Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBHC (Pathfinder Bancorp, Inc.) | 0.67% | -3.73% | 4.48% | 0.09% | 4.30% | 7.95% | 5.48% | … | … |
Data as of 06/04/2026, Common starting date is 11/16/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBHC (Pathfinder Bancorp, Inc.) | 11/16/1995 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.60 | -3.73 | 4.48 | 0.09 | 4.30 | 7.95 | 5.48 | … | … | 0.67 | -17.27 | 28.47 | -25.09 | 13.48 | 52.29 | -15.55 | -9.67 | 3.27 | 16.18 | 6.33 | 33.36 | 20.53 | 32.34 | 17.04 | 6.22 | 54.42 | -7.80 | -36.12 | -18.69 | 3.10 | -19.89 | -7.08 | 28.02 | 14.17 | 118.65 | -26.76 | -2.74 | -54.37 | 220.00 | -10.71 | 16.67 |
| Sharpe Ratio | NA | -0.34 | 0.03 | -0.06 | 0.07 | NA | NA | … | … | -0.19 | -0.65 | 0.62 | -0.75 | 0.45 | 1.81 | -0.32 | -0.38 | 0.09 | 0.88 | 0.29 | 1.43 | 0.92 | 0.64 | 0.62 | 0.14 | 0.83 | -0.08 | -0.36 | -0.61 | -0.01 | -0.85 | -0.28 | 1.04 | 0.43 | 1.67 | -0.36 | -0.06 | -0.67 | 2.61 | -0.31 | 6.45 |
| Standard Deviation(%) | NA | 32.03 | 37.65 | 33.36 | 32.34 | NA | NA | … | … | 40.15 | 31.20 | 40.07 | 38.59 | 26.64 | 28.93 | 49.89 | 29.19 | 20.48 | 17.79 | 21.33 | 23.37 | 22.36 | 50.64 | 27.76 | 44.51 | 65.18 | 96.76 | 102.24 | 35.94 | 42.09 | 26.00 | 28.36 | 26.19 | 30.39 | 71.40 | 86.91 | 99.85 | 85.70 | 82.22 | 46.18 | 43.08 |
| Draw Down(%) | NA | 22.73 | 34.02 | 45.88 | 45.88 | NA | NA | … | … | 15.26 | 20.92 | 19.47 | 35.45 | 16.27 | 14.87 | 36.12 | 22.32 | 16.26 | 6.19 | 16.20 | 13.95 | 7.53 | 27.62 | 12.00 | 21.17 | 24.52 | 30.96 | 55.48 | 33.51 | 18.50 | 28.42 | 26.84 | 10.27 | 28.52 | 23.33 | 41.09 | 37.50 | 65.07 | 17.31 | 22.35 | 5.56 |
| Yield(%) | 0.00 | 2.01 | 2.68 | 2.21 | 2.59 | 3.94 | 2.94 | … | … | 0.71 | 2.34 | 2.79 | 1.88 | 1.98 | 2.33 | 1.71 | 1.61 | 1.56 | 1.94 | 1.54 | 1.43 | 0.89 | 1.16 | 1.30 | 1.41 | 2.14 | 3.09 | 4.02 | 3.14 | 3.15 | 1.85 | 2.28 | 2.75 | 2.26 | 4.33 | 3.82 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/16/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBHC (Pathfinder Bancorp, Inc.) |
-33.63%
Jan 1998 – Jan 2001 |
-21.16%
Mar 2004 – Mar 2009 |
-8.09%
Jun 1998 – Jun 2008 |
-2.12%
Jan 1998 – Jan 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBHC (Pathfinder Bancorp, Inc.) |
57.85%
Jan 2001 – Jan 2004 |
27.89%
Jun 2010 – Jun 2015 |
17.93%
Mar 2009 – Mar 2019 |
13.42%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison Chart