Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOME (Somerset Trust Holding Company) | NA | 51.52% | 20.90% | 15.03% | 7.45% | 12.41% | 10.44% | … | … |
Data as of 12/09/2025, Common starting date is 01/05/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOME (Somerset Trust Holding Company) | 01/05/1999 | 12/09/2025 |
| 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 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 51.52 | 20.90 | 15.03 | 7.45 | 12.41 | 10.44 | … | … | 45.87 | 11.02 | 9.13 | -10.07 | 18.72 | -4.79 | 9.70 | 1.66 | -3.39 | 6.62 | 6.27 | 21.69 | 21.52 | 18.62 | 49.11 | 22.38 | 0.07 | 9.63 | -8.11 | 4.18 | -1.58 | 10.68 | 31.71 | -8.11 | -4.96 | 1.46 | -7.75 |
| Sharpe Ratio | NA | 1.61 | 0.55 | 0.39 | 0.20 | NA | NA | … | … | 1.57 | 0.31 | 0.15 | -0.35 | 0.56 | -0.11 | 0.28 | 0.02 | -0.24 | 0.32 | 0.24 | 0.77 | 0.44 | 0.83 | 1.77 | 1.10 | 0.00 | 0.35 | -0.45 | 0.04 | -0.17 | 0.23 | 1.34 | -0.20 | -0.18 | -0.08 | -0.48 |
| Standard Deviation(%) | NA | 30.24 | 31.65 | 32.67 | 29.88 | NA | NA | … | … | 29.73 | 24.24 | 37.84 | 32.99 | 33.62 | 44.54 | 29.54 | 18.29 | 17.00 | 20.22 | 26.21 | 28.01 | 49.38 | 22.53 | 27.67 | 20.27 | 36.92 | 24.48 | 25.14 | 17.72 | 23.00 | 42.90 | 23.21 | 46.43 | 40.74 | 32.93 | 23.24 |
| Draw Down(%) | NA | 15.78 | 19.14 | 26.43 | 28.82 | NA | NA | … | … | 15.78 | 14.08 | 19.11 | 26.43 | 20.41 | 27.35 | 12.50 | 9.53 | 18.62 | 14.74 | 14.13 | 13.32 | 20.51 | 11.67 | 14.13 | 6.06 | 22.25 | 13.38 | 22.37 | 10.28 | 11.27 | 19.80 | 10.32 | 16.67 | 25.94 | 20.66 | 15.64 |
| Yield(%) | 0.00 | 3.82 | 3.43 | 4.03 | 3.22 | 6.96 | 6.38 | … | … | 2.79 | 2.94 | 4.03 | 3.41 | 3.80 | 3.39 | 3.47 | 3.27 | 2.94 | 2.92 | 2.67 | 2.93 | 2.93 | 3.12 | 3.94 | 4.07 | 3.79 | 3.68 | 3.04 | 2.94 | 2.59 | 2.63 | 3.20 | 2.71 | 1.80 | 0.60 | 0.00 |
Data as of 12/09/2025, Common starting date is 01/05/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOME (Somerset Trust Holding Company) |
-8.85%
Jul 1999 – Jul 2002 |
-2.02%
Oct 2015 – Oct 2020 |
1.49%
May 1999 – May 2009 |
7.76%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOME (Somerset Trust Holding Company) |
32.25%
Nov 2009 – Nov 2012 |
26.89%
Feb 2010 – Feb 2015 |
15.30%
May 2008 – May 2018 |
12.86%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart