Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CNOBP (ConnectOne Bancorp Inc) | 6.21% | 22.61% | 7.23% | NA | NA | NA | NA | 6.09% |
Data as of 08/04/2025, AR inception is 08/13/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNOBP (ConnectOne Bancorp Inc) | 08/13/2021 | 08/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.28 | 22.61 | 7.23 | NA | NA | NA | NA | 6.09 | 6.21 | 32.44 | -2.18 | -18.01 | 5.82 |
| Sharpe Ratio | NA | 1.35 | 0.10 | NA | NA | NA | NA | 0.06 | 0.61 | 1.42 | -0.14 | -0.58 | 1.50 |
| Standard Deviation(%) | NA | 13.75 | 31.88 | NA | NA | NA | NA | 30.23 | 13.00 | 18.16 | 45.30 | 33.38 | 10.57 |
| Draw Down(%) | NA | 9.29 | 36.38 | NA | NA | NA | NA | 41.61 | 9.29 | 5.71 | 35.28 | 24.17 | 2.70 |
| Yield(%) | 0.00 | 6.39 | 5.59 | 3.92 | 1.96 | 1.31 | 0.98 | 6.54 | 2.92 | 7.07 | 6.37 | 4.98 | 1.47 |
Data as of 08/04/2025, AR inception is 08/13/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNOBP (ConnectOne Bancorp Inc) |
-1.61%
Oct 2021 - Oct 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNOBP (ConnectOne Bancorp Inc) |
7.78%
May 2022 - May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart