Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKUT (Bank of Utica) | 34.36% | 45.40% | 24.95% | 7.12% | 7.34% | 9.26% | 4.92% | … | … |
Data as of 06/05/2026, Common starting date is 02/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKUT (Bank of Utica) | 02/24/2000 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 45.40 | 24.95 | 7.12 | 7.34 | 9.26 | 4.92 | … | … | 34.36 | 0.02 | 3.88 | 40.08 | -27.57 | 3.06 | -3.05 | 5.62 | 1.32 | 19.30 | -4.63 | 4.19 | 17.36 | 29.83 | 7.08 | 32.70 | -17.91 | 48.89 | -52.22 | 2.37 | -5.36 | 4.34 | 60.20 | 30.11 | 33.57 | 18.03 | -7.43 |
| Sharpe Ratio | NA | 0.65 | 0.40 | 0.08 | 0.11 | NA | NA | … | … | 2.38 | -0.05 | 0.01 | 0.45 | -0.57 | 0.14 | -0.05 | 0.26 | 0.00 | 0.57 | -0.30 | 0.33 | 1.75 | 0.95 | 0.27 | 0.64 | -0.07 | 0.46 | -1.32 | -0.03 | -0.24 | 0.11 | 1.87 | 1.68 | 2.15 | 0.30 | -0.10 |
| Standard Deviation(%) | NA | 66.05 | 46.87 | 56.43 | 47.82 | NA | NA | … | … | 43.45 | 62.16 | 36.37 | 82.46 | 51.16 | 22.25 | 70.73 | 16.03 | 18.45 | 32.70 | 16.22 | 12.70 | 9.91 | 31.47 | 26.27 | 41.08 | 282.48 | 117.45 | 40.39 | 26.60 | 36.04 | 19.02 | 31.66 | 17.51 | 15.06 | 47.42 | 142.33 |
| Draw Down(%) | NA | 33.77 | 33.77 | 42.57 | 53.77 | NA | NA | … | … | 4.57 | 33.77 | 23.60 | 42.57 | 36.99 | 7.03 | 45.55 | 10.53 | 12.00 | 15.77 | 19.96 | 7.50 | 1.04 | 14.69 | 15.37 | 10.32 | 29.85 | 26.67 | 52.22 | 14.85 | 26.73 | 11.55 | 10.67 | 3.53 | 2.12 | 23.91 | 17.01 |
| Yield(%) | 0.00 | 3.85 | 4.66 | 3.06 | 3.49 | 5.06 | 2.73 | … | … | 0.00 | 3.56 | 3.47 | 4.55 | 3.09 | 2.96 | 2.62 | 2.57 | 2.45 | 2.73 | 2.39 | 2.29 | 2.51 | 2.97 | 2.83 | 1.56 | 0.00 | 0.00 | 0.77 | 1.50 | 1.32 | 1.31 | 1.98 | 3.46 | 2.65 | 1.39 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKUT (Bank of Utica) |
-23.78%
Jan 2006 – Jan 2009 |
-11.58%
Apr 2005 – Apr 2010 |
-0.24%
Jun 2006 – Jun 2016 |
0.94%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKUT (Bank of Utica) |
42.95%
Feb 2002 – Feb 2005 |
27.95%
Dec 2000 – Dec 2005 |
12.89%
May 2010 – May 2020 |
11.71%
Feb 2002 – Feb 2017 |
Annualized Rolling Returns Comparison Chart