Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NTB (The Bank of N.T. Butterfield & Son Limited) | 30.71% | 27.26% | 20.12% | 20.36% | NA | NA | NA | 13.91% |
Data as of 07/14/2025, AR inception is 09/16/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NTB (The Bank of N.T. Butterfield & Son Limited) | 09/16/2016 | 07/14/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.15 | 27.26 | 20.12 | 20.36 | NA | NA | NA | 13.91 | 30.71 | 20.23 | 14.28 | -17.47 | 28.34 | -10.04 | 21.47 | -10.76 | 19.80 | 27.50 |
| Sharpe Ratio | NA | 1.11 | 0.53 | 0.57 | NA | NA | NA | 0.30 | 2.40 | 0.57 | 0.26 | -0.63 | 0.94 | -0.16 | 0.64 | -0.31 | 0.94 | 6.33 |
| Standard Deviation(%) | NA | 25.74 | 30.54 | 31.70 | NA | NA | NA | 36.02 | 25.41 | 24.06 | 38.55 | 29.89 | 30.29 | 64.56 | 31.39 | 39.02 | 20.57 | 20.71 |
| Draw Down(%) | NA | 14.01 | 37.97 | 39.96 | NA | NA | NA | 70.37 | 13.17 | 14.01 | 37.97 | 27.60 | 20.56 | 59.25 | 34.91 | 43.28 | 10.74 | 6.57 |
| Yield(%) | 0.00 | 4.57 | 5.54 | 7.27 | 5.44 | 3.63 | 2.72 | 6.80 | 2.42 | 5.49 | 5.83 | 4.55 | 5.63 | 4.70 | 2.76 | 4.14 | 4.05 | 0.40 |
Data as of 07/14/2025, AR inception is 09/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NTB (The Bank of N.T. Butterfield & Son Limited) |
-16.06%
Mar 2017 - Mar 2020 |
-7.68%
May 2018 - May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NTB (The Bank of N.T. Butterfield & Son Limited) |
23.24%
Mar 2020 - Mar 2023 |
24.75%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart