Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHLB (Berkshire Hills Bancorp Inc) | NA | 2.37% | 1.69% | 25.86% | 2.57% | 5.56% | 1.60% | … | … |
Data as of 09/04/2025, Common starting date is 06/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHLB (Berkshire Hills Bancorp Inc) | 06/28/2000 | 09/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.76 | 2.37 | 1.69 | 25.86 | 2.57 | 5.56 | 1.60 | … | … | -4.92 | 17.92 | -14.27 | 7.15 | 69.19 | -45.21 | 25.69 | -24.58 | 1.64 | 30.39 | 12.18 | 0.70 | 17.53 | 10.86 | 3.50 | 10.47 | -31.00 | 21.62 | -20.75 | 1.51 | -8.43 | 4.01 | 56.34 | 18.72 | 31.64 | 28.78 |
| Sharpe Ratio | NA | -0.02 | -0.07 | 0.66 | 0.03 | NA | NA | … | … | -0.37 | 0.47 | -0.48 | 0.20 | 1.89 | -0.55 | 0.94 | -1.11 | 0.05 | 1.44 | 0.63 | 0.04 | 0.97 | 0.47 | 0.10 | 0.28 | -0.68 | 0.36 | -0.66 | -0.09 | -0.47 | 0.16 | 2.69 | 0.65 | 1.45 | 2.21 |
| Standard Deviation(%) | NA | 29.33 | 32.57 | 35.73 | 37.37 | NA | NA | … | … | 27.73 | 30.33 | 37.99 | 28.89 | 36.67 | 81.80 | 25.72 | 23.49 | 19.73 | 21.00 | 19.25 | 18.88 | 18.13 | 23.25 | 36.31 | 37.12 | 45.73 | 57.68 | 36.43 | 20.59 | 22.69 | 18.95 | 20.69 | 27.23 | 20.50 | 27.28 |
| Draw Down(%) | NA | 26.45 | 40.07 | 40.07 | 78.19 | NA | NA | … | … | 24.40 | 17.80 | 39.74 | 22.73 | 16.43 | 72.31 | 16.75 | 39.39 | 11.64 | 13.36 | 8.78 | 16.91 | 15.21 | 13.62 | 24.80 | 23.90 | 39.41 | 28.00 | 28.98 | 14.15 | 16.32 | 14.75 | 10.11 | 20.19 | 15.83 | 13.93 |
| Yield(%) | 0.00 | 3.37 | 2.62 | 6.73 | 2.70 | 4.00 | 2.08 | … | … | 1.93 | 2.90 | 2.42 | 1.85 | 2.85 | 2.20 | 3.37 | 2.39 | 2.29 | 2.81 | 2.90 | 2.68 | 2.95 | 3.05 | 2.86 | 3.13 | 2.05 | 2.44 | 1.72 | 1.62 | 1.41 | 1.33 | 2.04 | 2.41 | 2.84 | 0.81 |
Data as of 09/04/2025, Common starting date is 06/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHLB (Berkshire Hills Bancorp Inc) |
-33.85%
Sep 2017 – Sep 2020 |
-17.63%
Aug 2015 – Aug 2020 |
-3.98%
Jul 2010 – Jul 2020 |
-5.48%
Aug 2005 – Aug 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHLB (Berkshire Hills Bancorp Inc) |
39.52%
Nov 2000 – Nov 2003 |
26.71%
Aug 2020 – Aug 2025 |
8.59%
Jun 2008 – Jun 2018 |
8.27%
Jul 2000 – Jul 2015 |
Annualized Rolling Returns Comparison Chart