Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAL (Salisbury Bancorp Inc) | NA | 18.25% | -5.28% | -4.42% | 3.97% | 3.52% | 3.03% | … | … |
Data as of 08/24/2023, Common starting date is 08/25/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAL (Salisbury Bancorp Inc) | 08/25/1998 | 08/24/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.25 | -5.28 | -4.42 | 3.97 | 3.52 | 3.03 | … | … | -9.01 | -39.98 | 52.17 | -15.88 | 26.23 | -18.97 | 19.07 | 12.01 | 22.46 | 1.67 | 15.21 | -0.04 | -7.41 | 15.95 | -1.36 | -35.81 | -8.64 | -1.05 | -12.64 | 11.83 | 40.94 | 22.67 | 25.44 | -4.97 | -10.12 | -3.45 |
| Sharpe Ratio | NA | 0.38 | -0.13 | -0.12 | 0.08 | NA | NA | … | … | -0.52 | -0.56 | 1.43 | -0.33 | 0.08 | -1.10 | -0.01 | -0.72 | 0.13 | -0.57 | -0.13 | -0.54 | -0.78 | -0.08 | -0.41 | -2.03 | -2.04 | -2.09 | -2.20 | -0.58 | 1.23 | 0.15 | 0.31 | -6.80 | 0.95 | 1.77 |
| Standard Deviation(%) | NA | 37.77 | 51.87 | 48.08 | 40.27 | NA | NA | … | … | 34.40 | 74.49 | 36.45 | 48.40 | 35.62 | 36.79 | 28.10 | 30.62 | 29.99 | 29.35 | 24.96 | 34.47 | 33.43 | 33.13 | 48.57 | 27.12 | 15.07 | 11.23 | 15.27 | 13.45 | 17.60 | 18.79 | 13.77 | 10.82 | 15.63 | 26.15 |
| Draw Down(%) | NA | 31.47 | 61.37 | 61.37 | 61.37 | NA | NA | … | … | 31.47 | 60.85 | 18.77 | 44.62 | 20.23 | 29.29 | 11.17 | 14.03 | 12.14 | 16.46 | 14.86 | 18.65 | 23.86 | 16.91 | 25.94 | 37.41 | 19.35 | 6.67 | 16.32 | 13.36 | 11.76 | 15.14 | 14.23 | 10.93 | 14.69 | 19.54 |
| Yield(%) | 0.00 | 2.60 | 2.65 | 2.50 | 4.05 | 3.72 | 3.44 | … | … | 1.05 | 2.13 | 3.21 | 2.56 | 3.10 | 2.33 | 2.99 | 3.47 | 4.16 | 4.17 | 4.72 | 4.86 | 4.39 | 4.38 | 3.46 | 3.31 | 2.84 | 2.74 | 2.30 | 2.47 | 3.33 | 3.91 | 4.60 | 4.08 | 0.00 | 0.00 |
Data as of 08/24/2023, Common starting date is 08/25/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAL (Salisbury Bancorp Inc) |
-13.79%
Dec 2005 – Dec 2008 |
-10.12%
Dec 2004 – Dec 2009 |
-1.26%
Oct 2004 – Oct 2014 |
1.36%
Aug 2007 – Aug 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAL (Salisbury Bancorp Inc) |
36.21%
Feb 2001 – Feb 2004 |
23.29%
Jan 2000 – Jan 2005 |
13.50%
Jan 2012 – Jan 2022 |
8.19%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart