Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBT (Orange County Bancorp, Inc.) | 20.60% | 47.33% | 30.99% | 17.23% | 8.27% | 28.68% | 21.43% | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBT (Orange County Bancorp, Inc.) | 01/04/2000 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | 47.33 | 30.99 | 17.23 | 8.27 | 28.68 | 21.43 | … | … | 20.60 | 5.02 | -6.07 | 32.08 | 18.34 | 59,698.62 | 49.67 | 38.90 | 125.35 | 18.11 | -69.75 | -2.23 | -44.37 | 27.80 | 47.22 | 32.62 | 40.00 | 391.80 | -57.34 |
| Sharpe Ratio | NA | 1.14 | 0.65 | 1.06 | 0.35 | NA | NA | … | … | 2.00 | 0.06 | -0.18 | 0.62 | 0.49 | 0.20 | 3.09 | 0.73 | 0.87 | 2.31 | -0.73 | -0.16 | -0.96 | 0.46 | 0.77 | 0.45 | 0.47 | 3.52 | -0.43 |
| Standard Deviation(%) | NA | 29.57 | 43.82 | 287.03 | 287.03 | NA | NA | … | … | 27.06 | 35.97 | 54.41 | 46.05 | 34.38 | 973.05 | 16.20 | 52.70 | 63.06 | 100.02 | 96.24 | 33.86 | 49.85 | 55.54 | 59.87 | 71.22 | 81.83 | 115.10 | 144.25 |
| Draw Down(%) | NA | 17.91 | 32.47 | 45.77 | 45.77 | NA | NA | … | … | 13.73 | 22.80 | 28.18 | 45.77 | 22.69 | 10.68 | 2.01 | 34.42 | 24.01 | 23.56 | 83.83 | 23.16 | 65.52 | 27.71 | 37.36 | 33.75 | 66.13 | 27.71 | 90.14 |
| Yield(%) | 0.00 | 2.62 | 2.23 | 2.25 | 1.12 | 11.77 | 6.20 | … | … | 1.27 | 1.06 | 1.60 | 1.96 | 2.04 | 1.17 | 35.47 | 26.13 | 31.48 | 0.00 | 11.70 | 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 01/04/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBT (Orange County Bancorp, Inc.) |
-58.50%
Jan 2013 – Jan 2016 |
-46.91%
Jan 2011 – Jan 2016 |
-21.77%
Jan 2006 – Jan 2016 |
27.70%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBT (Orange County Bancorp, Inc.) |
891.42%
Jul 2021 – Jul 2024 |
162.72%
Aug 2017 – Aug 2022 |
47.80%
Apr 2016 – Apr 2026 |
48.78%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison Chart