Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBFC (CNB Financial Services Inc) | 15.91% | 65.72% | -0.95% | 6.50% | 5.29% | 4.17% | NA | … | … |
Data as of 03/09/2026, Common starting date is 03/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBFC (CNB Financial Services Inc) | 03/29/2010 | 03/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.32 | 65.72 | -0.95 | 6.50 | 5.29 | 4.17 | NA | … | … | 15.91 | 49.41 | 17.85 | -51.84 | 17.81 | 31.47 | -8.85 | 6.22 | -1.55 | 3.42 | 11.54 | 4.60 | -6.18 | -0.72 | 12.26 | 0.78 | 13.31 |
| Sharpe Ratio | NA | 1.82 | -0.13 | 0.14 | 0.16 | NA | NA | … | … | 4.58 | 1.43 | 1.50 | -1.21 | 0.74 | 1.38 | -0.40 | 0.48 | -0.45 | 1.09 | 1.75 | 1.72 | -1.08 | -0.04 | 1.27 | 0.06 | 1.71 |
| Standard Deviation(%) | NA | 34.53 | 33.97 | 29.52 | 22.74 | NA | NA | … | … | 26.65 | 33.22 | 9.51 | 46.23 | 22.16 | 22.78 | 22.80 | 9.94 | 6.60 | 2.55 | 6.48 | 2.65 | 5.76 | 18.50 | 9.67 | 13.12 | 10.34 |
| Draw Down(%) | NA | 0.00 | 53.34 | 53.34 | 53.34 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 53.34 | 10.53 | 6.15 | 19.23 | 5.45 | 5.56 | 0.00 | 0.00 | 0.00 | 7.11 | 10.91 | 0.00 | 9.09 | 2.88 |
| Yield(%) | 4.14 | 10.06 | 4.31 | 5.29 | 4.61 | 3.79 | 3.28 | … | … | 4.60 | 8.00 | 8.43 | 2.97 | 3.17 | 5.11 | 4.35 | 4.10 | 3.87 | 3.33 | 3.20 | 2.61 | 2.21 | 1.93 | 2.12 | 2.71 | 2.41 |
Data as of 03/09/2026, Common starting date is 03/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBFC (CNB Financial Services Inc) |
-15.74%
Sep 2021 – Sep 2024 |
-6.68%
Nov 2018 – Nov 2023 |
-2.25%
Oct 2013 – Oct 2023 |
0.79%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBFC (CNB Financial Services Inc) |
20.91%
Mar 2020 – Mar 2023 |
9.59%
Feb 2018 – Feb 2023 |
6.54%
Feb 2013 – Feb 2023 |
3.87%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart