Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KTHN (Katahdin Bankshares Corp) | 15.47% | 37.65% | 21.80% | 11.82% | 13.97% | 8.72% | 10.58% | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KTHN (Katahdin Bankshares Corp) | 10/23/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 37.65 | 21.80 | 11.82 | 13.97 | 8.72 | 10.58 | … | … | 15.47 | 19.79 | 15.43 | 3.36 | -11.61 | 40.50 | -7.04 | 35.16 | 0.24 | 27.89 | 17.26 | 1.13 | 0.00 | 2.56 | 5.26 | -15.10 | 44.83 | -21.58 | -20.38 | 1.52 | 126.73 | -2.27 | 28.33 | 44.58 | 0.00 |
| Sharpe Ratio | NA | 2.81 | 0.94 | 0.46 | 0.53 | NA | NA | … | … | 3.17 | 0.81 | 0.58 | -0.02 | -0.77 | 1.47 | -0.27 | 1.62 | -0.03 | 1.27 | 0.86 | 0.08 | 0.00 | 0.13 | 0.27 | -0.45 | 1.23 | -0.49 | -0.78 | -0.05 | 2.50 | -1.71 | 1.08 | 1.18 | 0.00 |
| Standard Deviation(%) | NA | 13.04 | 18.47 | 18.88 | 22.70 | NA | NA | … | … | 11.22 | 21.08 | 20.25 | 14.19 | 17.10 | 27.56 | 27.12 | 20.81 | 33.39 | 21.56 | 19.82 | 13.94 | 7.88 | 18.74 | 19.22 | 33.90 | 36.42 | 43.95 | 27.28 | 32.25 | 49.59 | 2.65 | 25.35 | 37.28 | NA |
| Draw Down(%) | NA | 3.92 | 15.15 | 21.61 | 29.45 | NA | NA | … | … | 2.55 | 12.27 | 13.70 | 10.49 | 15.91 | 9.95 | 26.42 | 7.09 | 22.89 | 8.04 | 10.00 | 7.95 | 8.15 | 7.11 | 16.27 | 31.78 | 15.38 | 37.74 | 27.24 | 25.34 | 0.00 | 2.60 | 4.17 | 0.41 | 0.00 |
| Yield(%) | 0.00 | 3.37 | 3.37 | 2.76 | 4.42 | 3.27 | 5.63 | … | … | 0.81 | 3.31 | 2.38 | 2.70 | 2.18 | 2.02 | 2.33 | 2.92 | 2.77 | 3.14 | 3.54 | 3.47 | 3.36 | 3.28 | 3.04 | 2.37 | 3.27 | 2.48 | 1.93 | 1.60 | 0.73 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/23/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KTHN (Katahdin Bankshares Corp) |
-14.10%
Dec 2006 – Dec 2009 |
-6.10%
Nov 2007 – Nov 2012 |
-0.52%
Jun 2007 – Jun 2017 |
3.74%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KTHN (Katahdin Bankshares Corp) |
54.15%
Oct 2003 – Oct 2006 |
35.14%
Nov 2002 – Nov 2007 |
14.36%
Feb 2016 – Feb 2026 |
13.45%
Aug 2003 – Aug 2018 |
Annualized Rolling Returns Comparison Chart