014 |
Annualized Rolling Returns Comparison Chart