Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WASH (Washington Trust Bancorp, Inc.) | 21.03% | 34.08% | 14.81% | -2.90% | 4.07% | 7.85% | 6.07% | … | … |
Data as of 06/09/2026, Common starting date is 06/08/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WASH (Washington Trust Bancorp, Inc.) | 06/08/1987 | 06/09/2026 |
| 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.22 | 34.08 | 14.81 | -2.90 | 4.07 | 7.85 | 6.07 | … | … | 21.03 | 1.69 | 2.68 | -26.09 | -12.49 | 30.86 | -11.78 | 17.70 | -7.75 | -2.21 | 46.85 | 1.85 | 11.58 | 46.28 | 14.44 | 13.40 | 46.67 | -17.20 | -18.86 | -6.03 | 9.61 | -8.31 | 14.75 | 38.70 | 5.61 | 39.92 | -19.21 | -16.93 | -38.57 | 12.90 | 6.90 | 33.33 | -12.12 | 41.43 | 48.94 | 6.82 | -53.19 | -12.96 | 20.00 | -32.84 |
| Sharpe Ratio | NA | 0.88 | 0.35 | -0.18 | 0.06 | NA | NA | … | … | 0.97 | -0.04 | -0.02 | -0.72 | -0.63 | 1.08 | -0.21 | 0.77 | -0.40 | -0.12 | 1.89 | 0.09 | 0.51 | 2.18 | 0.61 | 0.30 | 1.26 | -0.29 | -0.29 | -0.26 | 0.19 | -0.35 | 0.46 | 1.12 | 0.13 | 1.06 | -0.76 | -0.51 | -0.67 | 0.16 | 0.06 | 0.65 | -0.23 | 0.60 | 1.02 | 0.11 | -2.22 | -1.01 | 0.71 | -2.44 |
| Standard Deviation(%) | NA | 34.83 | 37.53 | 34.26 | 33.89 | NA | NA | … | … | 43.62 | 29.37 | 39.62 | 41.47 | 22.21 | 28.48 | 57.50 | 21.12 | 22.72 | 24.87 | 24.69 | 21.43 | 22.80 | 21.21 | 23.62 | 44.57 | 36.95 | 58.97 | 67.00 | 35.25 | 32.74 | 29.94 | 30.09 | 33.90 | 33.91 | 36.03 | 31.01 | 39.58 | 63.20 | 58.06 | 53.44 | 45.10 | 65.80 | 65.42 | 44.99 | 25.94 | 26.41 | 18.79 | 21.06 | 22.30 |
| Draw Down(%) | NA | 17.65 | 32.25 | 60.33 | 60.33 | NA | NA | … | … | 17.65 | 21.78 | 24.24 | 52.49 | 23.24 | 15.55 | 47.24 | 15.64 | 24.71 | 16.66 | 11.29 | 10.69 | 14.31 | 8.45 | 13.14 | 20.03 | 17.31 | 43.52 | 39.57 | 18.32 | 16.12 | 18.95 | 14.97 | 14.59 | 18.36 | 20.83 | 22.09 | 31.40 | 54.29 | 32.70 | 31.40 | 11.36 | 44.37 | 13.51 | 13.89 | 22.22 | 53.19 | 20.35 | 22.58 | 39.19 |
| Yield(%) | 0.00 | 8.07 | 7.82 | 4.02 | 5.18 | 7.70 | 5.80 | … | … | 3.88 | 7.45 | 5.24 | 4.73 | 3.82 | 4.72 | 3.83 | 4.18 | 3.32 | 2.76 | 3.87 | 3.43 | 3.36 | 3.82 | 3.90 | 3.92 | 5.27 | 4.20 | 3.42 | 3.50 | 2.94 | 2.47 | 2.60 | 3.81 | 2.84 | 3.64 | 2.13 | 0.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 06/08/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WASH (Washington Trust Bancorp, Inc.) |
-27.18%
Sep 1996 – Sep 1999 |
-14.28%
Aug 1994 – Aug 1999 |
-5.90%
Sep 1989 – Sep 1999 |
-2.99%
Jul 1987 – Jul 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WASH (Washington Trust Bancorp, Inc.) |
44.95%
Aug 1991 – Aug 1994 |
29.13%
Sep 1991 – Sep 1996 |
18.20%
Feb 2009 – Feb 2019 |
11.35%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison Chart