Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBKC (Pioneer Bankcorp Inc) | NA | 38.31% | 20.66% | 13.86% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBKC (Pioneer Bankcorp Inc) | 09/04/2019 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 38.31 | 20.66 | 13.86 | NA | NA | NA | … | … | 24.32 | 28.55 | -4.82 | 15.23 | 15.83 | -4.94 | 0.71 |
| Sharpe Ratio | NA | 2.33 | 1.00 | 0.76 | NA | NA | NA | … | … | 1.87 | 1.76 | -0.46 | 0.86 | 1.76 | -0.25 | 0.84 |
| Standard Deviation(%) | NA | 15.12 | 17.27 | 15.42 | NA | NA | NA | … | … | 16.89 | 14.20 | 18.69 | 16.09 | 8.98 | 20.87 | 1.25 |
| Draw Down(%) | NA | 7.34 | 14.65 | 14.65 | NA | NA | NA | … | … | 7.34 | 10.27 | 14.65 | 14.15 | 4.61 | 14.41 | 0.00 |
| Yield(%) | 0.00 | 2.81 | 2.90 | 2.57 | 1.43 | 0.95 | 0.71 | … | … | 1.13 | 3.08 | 2.26 | 2.28 | 1.99 | 1.57 | 0.71 |
Data as of 09/26/2025, Common starting date is 09/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBKC (Pioneer Bankcorp Inc) |
4.40%
Sep 2020 – Sep 2023 |
7.28%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBKC (Pioneer Bankcorp Inc) |
19.01%
Aug 2022 – Aug 2025 |
17.03%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart