Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBT (Sterling Bancorp Inc) | NA | -3.01% | -11.99% | 2.39% | NA | NA | NA | … | … |
Data as of 03/31/2025, Common starting date is 11/16/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBT (Sterling Bancorp Inc) | 11/16/2017 | 03/31/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | -3.01 | -11.99 | 2.39 | NA | NA | NA | … | … | 1.68 | -17.68 | -5.25 | 5.91 | 26.65 | -43.95 | 16.55 | -45.28 | 5.83 | -92.99 | 1,224.18 | -85.32 | 633.16 | -86.02 | -10.37 | 184.51 | 32.25 | -72.40 | -2.91 | 34.27 | 164.52 | 0.00 | 1,064.66 | -17.00 | -83.33 | 0.00 |
| Sharpe Ratio | NA | -0.37 | -0.48 | 0.00 | -0.04 | NA | NA | … | … | 0.20 | -0.65 | -0.26 | 0.16 | 0.81 | -0.45 | -0.16 | -2.03 | 0.73 | -0.04 | 0.63 | -0.05 | 0.33 | -0.05 | -0.02 | 0.15 | 0.29 | -1.72 | -0.07 | 0.32 | 2.91 | -0.04 | 1.15 | -0.01 | -0.04 | 0.00 |
| Standard Deviation(%) | NA | 34.12 | 33.86 | 43.73 | 1,859.69 | NA | NA | … | … | 20.65 | 37.31 | 36.78 | 28.98 | 32.68 | 97.12 | 41.68 | 32.85 | 24.41 | 3,032.83 | 1,924.13 | 2,009.48 | 1,889.00 | 2,091.86 | 1,474.48 | 1,120.60 | 47.49 | 53.31 | 344.86 | 36.71 | 49.33 | 576.26 | 1,112.52 | 2,683.25 | 2,420.56 | NA |
| Draw Down(%) | NA | 25.51 | 37.89 | 38.37 | 99.99 | NA | NA | … | … | 5.79 | 25.51 | 29.13 | 20.14 | 24.96 | 67.44 | 33.37 | 52.56 | 6.54 | 96.48 | 94.03 | 87.74 | 89.57 | 93.03 | 83.97 | 78.48 | 31.10 | 75.30 | 89.92 | 22.95 | 17.53 | 80.00 | 54.90 | 91.70 | 86.11 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.05 | 0.04 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.12 | 0.56 | 0.31 | 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 03/31/2025, Common starting date is 11/16/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBT (Sterling Bancorp Inc) |
-29.99%
Jun 2018 – Jun 2021 |
-18.07%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBT (Sterling Bancorp Inc) |
25.64%
Aug 2020 – Aug 2023 |
-3.55%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart