Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FISI (Financial Institutions, Inc.) | 20.33% | 54.01% | 39.11% | 8.04% | 7.24% | 10.31% | 7.25% | … | … |
Data as of 06/05/2026, Common starting date is 06/25/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FISI (Financial Institutions, Inc.) | 06/25/1999 | 06/05/2026 |
| 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 (%) | 2.43 | 54.01 | 39.11 | 8.04 | 7.24 | 10.31 | 7.25 | … | … | 20.33 | 22.62 | 35.54 | -6.75 | -19.99 | 46.37 | -26.01 | 29.19 | -14.77 | -6.52 | 25.66 | 15.06 | 5.12 | 37.48 | 19.36 | -12.36 | 64.97 | -13.68 | -16.84 | -20.83 | 19.37 | -13.83 | -15.32 | -1.21 | 27.95 | 75.21 | 15.86 | -19.17 |
| Sharpe Ratio | NA | 1.70 | 1.00 | 0.16 | 0.15 | NA | NA | … | … | 1.79 | 0.67 | 0.83 | -0.30 | -0.80 | 1.48 | -0.34 | 1.29 | -0.77 | -0.33 | 1.16 | 0.75 | 0.20 | 1.41 | 0.74 | -0.27 | 1.53 | -0.14 | -0.20 | -0.84 | 0.57 | -0.41 | -0.41 | -0.04 | 0.61 | 1.85 | 0.33 | -0.93 |
| Standard Deviation(%) | NA | 26.15 | 33.62 | 31.65 | 36.13 | NA | NA | … | … | 25.57 | 29.94 | 38.53 | 35.31 | 26.93 | 31.28 | 76.15 | 21.55 | 21.04 | 21.77 | 21.93 | 20.05 | 25.60 | 26.47 | 26.44 | 45.97 | 42.29 | 101.98 | 86.90 | 28.66 | 28.33 | 39.40 | 39.38 | 47.51 | 43.91 | 40.07 | 35.66 | 39.73 |
| Draw Down(%) | NA | 13.72 | 27.83 | 52.44 | 56.38 | NA | NA | … | … | 13.72 | 26.80 | 27.83 | 40.40 | 29.51 | 13.56 | 55.14 | 14.74 | 26.55 | 25.95 | 14.85 | 12.41 | 19.22 | 14.68 | 14.75 | 30.86 | 27.22 | 77.67 | 45.56 | 29.82 | 16.51 | 34.96 | 28.70 | 34.85 | 36.51 | 31.82 | 13.46 | 20.66 |
| Yield(%) | 0.00 | 4.97 | 7.53 | 3.68 | 3.79 | 6.14 | 4.26 | … | … | 1.04 | 4.63 | 5.60 | 4.88 | 3.62 | 4.82 | 3.22 | 3.83 | 3.08 | 2.51 | 3.01 | 3.21 | 3.20 | 3.86 | 3.48 | 2.44 | 3.39 | 2.77 | 3.01 | 1.99 | 1.74 | 1.69 | 2.34 | 2.20 | 2.45 | 2.64 | 3.50 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/25/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISI (Financial Institutions, Inc.) |
-42.97%
Feb 2006 – Feb 2009 |
-30.09%
Feb 2004 – Feb 2009 |
-5.15%
Jun 2002 – Jun 2012 |
1.34%
Jun 2002 – Jun 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISI (Financial Institutions, Inc.) |
76.53%
Feb 2009 – Feb 2012 |
51.36%
Feb 2009 – Feb 2014 |
28.88%
Feb 2009 – Feb 2019 |
16.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart