Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LNKB (LINKBANCORP, Inc.) | 7.02% | 28.81% | 23.97% | -3.54% | NA | NA | NA | … | … |
Data as of 05/15/2026, Common starting date is 06/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LNKB (LINKBANCORP, Inc.) | 06/02/2020 | 05/15/2026 |
| 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 (%) | 0.00 | 28.81 | 23.97 | -3.54 | NA | NA | NA | … | … | 7.02 | 15.07 | -1.87 | -10.85 | -21.14 | 9.03 | -6.25 |
| Sharpe Ratio | NA | 0.96 | 0.62 | -0.17 | NA | NA | NA | … | … | 0.71 | 0.38 | -0.16 | -0.36 | -0.58 | 0.29 | -0.22 |
| Standard Deviation(%) | NA | 27.29 | 33.25 | 35.76 | NA | NA | NA | … | … | 24.57 | 32.21 | 33.65 | 40.23 | 39.15 | 30.89 | 47.52 |
| Draw Down(%) | NA | 12.68 | 24.10 | 72.76 | NA | NA | NA | … | … | 12.68 | 18.24 | 24.10 | 46.77 | 38.11 | 38.09 | 24.58 |
| Yield(%) | 0.00 | 5.30 | 6.20 | 2.28 | 1.18 | 0.79 | 0.59 | … | … | 1.83 | 4.00 | 3.75 | 3.20 | 2.53 | 0.67 | 0.00 |
Data as of 05/15/2026, Common starting date is 06/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LNKB (LINKBANCORP, Inc.) |
-25.44%
Aug 2021 – Aug 2024 |
-6.12%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LNKB (LINKBANCORP, Inc.) |
15.62%
Apr 2023 – Apr 2026 |
-2.70%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart