Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WNEB (Western New England Bancorp, Inc.) | 6.79% | 48.78% | 36.03% | 12.78% | 8.34% | 6.72% | 6.84% | … | … |
Data as of 06/05/2026, Common starting date is 12/28/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WNEB (Western New England Bancorp, Inc.) | 12/28/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 48.78 | 36.03 | 12.78 | 8.34 | 6.72 | 6.84 | … | … | 6.79 | 40.90 | 6.01 | -1.09 | 10.97 | 30.21 | -26.04 | -2.03 | -6.45 | 17.97 | 13.05 | 16.28 | 1.72 | 7.34 | 4.24 | -14.82 | 19.39 | -15.39 | 13.30 | -4.23 | 49.42 | -3.51 | 10.16 | 54.96 | 16.84 | 0.00 |
| Sharpe Ratio | NA | 1.40 | 1.12 | 0.34 | 0.19 | NA | NA | … | … | 0.57 | 1.19 | 0.08 | -0.16 | 0.33 | 0.95 | -0.34 | -0.14 | -0.43 | 0.79 | 0.63 | 1.14 | 0.10 | 0.38 | 0.17 | -0.40 | 0.66 | -0.39 | 0.27 | -0.35 | 2.12 | -0.40 | 0.48 | 2.34 | 0.82 | NA |
| Standard Deviation(%) | NA | 28.63 | 28.54 | 29.30 | 35.11 | NA | NA | … | … | 23.42 | 32.06 | 29.26 | 30.41 | 29.46 | 31.73 | 76.39 | 24.17 | 18.34 | 22.07 | 20.35 | 14.21 | 17.69 | 19.15 | 25.23 | 37.22 | 29.46 | 39.27 | 45.49 | 21.37 | 21.76 | 14.33 | 19.13 | 23.22 | 19.20 | 0.00 |
| Draw Down(%) | NA | 13.88 | 33.28 | 43.24 | 56.32 | NA | NA | … | … | 13.11 | 19.67 | 33.28 | 43.24 | 22.39 | 17.00 | 50.87 | 14.97 | 17.30 | 13.04 | 16.00 | 8.84 | 13.18 | 15.27 | 18.68 | 29.10 | 25.22 | 19.65 | 21.33 | 20.18 | 7.75 | 13.54 | 22.23 | 7.06 | 18.56 | 0.00 |
| Yield(%) | 0.00 | 3.05 | 4.81 | 3.11 | 2.80 | 3.04 | 4.14 | … | … | 1.13 | 3.06 | 3.13 | 2.97 | 2.72 | 2.94 | 2.09 | 2.01 | 1.46 | 1.28 | 1.41 | 1.67 | 3.21 | 3.98 | 5.87 | 5.87 | 6.20 | 4.89 | 6.22 | 3.81 | 4.14 | 3.54 | 1.28 | 1.30 | 0.76 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/28/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WNEB (Western New England Bancorp, Inc.) |
-18.73%
Jul 2017 – Jul 2020 |
-9.86%
May 2018 – May 2023 |
-1.59%
Jul 2010 – Jul 2020 |
-0.07%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WNEB (Western New England Bancorp, Inc.) |
37.06%
May 2023 – May 2026 |
24.22%
Jan 2002 – Jan 2007 |
11.18%
Jan 2002 – Jan 2012 |
9.98%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart