Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIWV (Citizens Financial Corp) | 48.70% | 66.46% | 34.23% | 27.53% | 21.40% | 20.75% | 8.57% | … | … |
Data as of 06/03/2026, Common starting date is 10/06/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIWV (Citizens Financial Corp) | 10/06/1998 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.38 | 66.46 | 34.23 | 27.53 | 21.40 | 20.75 | 8.57 | … | … | 48.70 | 39.69 | 19.33 | 21.33 | -3.46 | 39.10 | -3.83 | 22.63 | 1.79 | 37.05 | -2.43 | 42.89 | 21.72 | 58.82 | 347.37 | -85.93 | 10.22 | -1.89 | -35.33 | -40.54 | 17.21 | 17.60 | 10.85 | 22.40 | 18.25 | 11.29 | -29.86 | -25.93 | 46.94 |
| Sharpe Ratio | NA | 2.59 | 1.12 | 0.96 | 0.83 | NA | NA | … | … | 6.01 | 1.58 | 0.43 | 0.69 | -0.21 | 1.88 | -0.15 | 1.39 | 0.03 | 1.18 | -0.12 | 1.57 | 0.82 | 0.83 | 4.07 | -0.57 | 0.22 | -0.03 | -0.69 | -1.49 | 0.42 | 1.04 | 0.66 | 0.51 | 1.29 | 0.69 | -0.72 | -0.72 | 8.56 |
| Standard Deviation(%) | NA | 25.94 | 28.55 | 26.59 | 24.22 | NA | NA | … | … | 29.14 | 23.39 | 36.69 | 25.83 | 23.49 | 20.74 | 26.35 | 15.24 | 14.48 | 30.89 | 21.24 | 27.31 | 26.40 | 70.48 | 86.68 | 151.54 | 45.39 | 65.67 | 52.48 | 29.32 | 32.78 | 14.78 | 15.07 | 42.47 | 13.25 | 13.07 | 47.21 | 40.47 | 46.76 |
| Draw Down(%) | NA | 11.86 | 15.91 | 23.78 | 32.45 | NA | NA | … | … | 6.43 | 11.86 | 12.03 | 23.78 | 17.92 | 9.72 | 32.45 | 5.19 | 9.09 | 15.38 | 11.12 | 8.33 | 11.80 | 28.43 | 26.83 | 93.63 | 33.70 | 40.71 | 44.95 | 43.44 | 17.79 | 6.42 | 5.11 | 22.22 | 8.99 | 7.10 | 37.14 | 31.02 | 3.12 |
| Yield(%) | 0.00 | 3.50 | 3.98 | 4.89 | 6.82 | 11.23 | 2.67 | … | … | 1.65 | 4.12 | 3.14 | 4.56 | 4.12 | 4.61 | 4.79 | 4.45 | 3.49 | 3.84 | 2.91 | 4.25 | 2.67 | 0.00 | 0.00 | 0.00 | 6.92 | 5.14 | 3.56 | 2.46 | 3.32 | 4.17 | 3.65 | 4.16 | 4.75 | 3.89 | 1.58 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/06/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIWV (Citizens Financial Corp) |
-46.61%
Dec 2008 – Dec 2011 |
-43.32%
Dec 2006 – Dec 2011 |
-18.49%
Dec 2001 – Dec 2011 |
-4.12%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIWV (Citizens Financial Corp) |
105.27%
Dec 2011 – Dec 2014 |
64.53%
Dec 2011 – Dec 2016 |
39.34%
Dec 2011 – Dec 2021 |
21.97%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart