Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNTY (Unity Bancorp, Inc.) | 7.32% | 32.42% | 36.47% | 20.91% | 17.83% | 16.48% | 6.93% | … | … |
Data as of 06/05/2026, Common starting date is 01/15/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNTY (Unity Bancorp, Inc.) | 01/15/1997 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.93 | 32.42 | 36.47 | 20.91 | 17.83 | 16.48 | 6.93 | … | … | 7.32 | 20.07 | 49.81 | 10.35 | 5.75 | 51.89 | -20.51 | 10.30 | 6.39 | 27.43 | 27.69 | 34.14 | 24.46 | 23.25 | -2.50 | 5.79 | 50.50 | 3.08 | -53.13 | -41.14 | 6.60 | 11.26 | 19.42 | 53.51 | 26.67 | 225.58 | -68.31 | -45.45 | -9.41 | 9.29 |
| Sharpe Ratio | NA | 0.99 | 1.02 | 0.60 | 0.39 | NA | NA | … | … | 0.58 | 0.53 | 1.25 | 0.24 | 0.21 | 1.64 | -0.21 | 0.30 | 0.17 | 1.28 | 0.79 | 1.30 | 0.88 | 0.83 | -0.14 | 0.22 | 1.21 | 0.05 | -0.59 | -1.36 | 0.11 | 0.40 | 0.55 | 1.43 | 0.70 | 3.06 | -0.72 | -0.83 | -0.41 | 0.28 |
| Standard Deviation(%) | NA | 29.99 | 32.68 | 29.53 | 42.23 | NA | NA | … | … | 26.79 | 32.69 | 37.05 | 28.28 | 21.06 | 31.57 | 99.92 | 29.27 | 30.14 | 20.97 | 34.91 | 26.21 | 27.76 | 28.11 | 18.57 | 26.53 | 41.60 | 59.80 | 91.38 | 32.64 | 30.25 | 22.71 | 33.63 | 36.89 | 36.30 | 75.01 | 101.40 | 58.99 | 31.66 | 21.30 |
| Draw Down(%) | NA | 16.10 | 23.58 | 30.94 | 59.97 | NA | NA | … | … | 12.04 | 23.58 | 15.28 | 24.49 | 16.85 | 12.20 | 56.03 | 17.12 | 25.78 | 11.44 | 25.74 | 8.99 | 15.91 | 15.64 | 10.16 | 13.19 | 14.21 | 29.49 | 69.16 | 49.45 | 25.18 | 18.25 | 20.06 | 19.69 | 28.94 | 24.81 | 71.30 | 59.90 | 43.15 | 23.57 |
| Yield(%) | 0.29 | 1.80 | 2.60 | 2.25 | 3.48 | 4.59 | 1.62 | … | … | 0.63 | 1.38 | 1.80 | 1.80 | 1.62 | 2.05 | 1.43 | 1.53 | 1.34 | 1.47 | 1.54 | 1.50 | 1.30 | 0.48 | 0.00 | 0.00 | 0.00 | 0.00 | 1.80 | 1.55 | 1.66 | 1.69 | 1.75 | 0.51 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/15/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNTY (Unity Bancorp, Inc.) |
-46.97%
Dec 1997 – Dec 2000 |
-23.23%
Feb 2004 – Feb 2009 |
-9.61%
Jun 1999 – Jun 2009 |
-4.83%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNTY (Unity Bancorp, Inc.) |
84.99%
Dec 2000 – Dec 2003 |
53.08%
Dec 2000 – Dec 2005 |
21.77%
Feb 2009 – Feb 2019 |
19.42%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart