Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LSBK (Lake Shore Bancorp, Inc.) | 14.97% | 25.77% | 5.67% | 8.80% | 3.61% | 7.41% | NA | 4.56% |
Data as of 06/11/2025, AR inception is 04/04/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSBK (Lake Shore Bancorp, Inc.) | 04/04/2006 | 06/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 25.77 | 5.67 | 8.80 | 3.61 | 7.41 | NA | 4.56 | 14.97 | 22.46 | -2.98 | -15.01 | 18.76 | -11.71 | 4.87 | -10.57 | 6.49 | 23.90 | 0.88 | 13.67 | 21.47 | 10.47 | 6.36 | 20.99 | 15.40 | -16.94 | -30.64 | 17.68 |
| Sharpe Ratio | NA | 0.66 | 0.08 | 0.21 | 0.07 | NA | NA | 0.12 | 0.89 | 0.53 | -0.23 | -0.87 | 0.72 | -0.19 | 0.27 | -0.83 | 0.39 | 1.10 | 0.03 | 0.88 | 0.92 | 0.52 | 0.22 | 0.87 | 0.36 | -0.38 | -1.21 | 1.19 |
| Standard Deviation(%) | NA | 34.26 | 30.45 | 32.31 | 29.66 | NA | NA | 29.33 | 38.26 | 30.15 | 32.24 | 18.84 | 25.96 | 64.11 | 12.71 | 14.42 | 14.96 | 21.63 | 24.41 | 15.59 | 23.24 | 20.27 | 28.51 | 24.00 | 42.03 | 46.69 | 27.79 | 17.76 |
| Draw Down(%) | NA | 15.44 | 31.29 | 34.77 | 47.45 | NA | NA | 59.67 | 15.44 | 15.78 | 26.04 | 17.90 | 9.94 | 42.55 | 8.16 | 16.48 | 5.43 | 13.47 | 14.84 | 5.29 | 8.92 | 11.48 | 15.36 | 7.06 | 34.00 | 34.33 | 32.53 | 8.56 |
| Yield(%) | 0.00 | 2.79 | 2.09 | 3.35 | 2.64 | 4.32 | 2.71 | 2.85 | 0.00 | 4.42 | 0.00 | 4.46 | 4.13 | 3.21 | 3.14 | 1.79 | 1.99 | 2.07 | 2.07 | 2.29 | 2.68 | 2.58 | 3.03 | 3.16 | 2.76 | 2.22 | 1.04 | 0.28 |
Data as of 06/11/2025, AR inception is 04/04/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSBK (Lake Shore Bancorp, Inc.) |
-13.09%
Nov 2006 - Nov 2009 |
-6.71%
Oct 2018 - Oct 2023 |
0.24%
Oct 2013 - Oct 2023 |
3.06%
Sep 2008 - Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSBK (Lake Shore Bancorp, Inc.) |
18.73%
Feb 2009 - Feb 2012 |
15.86%
Feb 2009 - Feb 2014 |
11.34%
Feb 2009 - Feb 2019 |
7.69%
Feb 2010 - Feb 2025 |
Annualized Rolling Returns Comparison Chart