Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNOBP (ConnectOne Bancorp Inc) | 4.62% | 17.53% | 23.10% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 08/13/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNOBP (ConnectOne Bancorp Inc) | 08/13/2021 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 17.53 | 23.10 | NA | NA | NA | NA | … | … | 4.62 | 14.40 | 32.44 | -2.18 | -18.01 | 5.82 |
| Sharpe Ratio | NA | 2.32 | 1.13 | NA | NA | NA | NA | … | … | 1.76 | 1.06 | 1.59 | -0.13 | -0.58 | 1.50 |
| Standard Deviation(%) | NA | 6.64 | 18.16 | NA | NA | NA | NA | … | … | 5.07 | 10.90 | 18.16 | 45.30 | 33.38 | 10.57 |
| Draw Down(%) | NA | 2.17 | 12.97 | NA | NA | NA | NA | … | … | 2.17 | 9.29 | 5.71 | 35.28 | 24.17 | 2.70 |
| Yield(%) | 0.00 | 7.22 | 8.71 | 5.22 | 2.61 | 1.74 | 1.31 | … | … | 2.68 | 7.29 | 7.07 | 6.37 | 4.98 | 1.47 |
Data as of 06/11/2026, Common starting date is 08/13/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNOBP (ConnectOne Bancorp Inc) |
-1.61%
Oct 2021 – Oct 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 |
|---|---|---|---|---|
| CNOBP (ConnectOne Bancorp Inc) |
27.06%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart