Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BHB (Bar Harbor Bankshares) | 7.45% | 27.44% | 11.22% | 13.53% | 6.72% | 11.10% | 8.74% | 5.27% |
Data as of 07/03/2025, AR inception is 09/23/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHB (Bar Harbor Bankshares) | 09/23/1997 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.29 | 27.44 | 11.22 | 13.53 | 6.72 | 11.10 | 8.74 | 5.27 | 7.45 | 8.63 | -4.45 | 14.76 | 32.33 | -7.21 | 17.15 | -14.60 | -12.95 | 41.97 | 10.80 | 24.18 | 22.99 | 16.23 | 7.22 | 9.84 | 10.59 | -15.11 | 1.99 | 24.48 | -6.37 | 10.64 | 44.96 | 11.81 | 33.45 | -16.43 | -61.28 | -11.20 | 15.90 |
| Sharpe Ratio | NA | 0.44 | 0.12 | 0.16 | 0.12 | NA | NA | 0.10 | -0.16 | 0.05 | -0.25 | 0.42 | 0.95 | -0.10 | 0.53 | -0.58 | -0.45 | 1.57 | 0.39 | 1.07 | 1.05 | 0.75 | 0.54 | 0.45 | 0.21 | -0.60 | -0.07 | 1.23 | -0.74 | 0.71 | 2.59 | 0.47 | 1.09 | -0.67 | -0.89 | -0.44 | 2.40 |
| Standard Deviation(%) | NA | 37.86 | 35.42 | 35.99 | 38.13 | NA | NA | 32.95 | 32.32 | 37.84 | 35.51 | 32.13 | 33.87 | 73.86 | 29.79 | 27.56 | 30.58 | 26.55 | 27.64 | 22.62 | 21.84 | 21.72 | 13.42 | 21.74 | 49.44 | 26.80 | 14.91 | 17.26 | 11.47 | 13.65 | 17.12 | 22.89 | 29.20 | 30.85 | 72.45 | 32.64 | 28.36 |
| Draw Down(%) | NA | 27.14 | 33.36 | 33.36 | 54.82 | NA | NA | 76.59 | 17.41 | 20.20 | 31.65 | 21.61 | 19.39 | 45.24 | 21.01 | 28.04 | 22.69 | 13.48 | 19.62 | 9.35 | 13.89 | 14.00 | 7.59 | 17.42 | 31.34 | 28.56 | 12.56 | 10.48 | 7.76 | 7.54 | 11.97 | 17.00 | 14.60 | 26.55 | 61.81 | 41.54 | 9.84 |
| Yield(%) | 0.00 | 4.64 | 4.31 | 5.13 | 2.77 | 4.10 | 3.77 | 2.08 | 2.06 | 4.00 | 3.52 | 3.48 | 4.18 | 3.51 | 3.74 | 2.91 | 1.77 | 3.23 | 3.20 | 2.56 | 3.57 | 3.89 | 3.78 | 3.81 | 3.94 | 3.26 | 3.09 | 3.43 | 2.91 | 2.97 | 3.96 | 4.31 | 5.38 | 4.31 | 1.53 | 2.48 | 0.67 |
Data as of 07/03/2025, AR inception is 09/23/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHB (Bar Harbor Bankshares) |
-34.01%
Dec 1997 - Dec 2000 |
-16.56%
Mar 1998 - Mar 2003 |
-2.50%
Mar 1998 - Mar 2008 |
0.33%
Dec 1997 - Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHB (Bar Harbor Bankshares) |
29.32%
Dec 2000 - Dec 2003 |
22.80%
Dec 2011 - Dec 2016 |
14.24%
Feb 2009 - Feb 2019 |
13.75%
Mar 2002 - Mar 2017 |
Annualized Rolling Returns Comparison Chart