Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBTC (Jonestown Bank and Trust Co of Jonestown Pennsylvania) | 14.04% | 45.32% | 17.93% | 13.58% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/09/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBTC (Jonestown Bank and Trust Co of Jonestown Pennsylvania) | 11/09/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.32 | 45.32 | 17.93 | 13.58 | NA | NA | NA | … | … | 14.04 | 20.50 | 27.50 | -12.68 | 0.78 | 40.23 | 0.00 |
| Sharpe Ratio | NA | 1.97 | 0.55 | 0.38 | NA | NA | NA | … | … | 2.78 | 0.66 | 0.71 | -0.50 | -0.02 | 1.17 | 0.00 |
| Standard Deviation(%) | NA | 21.48 | 29.24 | 31.15 | NA | NA | NA | … | … | 14.39 | 26.71 | 33.66 | 32.75 | 39.64 | 29.82 | NA |
| Draw Down(%) | NA | 11.11 | 23.51 | 44.81 | NA | NA | NA | … | … | 3.89 | 15.92 | 11.54 | 36.89 | 23.36 | 5.35 | 0.00 |
| Yield(%) | 0.00 | 4.60 | 4.29 | 4.53 | 2.59 | 1.73 | 1.29 | … | … | 1.96 | 3.91 | 4.43 | 3.55 | 4.07 | 1.73 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/09/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBTC (Jonestown Bank and Trust Co of Jonestown Pennsylvania) |
0.58%
Jul 2022 – Jul 2025 |
14.23%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBTC (Jonestown Bank and Trust Co of Jonestown Pennsylvania) |
19.45%
May 2023 – May 2026 |
14.23%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart