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
TRBK (Traditions Bank (Pennsylvania)) NA 61.57% 10.96% NA NA NA NA
Data as of 02/03/2025, Common starting date is 11/06/2020
More Performance Analytics Comparison
Name Start Date End Date
TRBK (Traditions Bank (Pennsylvania)) 11/06/2020 02/03/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020
Annualized Return (%) 0.10 61.57 10.96 NA NA NA NA 4.32 53.23 5.58 -13.42 36.56 3.90
Sharpe Ratio NA 1.00 0.19 NA NA NA NA 1.62 0.87 0.06 -0.85 0.82 NA
Standard Deviation(%) NA 55.30 35.81 NA NA NA NA 36.70 54.34 23.87 17.41 38.72 NA
Draw Down(%) NA 25.46 28.86 NA NA NA NA 7.55 18.08 11.97 23.61 4.55 NA
Yield(%) 0.00 1.30 1.30 1.14 0.57 0.38 0.29 0.00 1.65 1.71 1.10 0.00 0.00
Data as of 02/03/2025, Common starting date is 11/06/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRBK (Traditions Bank (Pennsylvania)) -8.78%
Jun 2021 – Jun 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRBK (Traditions Bank (Pennsylvania)) 18.35%
Nov 2021 – Nov 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return