Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CSKL (Catskill Hudson Bancorp Inc) NA 7.88% 9.34% 12.44% 10.40% NA NA
Data as of 01/31/2025, Common starting date is 10/18/2010
More Performance Analytics Comparison
Name Start Date End Date
CSKL (Catskill Hudson Bancorp Inc) 10/18/2010 01/31/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 4.94 7.88 9.34 12.44 10.40 NA NA 2.95 107.34 -37.12 12.15 18.40 -1.30 -8.81 35.54 20.53 21.26 -17.22 -2.03 -0.47 4.23 5.97 -4.29
Sharpe Ratio NA 0.09 0.12 0.26 0.27 NA NA 1.78 1.41 -2.68 0.39 0.70 -0.09 -0.53 1.85 0.47 0.89 -0.93 -0.06 -0.04 0.25 0.78 -1.09
Standard Deviation(%) NA 14.77 44.68 38.73 32.79 NA NA 21.77 72.35 15.53 27.33 26.63 16.91 19.09 18.46 42.47 23.58 18.57 35.11 14.29 16.64 7.63 17.69
Draw Down(%) NA 20.00 43.66 43.66 43.66 NA NA 3.72 20.00 37.88 19.06 14.45 14.27 13.78 5.63 19.60 8.72 19.84 20.41 7.24 8.11 1.47 7.14
Yield(%) 0.00 0.64 1.25 1.65 2.15 1.66 1.25 0.00 1.95 1.60 1.77 1.42 1.83 1.64 1.99 2.00 1.96 1.60 1.54 1.41 0.00 0.00 0.00
Data as of 01/31/2025, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSKL (Catskill Hudson Bancorp Inc) -6.89%
Oct 2012 – Oct 2015
-5.56%
Dec 2018 – Dec 2023
1.90%
Dec 2013 – Dec 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSKL (Catskill Hudson Bancorp Inc) 26.52%
Oct 2015 – Oct 2018
16.13%
Feb 2017 – Feb 2022
11.00%
Sep 2014 – Sep 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return