Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCNEP (CNB Financial Corporation) | 1.55% | 6.95% | 12.64% | 5.14% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCNEP (CNB Financial Corporation) | 09/03/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.17 | 6.95 | 12.64 | 5.14 | NA | NA | NA | … | … | 1.55 | 7.53 | 24.31 | -7.80 | 0.37 | 11.75 | 2.83 |
| Sharpe Ratio | NA | 0.43 | 0.59 | 0.15 | NA | NA | NA | … | … | 0.45 | 0.29 | 0.94 | -0.37 | -0.06 | 0.92 | 1.02 |
| Standard Deviation(%) | NA | 11.43 | 18.87 | 20.79 | NA | NA | NA | … | … | 9.62 | 16.27 | 22.08 | 31.44 | 16.75 | 12.68 | 8.68 |
| Draw Down(%) | NA | 3.30 | 14.89 | 33.34 | NA | NA | NA | … | … | 2.56 | 8.12 | 10.24 | 33.34 | 7.70 | 6.60 | 2.79 |
| Yield(%) | 0.00 | 7.24 | 8.28 | 6.47 | 3.98 | 2.66 | 1.99 | … | … | 3.57 | 7.11 | 8.30 | 6.97 | 6.47 | 6.83 | 1.84 |
Data as of 06/05/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCNEP (CNB Financial Corporation) |
-0.43%
Oct 2020 – Oct 2023 |
5.65%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCNEP (CNB Financial Corporation) |
13.97%
May 2023 – May 2026 |
7.17%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart