Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHB (Bar Harbor Bankshares) | 16.41% | 29.11% | 18.56% | 7.53% | 8.01% | 10.87% | 8.77% | … | … |
Data as of 06/04/2026, Common starting date is 09/23/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHB (Bar Harbor Bankshares) | 09/23/1997 | 06/04/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.87 | 29.11 | 18.56 | 7.53 | 8.01 | 10.87 | 8.77 | … | … | 16.41 | 5.71 | 8.63 | -4.45 | 14.76 | 32.33 | -7.23 | 17.15 | -14.60 | -12.96 | 42.03 | 10.81 | 24.15 | 23.01 | 16.21 | 7.23 | 9.85 | 10.52 | -15.13 | 2.01 | 24.52 | -6.35 | 10.67 | 44.99 | 11.81 | 33.47 | -16.41 | -22.51 | -11.20 | 15.90 |
| Sharpe Ratio | NA | 0.76 | 0.44 | 0.13 | 0.17 | NA | NA | … | … | 1.48 | 0.09 | 0.13 | -0.23 | 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 | -0.08 | 1.23 | -0.75 | 0.71 | 2.59 | 0.47 | 1.08 | -0.67 | -0.88 | -0.45 | 2.39 |
| Standard Deviation(%) | NA | 27.13 | 33.26 | 33.15 | 37.92 | NA | NA | … | … | 25.18 | 30.69 | 37.84 | 35.51 | 32.13 | 33.87 | 73.86 | 29.79 | 27.56 | 30.58 | 26.56 | 27.64 | 22.63 | 21.84 | 21.73 | 13.42 | 21.74 | 49.44 | 26.80 | 14.91 | 17.26 | 11.47 | 13.65 | 17.12 | 22.89 | 29.20 | 30.85 | 29.29 | 32.64 | 28.36 |
| Draw Down(%) | NA | 13.86 | 27.14 | 33.36 | 54.82 | NA | NA | … | … | 12.21 | 17.41 | 20.20 | 31.65 | 21.61 | 19.39 | 45.24 | 21.01 | 28.04 | 22.69 | 13.48 | 19.62 | 9.35 | 13.88 | 14.00 | 7.60 | 17.42 | 31.38 | 28.56 | 12.55 | 10.47 | 7.75 | 7.53 | 11.97 | 16.99 | 14.60 | 26.54 | 23.61 | 41.54 | 9.84 |
| Yield(%) | 0.00 | 4.55 | 5.07 | 3.80 | 2.89 | 3.66 | 3.49 | … | … | 2.11 | 4.19 | 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 06/04/2026, Common starting date 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) |
-17.23%
Mar 2017 – Mar 2020 |
-4.12%
Mar 1998 – Mar 2003 |
4.08%
Feb 1999 – Feb 2009 |
5.08%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHB (Bar Harbor Bankshares) |
29.34%
Dec 2000 – Dec 2003 |
22.81%
Dec 2011 – Dec 2016 |
14.24%
Feb 2009 – Feb 2019 |
13.75%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart