Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBU (Community Financial System, Inc.) | 11.37% | 17.24% | 11.23% | -1.63% | 7.45% | 10.26% | 9.79% | … | … |
Data as of 06/04/2026, Common starting date is 11/26/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBU (Community Financial System, Inc.) | 11/26/1985 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.32 | 17.24 | 11.23 | -1.63 | 7.45 | 10.26 | 9.79 | … | … | 11.37 | -1.17 | 22.61 | -14.17 | -13.16 | 22.28 | -9.59 | 24.69 | 11.06 | -10.90 | 60.83 | 8.27 | -0.83 | 50.10 | 2.32 | 4.38 | 49.71 | -16.53 | 27.51 | -10.02 | 5.72 | -17.63 | 18.61 | 61.13 | 24.10 | 10.08 | 12.08 | -21.11 | -6.39 | 59.55 | 22.66 | 21.90 | -7.89 | 20.00 | 69.64 | 80.65 | -48.33 | 7.14 | -5.08 | -11.94 | 8.06 | 0.00 |
| Sharpe Ratio | NA | 0.54 | 0.30 | -0.14 | 0.20 | NA | NA | … | … | 1.26 | -0.15 | 0.56 | -0.49 | -0.63 | 0.89 | -0.19 | 1.13 | 0.44 | -0.50 | 2.69 | 0.39 | -0.04 | 2.86 | 0.12 | 0.12 | 1.45 | -0.32 | 0.44 | -0.39 | 0.11 | -0.85 | 0.75 | 3.09 | 1.00 | 0.38 | 0.36 | -0.87 | -0.40 | 1.62 | 0.83 | 0.64 | -0.35 | 0.57 | 1.26 | 1.27 | -1.13 | 0.03 | -0.23 | -0.30 | 0.12 | -0.13 |
| Standard Deviation(%) | NA | 24.38 | 31.02 | 29.44 | 29.98 | NA | NA | … | … | 22.73 | 28.01 | 33.97 | 36.78 | 23.28 | 25.09 | 50.92 | 20.53 | 22.18 | 23.40 | 22.57 | 21.38 | 19.97 | 17.50 | 19.29 | 36.15 | 34.22 | 52.37 | 59.98 | 33.48 | 21.91 | 23.45 | 23.61 | 19.56 | 22.99 | 20.45 | 21.82 | 28.05 | 24.45 | 34.27 | 22.75 | 27.80 | 31.08 | 31.22 | 52.75 | 59.95 | 47.43 | 36.56 | 43.02 | 53.91 | 30.81 | 43.07 |
| Draw Down(%) | NA | 16.03 | 31.19 | 50.47 | 51.04 | NA | NA | … | … | 16.03 | 24.55 | 20.28 | 40.03 | 22.25 | 19.60 | 31.79 | 11.75 | 17.22 | 20.32 | 13.70 | 14.05 | 16.38 | 7.62 | 13.04 | 21.46 | 18.95 | 43.67 | 34.13 | 26.17 | 20.56 | 23.58 | 23.21 | 8.93 | 18.57 | 15.18 | 14.91 | 30.65 | 34.53 | 15.79 | 7.63 | 16.38 | 18.90 | 18.03 | 9.76 | 22.22 | 50.00 | 21.05 | 26.32 | 37.50 | 26.74 | 9.68 |
| Yield(%) | 0.00 | 3.35 | 3.58 | 2.22 | 4.05 | 6.37 | 6.93 | … | … | 0.81 | 3.05 | 3.46 | 2.86 | 2.32 | 2.74 | 2.34 | 2.67 | 2.67 | 2.13 | 4.55 | 3.24 | 2.97 | 3.88 | 3.75 | 3.54 | 4.80 | 3.69 | 4.38 | 3.50 | 3.42 | 2.73 | 2.79 | 3.82 | 4.29 | 4.29 | 4.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/26/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBU (Community Financial System, Inc.) |
-23.04%
Jan 1988 – Jan 1991 |
-12.94%
Dec 1985 – Dec 1990 |
3.64%
Jul 1986 – Jul 1996 |
6.64%
Jul 1986 – Jul 2001 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBU (Community Financial System, Inc.) |
57.45%
Jan 1991 – Jan 1994 |
33.00%
Jan 1991 – Jan 1996 |
22.52%
Jan 1991 – Jan 2001 |
19.70%
Jan 1991 – Jan 2006 |
Annualized Rolling Returns Comparison Chart