Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFIS (Peoples Financial Services Corp.) | 26.13% | 32.79% | 20.31% | 10.91% | 8.20% | 9.08% | 7.26% | … | … |
Data as of 06/04/2026, Common starting date is 06/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFIS (Peoples Financial Services Corp.) | 06/05/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.21 | 32.79 | 20.31 | 10.91 | 8.20 | 9.08 | 7.26 | … | … | 26.13 | 0.01 | 9.88 | -2.52 | 1.47 | 48.20 | -24.28 | 17.79 | -2.59 | -1.53 | 32.04 | -20.88 | 34.29 | 28.05 | 12.03 | 9.40 | 52.24 | 2.00 | -27.26 | 4.01 | -15.04 | -17.24 | 20.08 | 16.11 | 10.89 |
| Sharpe Ratio | NA | 0.95 | 0.46 | 0.27 | 0.20 | NA | NA | … | … | 2.65 | -0.09 | 0.16 | -0.19 | 0.00 | 1.76 | -0.34 | 0.75 | -0.16 | -0.08 | 1.12 | -0.64 | 1.20 | 0.93 | 0.53 | 0.54 | 1.78 | 0.05 | -0.47 | 0.02 | -0.85 | -0.69 | 0.55 | 0.30 | 1.39 |
| Standard Deviation(%) | NA | 26.81 | 33.66 | 31.31 | 35.66 | NA | NA | … | … | 25.98 | 30.67 | 39.91 | 32.38 | 26.68 | 27.42 | 71.73 | 21.65 | 25.21 | 26.08 | 28.35 | 32.53 | 28.51 | 30.13 | 22.65 | 17.33 | 29.23 | 39.06 | 59.69 | 36.31 | 21.77 | 28.10 | 34.66 | 50.53 | 13.34 |
| Draw Down(%) | NA | 16.86 | 29.13 | 37.45 | 42.97 | NA | NA | … | … | 10.41 | 23.29 | 23.43 | 33.13 | 17.16 | 13.18 | 39.46 | 11.33 | 22.04 | 19.64 | 12.76 | 29.01 | 16.23 | 16.04 | 6.45 | 8.93 | 10.34 | 16.25 | 34.32 | 17.53 | 19.16 | 18.79 | 13.16 | 31.62 | 2.69 |
| Yield(%) | 1.04 | 5.24 | 5.57 | 4.46 | 4.22 | 5.38 | 4.42 | … | … | 2.59 | 5.01 | 4.21 | 3.23 | 3.02 | 4.10 | 2.87 | 3.07 | 2.87 | 2.59 | 3.36 | 2.54 | 3.28 | 3.02 | 3.82 | 3.01 | 4.38 | 4.11 | 2.89 | 2.92 | 2.42 | 4.40 | 2.15 | 3.25 | 1.64 |
Data as of 06/04/2026, Common starting date is 06/05/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFIS (Peoples Financial Services Corp.) |
-13.97%
Jan 2006 – Jan 2009 |
-11.47%
Dec 2004 – Dec 2009 |
0.96%
May 2014 – May 2024 |
3.20%
May 2005 – May 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFIS (Peoples Financial Services Corp.) |
27.77%
Jun 2011 – Jun 2014 |
28.77%
Jun 2009 – Jun 2014 |
14.53%
Nov 2009 – Nov 2019 |
11.66%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart