Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOBS (Solvay Bank Corp) | 8.78% | 15.26% | 7.58% | -0.60% | 3.91% | 5.70% | 1.52% | … | … |
Data as of 06/10/2026, Common starting date is 12/10/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOBS (Solvay Bank Corp) | 12/10/1999 | 06/10/2026 |
| 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 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.51 | 15.26 | 7.58 | -0.60 | 3.91 | 5.70 | 1.52 | … | … | 8.78 | 21.97 | -13.13 | 0.19 | -12.76 | 17.31 | -2.51 | -4.02 | 5.36 | 10.68 | 9.45 | 8.96 | 12.51 | 17.70 | 23.86 | 11.46 | -7.64 | -1.85 | -41.28 | -12.43 | -13.75 | -15.20 | 100.98 | 18.74 | 48.92 | 15.88 | 11.16 | 0.00 |
| Sharpe Ratio | NA | 0.73 | 0.20 | -0.09 | 0.09 | NA | NA | … | … | 1.07 | 0.82 | -0.49 | -0.08 | -0.52 | 0.87 | -0.05 | -0.28 | 0.19 | 0.65 | 0.52 | 0.41 | 0.52 | 1.40 | 0.97 | 0.33 | -0.46 | -0.03 | -0.81 | -0.63 | -0.83 | -1.10 | 2.50 | 0.86 | 2.00 | 0.88 | 0.57 | 0.00 |
| Standard Deviation(%) | NA | 20.63 | 30.40 | 30.31 | 29.98 | NA | NA | … | … | 22.06 | 23.43 | 34.20 | 41.91 | 27.27 | 20.04 | 54.94 | 19.93 | 20.57 | 15.39 | 17.76 | 21.75 | 23.88 | 12.63 | 24.73 | 34.69 | 16.70 | 72.11 | 51.86 | 24.63 | 20.83 | 15.88 | 39.95 | 20.88 | 23.87 | 15.49 | 12.22 | NA |
| Draw Down(%) | NA | 10.17 | 24.78 | 37.67 | 37.67 | NA | NA | … | … | 9.70 | 9.75 | 24.78 | 33.82 | 17.61 | 10.82 | 28.31 | 15.49 | 14.79 | 7.53 | 8.83 | 9.68 | 11.84 | 4.75 | 13.69 | 27.75 | 18.96 | 30.57 | 47.32 | 30.42 | 25.14 | 23.33 | 17.34 | 9.92 | 10.74 | 4.76 | 5.94 | 0.00 |
| Yield(%) | 0.00 | 6.00 | 5.20 | 3.56 | 4.45 | 5.50 | 2.53 | … | … | 1.51 | 6.77 | 4.10 | 4.94 | 4.04 | 3.30 | 3.84 | 3.46 | 3.38 | 3.32 | 3.77 | 3.58 | 3.75 | 4.05 | 5.85 | 3.55 | 5.37 | 3.64 | 1.48 | 1.65 | 1.34 | 1.01 | 1.95 | 1.89 | 2.15 | 2.62 | 1.65 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/10/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOBS (Solvay Bank Corp) |
-26.30%
Sep 2005 – Sep 2008 |
-19.61%
Mar 2005 – Mar 2010 |
-5.07%
Feb 2005 – Feb 2015 |
-2.69%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOBS (Solvay Bank Corp) |
57.23%
Sep 2001 – Sep 2004 |
37.56%
Mar 2000 – Mar 2005 |
9.95%
Apr 2009 – Apr 2019 |
8.09%
Jul 2000 – Jul 2015 |
Annualized Rolling Returns Comparison Chart