Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEBA (Penn Bancshares Inc) | NA | 0.00% | 0.00% | 0.93% | -6.50% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEBA (Penn Bancshares Inc) | 06/19/2012 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 0.00 | 0.93 | -6.50 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | -12.39 | 3.55 | -42.26 | 0.00 | 0.00 | -3.47 | 2.74 | -2.64 | 1.16 | 19.44 | 0.00 |
| Sharpe Ratio | NA | 0.00 | 0.00 | -0.16 | -0.52 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | -1.41 | 1.02 | -0.94 | 0.00 | -0.10 | -1.86 | 1.12 | -0.52 | 0.44 | 1.25 | 0.00 |
| Standard Deviation(%) | NA | 8.72 | 5.03 | 7.88 | 15.35 | NA | NA | … | … | NA | NA | NA | 9.81 | 3.45 | 45.20 | NA | 12.92 | 2.22 | 2.24 | 5.14 | 2.61 | 15.58 | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 12.39 | 54.35 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 12.39 | 0.00 | 50.00 | 0.00 | 8.70 | 3.47 | 0.35 | 2.87 | 1.16 | 0.00 | 0.00 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEBA (Penn Bancshares Inc) |
-20.76%
Jul 2017 – Jul 2020 |
-13.72%
Apr 2018 – Apr 2023 |
-6.59%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEBA (Penn Bancshares Inc) |
6.51%
Oct 2012 – Oct 2015 |
5.02%
Apr 2013 – Apr 2018 |
-3.97%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart