Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INDB (Independent Bank Corp.) | 8.69% | 32.81% | 23.03% | 2.78% | 7.86% | 10.18% | 7.67% | … | … |
Data as of 06/04/2026, Common starting date is 05/14/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INDB (Independent Bank Corp.) | 05/14/1986 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | 32.81 | 23.03 | 2.78 | 7.86 | 10.18 | 7.67 | … | … | 8.69 | 17.89 | 1.60 | -18.86 | 6.25 | 14.36 | -9.62 | 21.11 | 2.71 | 1.51 | 54.83 | 11.16 | 12.16 | 38.54 | 9.19 | 4.01 | 33.47 | -17.18 | -1.27 | -22.73 | 28.79 | -13.68 | 21.48 | 26.76 | 8.33 | 76.37 | 3.50 | -28.06 | -5.44 | 75.00 | 42.37 | 40.48 | 13.51 | 37.04 | 125.00 | -50.00 | -61.29 | -27.91 | 2.38 | -54.35 | -17.86 |
| Sharpe Ratio | NA | 1.10 | 0.66 | 0.01 | 0.19 | NA | NA | … | … | 0.93 | 0.48 | -0.06 | -0.59 | 0.19 | 0.48 | -0.17 | 0.79 | 0.05 | 0.03 | 2.09 | 0.47 | 0.62 | 2.22 | 0.41 | 0.09 | 1.05 | -0.30 | -0.04 | -0.72 | 0.91 | -0.52 | 0.85 | 0.94 | 0.17 | 1.46 | -0.02 | -0.91 | -0.23 | 2.20 | 1.35 | 0.92 | 0.22 | 0.53 | 0.83 | -0.29 | -0.51 | -0.53 | -0.03 | -0.99 | -1.49 |
| Standard Deviation(%) | NA | 26.44 | 33.20 | 31.69 | 33.05 | NA | NA | … | … | 23.08 | 31.62 | 35.29 | 38.57 | 24.85 | 29.63 | 56.92 | 24.71 | 24.73 | 25.16 | 26.13 | 23.67 | 19.71 | 17.38 | 22.25 | 42.07 | 31.81 | 57.96 | 62.37 | 35.94 | 28.17 | 30.94 | 24.02 | 27.65 | 42.38 | 51.60 | 45.75 | 34.40 | 39.53 | 32.23 | 28.49 | 39.78 | 47.57 | 65.00 | 146.07 | 186.57 | 131.81 | 63.60 | 74.01 | 59.04 | 20.58 |
| Draw Down(%) | NA | 14.30 | 30.79 | 51.04 | 52.55 | NA | NA | … | … | 14.30 | 23.00 | 28.68 | 47.28 | 14.83 | 29.52 | 38.84 | 25.05 | 26.92 | 15.54 | 13.93 | 13.73 | 13.47 | 8.06 | 11.18 | 30.77 | 25.02 | 58.34 | 38.36 | 25.37 | 8.84 | 24.62 | 17.28 | 19.87 | 33.81 | 27.92 | 30.45 | 30.22 | 39.66 | 13.24 | 8.33 | 13.11 | 27.27 | 20.00 | 60.00 | 66.67 | 72.22 | 35.42 | 25.00 | 63.11 | 31.86 |
| Yield(%) | 0.00 | 3.93 | 4.86 | 2.71 | 3.88 | 5.65 | 4.34 | … | … | 0.87 | 3.73 | 3.49 | 2.67 | 2.50 | 2.64 | 2.21 | 2.44 | 2.19 | 2.27 | 2.55 | 2.47 | 2.50 | 2.95 | 3.00 | 2.69 | 3.39 | 2.75 | 2.77 | 1.89 | 2.18 | 1.81 | 1.98 | 2.24 | 2.20 | 3.63 | 3.17 | 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 05/14/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INDB (Independent Bank Corp.) |
-56.01%
Jun 1988 – Jun 1991 |
-48.74%
Jun 1986 – Jun 1991 |
-12.13%
Jun 1986 – Jun 1996 |
-2.28%
Aug 1986 – Aug 2001 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INDB (Independent Bank Corp.) |
79.15%
Jun 1991 – Jun 1994 |
50.61%
Jun 1991 – Jun 1996 |
35.40%
Jun 1991 – Jun 2001 |
27.39%
Jun 1991 – Jun 2006 |
Annualized Rolling Returns Comparison Chart