Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBC (Eastern Bankshares Inc) | 12.38% | 44.35% | 19.65% | 1.52% | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 10/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBC (Eastern Bankshares Inc) | 10/16/2020 | 06/15/2026 |
| 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 (%) | -0.20 | 44.35 | 19.65 | 1.52 | NA | NA | NA | … | … | 12.38 | 10.12 | 25.13 | -14.99 | -12.73 | 25.56 | 36.94 |
| Sharpe Ratio | NA | 1.35 | 0.56 | -0.01 | NA | NA | NA | … | … | 1.20 | 0.23 | 0.64 | -0.43 | -0.57 | 1.06 | 15.44 |
| Standard Deviation(%) | NA | 28.61 | 32.11 | 32.66 | NA | NA | NA | … | … | 26.54 | 32.27 | 33.41 | 43.55 | 25.14 | 23.98 | 23.24 |
| Draw Down(%) | NA | 15.04 | 25.03 | 51.75 | NA | NA | NA | … | … | 15.04 | 25.03 | 16.41 | 41.21 | 22.91 | 20.38 | 4.41 |
| Yield(%) | 0.00 | 3.71 | 3.70 | 2.04 | 1.97 | 1.32 | 0.99 | … | … | 1.51 | 3.01 | 3.20 | 2.39 | 1.93 | 1.91 | 0.00 |
Data as of 06/15/2026, Common starting date is 10/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBC (Eastern Bankshares Inc) |
-14.12%
Apr 2021 – Apr 2024 |
0.08%
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 |
|---|---|---|---|---|
| EBC (Eastern Bankshares Inc) |
25.87%
May 2023 – May 2026 |
7.85%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart