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Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/20/2025.
Name Inception YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR
ESSA (ESSA Bancorp, Inc.) 5.08% -0.61% 13.48% 9.91% 11.76% 6.86% 5.66% NA
More Performance Analytics Comparison
Name Start Date End Date
ESSA (ESSA Bancorp, Inc.) 04/04/2007 05/20/2025
The return data shown below all have the same latest date: 05/20/2025.
AR inception is since 04/04/2007.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -1.38 13.48 9.91 11.76 6.86 5.66 NA 5.08 -0.61 0.65 -0.52 24.06 18.89 -8.66 11.36 2.01 1.05 17.85 17.20 6.42 8.13 6.11 -19.40 14.82 -16.00 26.73 -4.50
Sharpe Ratio NA 0.15 0.18 0.30 0.17 NA NA 0.13 -0.19 -0.15 -0.15 1.08 0.72 -0.13 0.56 0.04 0.02 1.32 1.26 0.40 0.39 0.28 -0.56 0.48 -0.46 0.69 -0.54
Standard Deviation(%) NA 34.30 32.39 32.63 30.92 NA NA 29.46 29.10 38.72 32.45 21.04 26.29 65.78 17.86 17.44 18.45 13.35 13.61 16.04 20.94 21.77 34.71 30.51 34.67 37.13 16.55
Draw Down(%) NA 22.21 40.00 40.00 40.00 NA NA 40.00 22.21 21.17 38.58 14.13 15.81 39.55 10.96 14.70 15.23 5.70 5.90 12.14 11.52 16.11 23.81 19.34 20.00 20.33 16.05
Yield(%) 0.00 3.43 3.75 4.23 3.53 3.12 2.58 2.87 0.78 2.93 2.89 3.30 3.25 2.57 2.58 2.40 2.26 2.66 3.00 2.43 1.82 1.85 1.50 1.69 1.28 1.05 0.00
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ESSA (ESSA Bancorp, Inc.) -9.09%
Apr 2009 - Apr 2012 		-3.99%
Sep 2008 - Sep 2013 		1.72%
Apr 2010 - Apr 2020 		2.87%
Sep 2008 - Sep 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ESSA (ESSA Bancorp, Inc.) 16.32%
Apr 2014 - Apr 2017 		13.03%
Feb 2012 - Feb 2017 		10.61%
Nov 2012 - Nov 2022 		6.68%
Nov 2007 - Nov 2022
Annualized Rolling Returns Comparison Chart