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
FULT (Fulton Financial Corporation) 14.47% 33.26% 27.04% 9.27% 8.43% 8.68% 5.20%
Data as of 06/04/2026, Common starting date is 09/03/1985
More Performance Analytics Comparison
Name Start Date End Date
FULT (Fulton Financial Corporation) 09/03/1985 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 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985
Annualized Return (%) 1.62 33.26 27.04 9.27 8.43 8.68 5.20 14.47 4.29 21.85 2.54 3.11 38.96 -23.17 16.51 -10.77 -2.32 48.56 8.45 -2.89 40.76 0.96 -3.13 20.03 -7.68 -9.59 -29.84 8.44 -21.99 9.71 27.93 30.63 -2.37 45.85 -20.00 -30.77 51.16 3.61 6.41 -15.22 4.55 23.94 14.52 -31.11 9.76 -4.65 -3.37 3.49 8.18
Sharpe Ratio NA 1.00 0.83 0.21 0.20 NA NA 1.21 0.05 0.56 -0.03 0.06 1.28 -0.36 0.73 -0.52 -0.13 1.93 0.39 -0.15 2.05 0.04 -0.07 0.56 -0.10 -0.13 -1.11 0.36 -0.93 0.64 1.79 0.97 -0.21 1.07 -0.82 -0.91 1.77 0.00 0.07 -0.44 0.07 0.61 0.26 -1.07 0.14 -0.34 -0.19 -0.02 0.90
Standard Deviation(%) NA 26.89 30.94 30.71 33.32 NA NA 27.28 30.71 32.82 34.83 26.86 30.42 64.09 20.57 23.67 22.56 24.99 21.37 18.80 19.88 23.58 42.37 35.41 74.18 78.83 29.85 13.89 26.08 13.57 15.21 30.25 23.62 38.79 28.36 37.63 26.63 30.61 35.53 41.73 33.83 35.14 40.90 34.13 27.94 28.27 39.27 43.41 24.59
Draw Down(%) NA 15.52 29.86 47.45 49.35 NA NA 15.52 27.61 15.79 44.16 25.01 18.45 47.39 13.53 23.57 14.71 10.91 14.00 17.75 11.05 13.63 36.25 29.64 52.38 41.23 32.89 9.16 30.86 12.37 7.23 13.95 15.92 19.60 27.63 52.10 9.82 18.13 14.46 37.96 19.05 13.68 17.72 42.55 20.00 19.19 29.91 41.89 8.51
Yield(%) 0.00 4.33 5.78 3.94 4.20 4.81 3.05 0.98 3.82 4.18 3.80 3.83 5.04 3.19 3.57 2.91 2.49 3.23 3.08 2.63 3.94 3.01 1.91 1.36 1.20 5.52 3.58 3.49 3.04 3.14 3.65 3.57 3.17 3.82 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 09/03/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FULT (Fulton Financial Corporation) -28.24%
Jun 2006 – Jun 2009
-19.24%
Jun 2004 – Jun 2009
-5.43%
Jun 1986 – Jun 1996
-3.50%
May 1994 – May 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FULT (Fulton Financial Corporation) 30.09%
May 2023 – May 2026
21.86%
Jan 2000 – Jan 2005
15.15%
Jun 2009 – Jun 2019
11.66%
Jun 2009 – Jun 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return