Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TMP (Tompkins Financial Corporation) 21.49% 47.90% 21.42% 4.75% 5.75% 9.37% 8.44%
Data as of 06/04/2026, Common starting date is 06/02/1986
More Performance Analytics Comparison
Name Start Date End Date
TMP (Tompkins Financial Corporation) 06/02/1986 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 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986
Annualized Return (%) 0.23 47.90 21.42 4.75 5.75 9.37 8.44 21.49 11.11 17.77 -19.23 -4.40 21.77 -20.35 25.05 -5.55 -12.06 72.92 4.82 11.37 34.22 6.85 1.89 21.06 -27.95 53.70 -11.83 65.11 17.19 19.23 29.72 12.49 48.48 1.19 -16.61 -19.36 28.17 21.82 -18.24 2.78 60.00 30.26 22.58 -31.98 -20.03 66.00 2.04 -47.87
Sharpe Ratio NA 1.47 0.51 0.07 0.13 NA NA 2.01 0.27 0.34 -0.66 -0.25 0.70 -0.35 1.12 -0.27 -0.49 2.81 0.21 0.54 1.62 0.33 0.06 0.70 -0.62 0.96 -0.33 1.40 0.44 0.69 1.06 0.40 1.48 -0.14 -1.38 -0.55 1.30 0.27 -0.33 0.00 0.96 0.53 0.33 -0.66 -0.36 1.46 -0.04 -0.69
Standard Deviation(%) NA 28.53 35.34 32.48 33.63 NA NA 27.79 30.93 42.18 34.96 23.88 30.99 57.89 21.03 26.25 25.90 25.87 22.99 21.00 21.15 20.56 32.07 29.93 45.39 54.82 45.45 44.24 34.20 26.45 27.36 28.62 31.77 21.96 14.47 41.77 18.72 67.92 66.72 70.02 60.13 52.32 55.72 56.48 71.92 41.78 50.43 103.57
Draw Down(%) NA 13.03 30.90 45.75 47.82 NA NA 13.03 22.81 26.86 38.94 18.97 19.74 39.71 10.02 22.62 23.56 8.35 10.54 12.18 13.18 13.95 18.61 16.15 43.51 31.65 32.23 12.26 19.08 10.85 12.25 21.28 21.51 20.83 21.25 33.69 6.62 30.47 20.47 18.75 14.63 10.00 12.90 42.39 48.43 12.79 15.79 59.17
Yield(%) 0.00 4.30 4.57 2.94 3.25 5.44 5.04 1.85 3.76 4.12 3.11 2.75 3.17 2.30 2.67 2.39 1.91 3.23 3.12 3.24 3.77 3.69 3.46 3.55 2.46 3.52 2.73 27.13 21.39 2.61 2.85 2.94 3.96 3.76 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 06/04/2026, Common starting date is 06/02/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TMP (Tompkins Financial Corporation) -14.84%
Oct 1988 – Oct 1991
-15.66%
Aug 1986 – Aug 1991
-2.91%
Aug 1986 – Aug 1996
1.36%
Aug 1986 – Aug 2001
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TMP (Tompkins Financial Corporation) 43.36%
Oct 1990 – Oct 1993
31.17%
Oct 2001 – Oct 2006
22.12%
Jul 2000 – Jul 2010
17.84%
Dec 2001 – Dec 2016
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return