Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFG (Citizens Financial Group, Inc.) | 10.96% | 64.22% | 38.20% | 9.52% | 14.75% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFG (Citizens Financial Group, Inc.) | 09/25/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.39 | 64.22 | 38.20 | 9.52 | 14.75 | NA | NA | … | … | 10.96 | 38.60 | 38.01 | -11.01 | -13.37 | 37.05 | -6.74 | 41.82 | -27.44 | 19.90 | 38.80 | 7.03 | 8.31 |
| Sharpe Ratio | NA | 2.20 | 1.07 | 0.19 | 0.33 | NA | NA | … | … | 0.66 | 1.11 | 1.13 | -0.36 | -0.42 | 1.13 | -0.09 | 1.57 | -1.11 | 0.79 | 1.20 | 0.29 | 1.84 |
| Standard Deviation(%) | NA | 25.90 | 32.42 | 34.01 | 38.39 | NA | NA | … | … | 27.92 | 32.27 | 30.51 | 41.27 | 35.52 | 32.81 | 77.04 | 25.63 | 26.04 | 24.50 | 32.12 | 23.98 | 19.03 |
| Draw Down(%) | NA | 18.32 | 29.08 | 56.19 | 65.60 | NA | NA | … | … | 18.32 | 29.08 | 12.40 | 47.11 | 39.75 | 18.80 | 62.13 | 16.52 | 40.20 | 18.25 | 30.39 | 19.79 | 7.00 |
| Yield(%) | 0.00 | 4.48 | 6.26 | 3.37 | 5.95 | 4.25 | 3.18 | … | … | 1.55 | 3.94 | 5.01 | 4.25 | 3.30 | 4.39 | 3.83 | 4.46 | 2.30 | 1.78 | 1.78 | 1.62 | 0.43 |
Data as of 06/04/2026, Common starting date is 09/25/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFG (Citizens Financial Group, Inc.) |
-15.98%
Mar 2017 – Mar 2020 |
-4.90%
May 2018 – May 2023 |
7.38%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFG (Citizens Financial Group, Inc.) |
39.98%
May 2023 – May 2026 |
22.38%
Mar 2020 – Mar 2025 |
16.33%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart