Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESSA (ESSA Bancorp Inc) | NA | -34.67% | 216.79% | 121.27% | 49.89% | 32.43% | NA | … | … |
Data as of 10/30/2025, Common starting date is 04/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESSA (ESSA Bancorp Inc) | 04/04/2007 | 10/30/2025 |
| 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.13 | -34.67 | 216.79 | 121.27 | 49.89 | 32.43 | NA | … | … | 3,132.36 | -96.32 | 2,441.82 | 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 | -0.02 | 0.13 | 0.09 | 0.05 | NA | NA | … | … | 4.35 | -0.06 | 1.38 | 1.08 | 0.72 | -0.13 | 0.55 | 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 | 1,601.39 | 1,659.49 | 1,284.87 | 907.74 | NA | NA | … | … | 1,496.87 | 1,772.63 | 1,812.04 | 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 | 98.26 | 98.78 | 98.78 | 98.78 | NA | NA | … | … | 98.03 | 98.03 | 98.78 | 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 | 0.05 | 2.75 | 4.19 | 3.45 | 3.09 | 2.64 | … | … | 0.04 | 0.11 | 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 |
Data as of 10/30/2025, Common starting date is 04/04/2007
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 |
3.39%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESSA (ESSA Bancorp Inc) |
321.92%
Mar 2020 – Mar 2023 |
142.81%
Feb 2018 – Feb 2023 |
61.96%
Feb 2013 – Feb 2023 |
37.86%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison Chart