Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CZFS (Citizens Financial Services, Inc.) | 13.52% | 12.39% | -4.90% | 5.11% | 7.53% | 7.80% | 9.60% | … | … |
Data as of 06/04/2026, Common starting date is 01/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CZFS (Citizens Financial Services, Inc.) | 01/04/1999 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.89 | 12.39 | -4.90 | 5.11 | 7.53 | 7.80 | 9.60 | … | … | 13.52 | -6.92 | 2.70 | -12.32 | 29.86 | 14.03 | -5.46 | 15.19 | -9.32 | 28.61 | 13.00 | -5.36 | 3.51 | 28.78 | 29.65 | -2.84 | 50.81 | 41.33 | 4.29 | -5.64 | 11.98 | -6.84 | 4.44 | 14.52 | 66.60 | 24.14 | -25.65 | -28.46 |
| Sharpe Ratio | NA | 0.10 | -0.11 | 0.07 | 0.19 | NA | NA | … | … | 1.10 | -0.24 | -0.02 | -0.44 | 0.90 | 0.89 | -0.16 | 0.73 | -0.85 | 1.71 | 0.66 | -0.34 | 0.14 | 1.30 | 1.33 | -0.11 | 1.49 | 0.94 | 0.09 | -0.29 | 0.24 | -0.44 | 0.21 | 0.50 | 2.38 | 0.78 | -0.62 | -0.65 |
| Standard Deviation(%) | NA | 36.41 | 45.22 | 39.42 | 32.06 | NA | NA | … | … | 34.88 | 41.39 | 55.70 | 36.36 | 31.91 | 15.80 | 35.89 | 18.88 | 12.57 | 16.42 | 19.46 | 15.82 | 24.22 | 22.10 | 22.53 | 25.60 | 33.98 | 44.01 | 36.45 | 30.36 | 35.43 | 20.55 | 16.72 | 27.66 | 27.45 | 28.33 | 48.26 | 49.27 |
| Draw Down(%) | NA | 18.98 | 55.00 | 55.00 | 55.00 | NA | NA | … | … | 13.64 | 18.98 | 37.48 | 51.16 | 22.37 | 8.16 | 40.56 | 7.81 | 12.78 | 4.71 | 7.35 | 13.04 | 11.85 | 10.93 | 8.48 | 17.50 | 10.45 | 11.95 | 23.67 | 15.39 | 18.19 | 18.52 | 14.35 | 21.60 | 9.26 | 11.01 | 39.26 | 32.84 |
| Yield(%) | 0.00 | 3.37 | 2.34 | 3.18 | 3.93 | 4.93 | 6.94 | … | … | 0.90 | 3.26 | 3.05 | 2.54 | 3.12 | 3.42 | 3.14 | 3.11 | 2.79 | 3.30 | 3.43 | 3.30 | 4.20 | 3.03 | 4.60 | 3.12 | 4.24 | 5.30 | 4.97 | 4.01 | 4.13 | 3.67 | 3.38 | 3.50 | 4.88 | 5.63 | 4.12 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZFS (Citizens Financial Services, Inc.) |
-9.41%
Apr 2021 – Apr 2024 |
-4.40%
May 2019 – May 2024 |
1.59%
Apr 2014 – Apr 2024 |
7.13%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZFS (Citizens Financial Services, Inc.) |
46.73%
Jul 2000 – Jul 2003 |
28.16%
Dec 2008 – Dec 2013 |
18.55%
Feb 2001 – Feb 2011 |
16.44%
Jul 2000 – Jul 2015 |
Annualized Rolling Returns Comparison Chart