Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
STL-PA (Sterling Bancorp) NA 7.92% 6.23% NA NA NA NA
Data as of 02/01/2022, Common starting date is 10/04/2017
More Performance Analytics Comparison
Name Start Date End Date
STL-PA (Sterling Bancorp) 10/04/2017 02/01/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017
Annualized Return (%) 0.08 7.92 6.23 NA NA NA NA -1.34 6.78 -0.94 7.03 -5.40 3.74
Sharpe Ratio NA 1.03 0.12 NA NA NA NA -2.29 0.84 -0.01 0.53 -0.65 2.65
Standard Deviation(%) NA 7.67 46.71 NA NA NA NA 6.57 8.00 79.61 10.65 10.29 5.98
Draw Down(%) NA 3.10 55.10 NA NA NA NA 2.15 3.10 53.74 8.43 12.56 1.39
Yield(%) 0.00 6.26 6.14 5.49 2.75 1.83 1.37 0.00 6.25 6.14 6.46 6.26 1.62
Data as of 02/01/2022, Common starting date is 10/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STL-PA (Sterling Bancorp) 5.47%
Jan 2019 – Jan 2022
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STL-PA (Sterling Bancorp) 9.26%
Dec 2018 – Dec 2021
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return