Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SQCF (Susquehanna Community Financial Inc) | NA | 45.49% | 3.82% | 4.62% | 3.50% | 7.11% | 5.28% | … | … |
Data as of 10/02/2025, Common starting date is 12/03/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SQCF (Susquehanna Community Financial Inc) | 12/03/1999 | 10/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | 45.49 | 3.82 | 4.62 | 3.50 | 7.11 | 5.28 | … | … | 27.73 | 18.53 | -21.96 | -8.55 | 9.77 | -4.34 | 0.42 | -2.18 | 23.75 | 3.41 | -0.43 | 19.85 | 47.58 | 18.14 | -0.62 | 4.38 | -8.99 | 5.96 | -2.55 | 0.40 | 1.90 | 6.82 | 32.09 | -1.67 | -1.79 | -8.20 | -2.83 |
| Sharpe Ratio | NA | 1.34 | 0.01 | 0.06 | 0.05 | NA | NA | … | … | 1.26 | 0.35 | -0.40 | -0.23 | 0.36 | -0.15 | -0.04 | -0.18 | 0.61 | 0.07 | -0.03 | 1.14 | 1.72 | 0.61 | -0.02 | 0.13 | -0.33 | 0.17 | -0.35 | -0.25 | -0.02 | 0.18 | 1.93 | -0.20 | -0.33 | -0.49 | -3.46 |
| Standard Deviation(%) | NA | 31.62 | 48.94 | 43.28 | 38.22 | NA | NA | … | … | 28.27 | 42.16 | 64.04 | 44.07 | 26.99 | 29.77 | 27.61 | 20.20 | 38.22 | 43.63 | 15.66 | 17.38 | 27.65 | 29.67 | 32.22 | 33.86 | 27.40 | 28.61 | 16.43 | 12.21 | 15.14 | 33.13 | 16.22 | 13.84 | 13.00 | 25.37 | 10.28 |
| Draw Down(%) | NA | 16.60 | 42.11 | 50.47 | 50.47 | NA | NA | … | … | 10.28 | 22.26 | 38.94 | 30.03 | 11.78 | 18.92 | 18.98 | 19.48 | 24.38 | 30.16 | 8.10 | 11.57 | 8.75 | 17.28 | 13.10 | 14.00 | 20.06 | 11.98 | 12.49 | 7.62 | 13.12 | 19.35 | 5.92 | 10.69 | 9.30 | 21.57 | 2.83 |
| Yield(%) | 0.00 | 8.38 | 5.18 | 5.54 | 4.59 | 6.54 | 4.86 | … | … | 5.62 | 6.40 | 5.96 | 5.41 | 5.23 | 4.47 | 4.00 | 3.54 | 4.01 | 3.89 | 3.57 | 3.82 | 4.89 | 5.13 | 4.39 | 4.26 | 3.58 | 3.66 | 3.36 | 3.26 | 2.83 | 2.80 | 3.38 | 3.22 | 2.79 | 2.12 | 1.20 |
Data as of 10/02/2025, Common starting date is 12/03/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SQCF (Susquehanna Community Financial Inc) |
-11.54%
Jan 2021 – Jan 2024 |
-5.77%
May 2018 – May 2023 |
0.58%
Jun 2014 – Jun 2024 |
3.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SQCF (Susquehanna Community Financial Inc) |
29.98%
Nov 2011 – Nov 2014 |
22.50%
Jul 2011 – Jul 2016 |
12.06%
Oct 2011 – Oct 2021 |
9.93%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart