Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBFS (Pioneer Bancorp Inc) | 25.15% | 47.21% | 23.94% | 6.96% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 07/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBFS (Pioneer Bancorp Inc) | 07/18/2019 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.14 | 47.21 | 23.94 | 6.96 | NA | NA | NA | … | … | 25.15 | 20.31 | 13.89 | -12.19 | 0.71 | 7.10 | -30.96 | 3.80 |
| Sharpe Ratio | NA | 1.81 | 0.75 | 0.17 | NA | NA | NA | … | … | 2.23 | 0.84 | 0.27 | -0.47 | -0.03 | 0.20 | -0.54 | 0.33 |
| Standard Deviation(%) | NA | 24.56 | 27.42 | 27.39 | NA | NA | NA | … | … | 27.98 | 21.04 | 27.53 | 35.13 | 22.15 | 35.77 | 57.82 | 22.21 |
| Draw Down(%) | NA | 10.40 | 20.74 | 39.89 | NA | NA | NA | … | … | 9.75 | 8.22 | 16.19 | 33.42 | 21.37 | 15.27 | 47.49 | 17.99 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/12/2026, Common starting date is 07/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBFS (Pioneer Bancorp Inc) |
-12.63%
Aug 2019 – Aug 2022 |
-5.53%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBFS (Pioneer Bancorp Inc) |
20.47%
May 2023 – May 2026 |
10.27%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart