Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPRN (Princeton Bancorp, Inc.) | 1.75% | 18.62% | 14.08% | 6.91% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/31/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPRN (Princeton Bancorp, Inc.) | 05/31/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.34 | 18.62 | 14.08 | 6.91 | NA | NA | NA | … | … | 1.75 | 4.80 | -0.56 | 17.72 | 11.78 | 28.14 | -24.28 | 13.60 | -18.67 | 5.31 |
| Sharpe Ratio | NA | 0.73 | 0.48 | 0.21 | NA | NA | NA | … | … | 0.53 | 0.06 | -0.15 | 0.43 | 0.62 | 1.10 | -0.36 | 0.57 | -1.11 | 0.27 |
| Standard Deviation(%) | NA | 26.68 | 29.90 | 25.97 | NA | NA | NA | … | … | 23.43 | 31.16 | 27.19 | 32.64 | 16.78 | 25.64 | 68.84 | 21.20 | 18.12 | 31.22 |
| Draw Down(%) | NA | 14.61 | 28.15 | 34.45 | NA | NA | NA | … | … | 12.11 | 18.82 | 18.81 | 34.45 | 15.45 | 13.78 | 44.74 | 20.84 | 22.84 | 21.59 |
| Yield(%) | 0.00 | 4.45 | 4.78 | 3.85 | 2.03 | 1.36 | 1.02 | … | … | 2.07 | 3.69 | 3.31 | 3.85 | 3.33 | 2.86 | 1.28 | 0.68 | 0.09 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/31/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPRN (Princeton Bancorp, Inc.) |
-21.81%
Jul 2017 – Jul 2020 |
-3.92%
Jul 2017 – Jul 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPRN (Princeton Bancorp, Inc.) |
21.87%
Jul 2020 – Jul 2023 |
15.63%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart