Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBTB (NBT Bancorp Inc.) | 13.71% | 16.85% | 13.51% | 7.11% | 7.88% | 9.02% | 7.43% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBTB (NBT Bancorp Inc.) | 03/17/1992 | 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.20 | 16.85 | 13.51 | 7.11 | 7.88 | 9.02 | 7.43 | … | … | 13.71 | -10.19 | 17.66 | -0.10 | 16.03 | 23.61 | -18.20 | 20.59 | -3.52 | -9.91 | 55.79 | 9.73 | 5.07 | 33.80 | -4.80 | -4.80 | 23.02 | -24.31 | 26.69 | -7.43 | 22.09 | -13.27 | 23.91 | 30.02 | 22.75 | 3.48 | 0.04 | -30.37 | 21.20 | 57.50 | 8.00 | 11.36 | -5.07 | 32.16 | 26.88 |
| Sharpe Ratio | NA | 0.44 | 0.35 | 0.14 | 0.21 | NA | NA | … | … | 1.24 | -0.49 | 0.44 | -0.11 | 0.63 | 0.85 | -0.36 | 0.99 | -0.21 | -0.46 | 2.38 | 0.44 | 0.24 | 1.81 | -0.25 | -0.12 | 0.75 | -0.52 | 0.42 | -0.25 | 0.69 | -0.48 | 0.88 | 1.21 | 0.59 | 0.02 | -0.07 | -1.03 | 0.55 | 1.76 | 0.16 | 0.21 | -0.23 | 0.51 | 0.49 |
| Standard Deviation(%) | NA | 25.28 | 29.23 | 28.73 | 29.72 | NA | NA | … | … | 24.53 | 26.97 | 32.05 | 35.02 | 23.19 | 27.70 | 50.65 | 19.24 | 22.95 | 23.18 | 23.31 | 22.26 | 20.87 | 18.65 | 19.91 | 39.98 | 30.65 | 47.37 | 60.33 | 41.85 | 27.05 | 32.21 | 26.13 | 24.13 | 36.73 | 44.11 | 57.51 | 32.69 | 32.18 | 30.45 | 26.64 | 34.83 | 36.11 | 58.73 | 66.32 |
| Draw Down(%) | NA | 12.17 | 25.67 | 37.88 | 37.88 | NA | NA | … | … | 12.17 | 20.84 | 21.01 | 32.88 | 16.12 | 22.00 | 34.45 | 12.01 | 20.87 | 24.00 | 14.31 | 12.41 | 14.06 | 12.94 | 18.00 | 27.49 | 23.24 | 43.38 | 32.98 | 32.44 | 9.32 | 20.55 | 13.55 | 7.73 | 16.12 | 33.50 | 38.73 | 35.13 | 20.48 | 17.21 | 10.00 | 7.35 | 16.44 | 11.67 | 11.67 |
| Yield(%) | 0.80 | 3.60 | 3.92 | 3.33 | 3.92 | 5.13 | 4.61 | … | … | 1.78 | 3.01 | 3.13 | 2.89 | 2.97 | 3.46 | 2.65 | 3.00 | 2.70 | 2.19 | 4.15 | 3.38 | 3.30 | 4.79 | 3.53 | 3.23 | 3.86 | 2.88 | 3.60 | 3.10 | 3.45 | 3.02 | 3.42 | 3.88 | 4.88 | 4.69 | 4.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/17/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBTB (NBT Bancorp Inc.) |
-25.69%
Jun 1997 – Jun 2000 |
-8.61%
Apr 1998 – Apr 2003 |
-0.65%
Jul 1997 – Jul 2007 |
0.06%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBTB (NBT Bancorp Inc.) |
28.52%
May 2000 – May 2003 |
23.75%
May 2000 – May 2005 |
12.95%
Apr 2000 – Apr 2010 |
11.57%
Jan 2002 – Jan 2017 |
Annualized Rolling Returns Comparison Chart