Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSPA (Ballston Spa Bancorp Inc) | 11.37% | 23.50% | 14.80% | 8.72% | 10.67% | 8.92% | 6.09% | … | … |
Data as of 06/04/2026, Common starting date is 02/23/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSPA (Ballston Spa Bancorp Inc) | 02/23/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 23.50 | 14.80 | 8.72 | 10.67 | 8.92 | 6.09 | … | … | 11.37 | 17.26 | 13.27 | -11.16 | 28.02 | 8.00 | -18.75 | 19.07 | 17.07 | 16.84 | 16.61 | 1.89 | 11.42 | 5.57 | 5.70 | 9.40 | 20.90 | -25.91 | -2.21 | -2.34 | -12.71 | 26.95 | 38.53 | -20.45 | -6.27 | -1.25 | -7.69 | 14.19 |
| Sharpe Ratio | NA | 0.67 | 0.60 | 0.30 | 0.44 | NA | NA | … | … | 1.65 | 0.37 | 0.96 | -0.84 | 2.00 | 0.32 | -0.68 | 0.65 | 1.04 | 1.51 | 2.34 | 0.35 | 0.46 | 0.40 | 0.08 | 0.18 | 0.75 | -0.45 | -0.18 | -0.30 | -0.65 | 1.14 | 1.91 | -1.28 | -0.34 | -0.14 | -0.58 | 1.16 |
| Standard Deviation(%) | NA | 28.69 | 21.39 | 20.59 | 20.68 | NA | NA | … | … | 17.16 | 38.08 | 10.45 | 17.68 | 11.16 | 30.69 | 27.84 | 27.09 | 15.08 | 10.74 | 7.00 | 5.31 | 24.57 | 13.84 | 69.35 | 51.74 | 27.74 | 58.29 | 17.82 | 18.46 | 24.71 | 21.64 | 19.71 | 16.48 | 21.67 | 27.62 | 20.48 | 11.45 |
| Draw Down(%) | NA | 14.31 | 14.31 | 21.14 | 32.40 | NA | NA | … | … | 6.58 | 14.31 | 2.98 | 21.14 | 0.02 | 20.00 | 32.40 | 13.06 | 10.31 | 6.29 | 1.99 | 3.57 | 13.38 | 10.73 | 38.00 | 35.79 | 11.75 | 42.76 | 11.71 | 14.65 | 24.47 | 17.62 | 7.09 | 20.88 | 12.36 | 13.83 | 19.96 | 3.24 |
| Yield(%) | 0.00 | 1.61 | 1.50 | 1.73 | 3.20 | 3.66 | 2.77 | … | … | 0.49 | 1.13 | 1.27 | 2.20 | 2.75 | 1.47 | 2.32 | 2.69 | 3.07 | 3.27 | 3.67 | 3.61 | 3.88 | 3.94 | 4.00 | 4.20 | 4.86 | 3.95 | 3.00 | 2.70 | 2.20 | 2.55 | 3.40 | 2.33 | 1.94 | 1.76 | 1.20 | 1.55 |
Data as of 06/04/2026, Common starting date is 02/23/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSPA (Ballston Spa Bancorp Inc) |
-10.96%
Feb 2006 – Feb 2009 |
-5.67%
Dec 2005 – Dec 2010 |
-2.99%
Dec 1999 – Dec 2009 |
1.11%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSPA (Ballston Spa Bancorp Inc) |
23.14%
May 2016 – May 2019 |
15.46%
Apr 2014 – Apr 2019 |
12.43%
Feb 2010 – Feb 2020 |
10.46%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart