Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MTB-PK (M&T Bank Corporation) -1.83% NA NA NA NA NA NA
Data as of 06/12/2026, Common starting date is 10/28/2025
More Performance Analytics Comparison
Name Start Date End Date
MTB-PK (M&T Bank Corporation) 10/28/2025 06/12/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.41 NA NA NA NA NA NA -1.83 3.38
Sharpe Ratio NA NA NA NA NA NA NA -1.18 4.58
Standard Deviation(%) NA NA NA NA NA NA NA 5.57 4.03
Draw Down(%) NA NA NA NA NA NA NA 2.21 0.63
Yield(%) 0.00 3.97 1.32 0.79 0.40 0.26 0.20 3.10 0.79
Data as of 06/12/2026, Common starting date is 10/28/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MTB-PK (M&T Bank Corporation) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MTB-PK (M&T Bank Corporation) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return