Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMAL (Amalgamated Financial Corp.) | 28.27% | 37.59% | 40.76% | 22.74% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/13/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMAL (Amalgamated Financial Corp.) | 06/13/2018 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.57 | 37.59 | 40.76 | 22.74 | NA | NA | NA | … | … | 28.27 | -2.50 | 26.32 | 19.44 | 39.78 | 24.44 | -27.48 | 1.23 | 47.62 |
| Sharpe Ratio | NA | 1.21 | 1.23 | 0.60 | NA | NA | NA | … | … | 2.93 | -0.17 | 0.69 | 0.41 | 1.20 | 0.70 | -0.40 | -0.01 | 2.12 |
| Standard Deviation(%) | NA | 30.37 | 32.99 | 33.72 | NA | NA | NA | … | … | 30.56 | 32.36 | 32.93 | 39.29 | 32.10 | 34.87 | 69.76 | 25.51 | 48.25 |
| Draw Down(%) | NA | 24.41 | 32.85 | 46.88 | NA | NA | NA | … | … | 11.83 | 30.49 | 21.80 | 41.70 | 14.70 | 29.26 | 58.02 | 24.31 | 25.78 |
| Yield(%) | 0.00 | 2.06 | 3.37 | 2.84 | 2.32 | 1.55 | 1.16 | … | … | 1.06 | 1.69 | 1.73 | 1.73 | 2.13 | 2.36 | 1.66 | 1.33 | 0.45 |
Data as of 06/03/2026, Common starting date is 06/13/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMAL (Amalgamated Financial Corp.) |
-5.59%
Nov 2018 – Nov 2021 |
-0.33%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMAL (Amalgamated Financial Corp.) |
45.48%
May 2023 – May 2026 |
24.26%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart