Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSSH (West Shore Bank Corp) | 19.94% | 51.37% | 19.40% | 12.49% | 9.77% | 10.47% | 5.06% | … | … |
Data as of 06/08/2026, Common starting date is 10/08/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSSH (West Shore Bank Corp) | 10/08/2003 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 51.37 | 19.40 | 12.49 | 9.77 | 10.47 | 5.06 | … | … | 19.94 | 45.80 | 7.78 | -18.47 | 3.65 | 4.57 | 5.36 | 3.96 | 7.32 | 7.69 | 24.04 | 4.22 | 11.01 | 14.67 | 35.16 | 11.49 | -7.68 | -9.96 | -26.21 | 5.15 | -26.74 | 4.67 | 15.32 | 4.72 |
| Sharpe Ratio | NA | 2.79 | 0.83 | 0.51 | 0.28 | NA | NA | … | … | 2.51 | 2.35 | 0.16 | -1.15 | 0.27 | 0.18 | 0.09 | 0.11 | 0.21 | 0.28 | 0.65 | 0.27 | 0.36 | 0.54 | 1.09 | 0.29 | -0.19 | -0.45 | -0.43 | 0.10 | -1.19 | 0.17 | 0.81 | 1.30 |
| Standard Deviation(%) | NA | 17.46 | 20.56 | 19.34 | 29.23 | NA | NA | … | … | 20.09 | 18.36 | 25.23 | 19.44 | 8.33 | 24.60 | 55.33 | 23.40 | 28.54 | 25.52 | 36.76 | 15.59 | 30.12 | 26.90 | 32.41 | 40.08 | 39.98 | 22.43 | 62.36 | 19.19 | 25.50 | 14.37 | 17.68 | 16.56 |
| Draw Down(%) | NA | 6.82 | 13.53 | 24.75 | 39.80 | NA | NA | … | … | 6.82 | 6.50 | 13.53 | 20.04 | 6.30 | 15.85 | 31.68 | 16.28 | 15.25 | 14.64 | 20.00 | 8.33 | 13.60 | 7.47 | 13.64 | 15.63 | 33.44 | 15.80 | 48.01 | 8.93 | 26.74 | 6.92 | 11.11 | 4.59 |
| Yield(%) | 0.00 | 3.26 | 3.11 | 3.30 | 3.88 | 5.39 | 2.51 | … | … | 1.34 | 3.67 | 2.88 | 2.90 | 3.62 | 2.94 | 3.03 | 3.01 | 3.07 | 3.16 | 3.73 | 3.75 | 4.01 | 4.20 | 5.41 | 5.71 | 2.58 | 4.44 | 3.14 | 0.00 | 0.00 | 1.25 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 10/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSSH (West Shore Bank Corp) |
-24.03%
Nov 2005 – Nov 2008 |
-13.92%
Dec 2005 – Dec 2010 |
-0.76%
Jul 2005 – Jul 2015 |
0.49%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSSH (West Shore Bank Corp) |
26.62%
Sep 2011 – Sep 2014 |
21.97%
Aug 2011 – Aug 2016 |
12.39%
Feb 2012 – Feb 2022 |
11.13%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart