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
SBNYL (Signature Bank) -52.73% -42.22% 853.42% -35.32% NA NA NA
Data as of 06/11/2026, Common starting date is 12/11/2020
More Performance Analytics Comparison
Name Start Date End Date
SBNYL (Signature Bank) 12/11/2020 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 2020
Annualized Return (%) 15.56 -42.22 853.42 -35.32 NA NA NA -52.73 10.00 34.21 -75.28 -41.29 2.07 3.18
Sharpe Ratio NA -0.50 1.20 -0.09 NA NA NA -0.80 0.10 0.29 -0.08 -1.51 0.25 8.69
Standard Deviation(%) NA 99.84 419.63 437.21 NA NA NA 111.95 74.77 97.16 970.59 28.28 8.31 9.59
Draw Down(%) NA 59.09 98.24 100.00 NA NA NA 59.09 52.83 42.68 100.00 41.90 3.75 1.30
Yield(%) 0.00 0.00 0.00 1.91 1.15 0.77 0.58 0.00 0.00 0.00 1.95 4.81 5.11 0.00
Data as of 06/11/2026, Common starting date is 12/11/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SBNYL (Signature Bank) -47.06%
Aug 2022 – Aug 2025
-36.93%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SBNYL (Signature Bank) 534.59%
May 2023 – May 2026
-25.67%
Jan 2021 – Jan 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return