Correlation
The correlation between CBU and TLT is -0.27. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
CBU vs. TLT
Compare and contrast key facts about Community Bank System, Inc. (CBU) and iShares 20+ Year Treasury Bond ETF (TLT).
TLT is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 20+ Year Treasury Bond Index. It was launched on Jul 26, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CBU or TLT.
Performance
CBU vs. TLT - Performance Comparison
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Key characteristics
CBU:
0.87
TLT:
0.00
CBU:
1.44
TLT:
0.08
CBU:
1.18
TLT:
1.01
CBU:
0.67
TLT:
-0.00
CBU:
2.40
TLT:
-0.02
CBU:
11.87%
TLT:
8.40%
CBU:
34.25%
TLT:
14.48%
CBU:
-66.69%
TLT:
-48.35%
CBU:
-22.77%
TLT:
-42.60%
Returns By Period
In the year-to-date period, CBU achieves a -8.07% return, which is significantly lower than TLT's 0.19% return. Over the past 10 years, CBU has outperformed TLT with an annualized return of 7.67%, while TLT has yielded a comparatively lower -0.69% annualized return.
CBU
-8.07%
2.12%
-17.53%
27.94%
-1.96%
1.93%
7.67%
TLT
0.19%
-2.72%
-6.21%
-0.62%
-6.30%
-9.59%
-0.69%
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Risk-Adjusted Performance
CBU vs. TLT — Risk-Adjusted Performance Rank
CBU
TLT
CBU vs. TLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Community Bank System, Inc. (CBU) and iShares 20+ Year Treasury Bond ETF (TLT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
CBU vs. TLT - Dividend Comparison
CBU's dividend yield for the trailing twelve months is around 3.25%, less than TLT's 4.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBU Community Bank System, Inc. | 3.25% | 2.95% | 3.42% | 2.76% | 2.28% | 2.66% | 2.23% | 2.47% | 2.46% | 2.04% | 3.05% | 3.04% |
TLT iShares 20+ Year Treasury Bond ETF | 4.39% | 4.30% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% | 2.67% |
Drawdowns
CBU vs. TLT - Drawdown Comparison
The maximum CBU drawdown since its inception was -66.69%, which is greater than TLT's maximum drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for CBU and TLT.
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Volatility
CBU vs. TLT - Volatility Comparison
Community Bank System, Inc. (CBU) has a higher volatility of 6.62% compared to iShares 20+ Year Treasury Bond ETF (TLT) at 3.55%. This indicates that CBU's price experiences larger fluctuations and is considered to be riskier than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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