Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASRVP (Ameriserv Financial Capital Trust I PFD A GTD 8.45) | NA | 7.42% | 7.80% | 8.75% | 8.84% | 9.20% | 9.75% | … | … |
Data as of 10/08/2021, Common starting date is 06/04/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASRVP (Ameriserv Financial Capital Trust I PFD A GTD 8.45) | 06/04/1998 | 10/08/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.42 | 7.80 | 8.75 | 8.84 | 9.20 | 9.75 | … | … | 5.23 | 1.67 | -9.42 | 5.07 | 11.45 | -2.62 | -5.42 | 9.92 | 0.90 | -2.75 | 9.13 | 20.00 | 0.00 | -18.53 | -2.19 | 0.00 | -0.12 | 1.33 | 11.11 | 0.40 | 12.56 | -1.25 | -21.57 | 0.00 |
| Sharpe Ratio | NA | 0.32 | 0.27 | 0.33 | 0.34 | NA | NA | … | … | 0.27 | 0.05 | -0.47 | 0.13 | 0.62 | -0.14 | -0.28 | 0.43 | 0.03 | -0.11 | 0.48 | 0.40 | 0.00 | -0.25 | -0.27 | -0.59 | -0.32 | 0.03 | 0.27 | -0.03 | 0.34 | -0.13 | -1.16 | -0.18 |
| Standard Deviation(%) | NA | 23.27 | 26.28 | 24.55 | 24.50 | NA | NA | … | … | 25.04 | 26.52 | 23.13 | 29.67 | 17.57 | 19.60 | 19.21 | 22.99 | 33.24 | 25.76 | 18.94 | 49.55 | 68.39 | 78.68 | 19.03 | 5.58 | 7.23 | 11.25 | 38.56 | 25.55 | 30.30 | 40.71 | 21.37 | 17.46 |
| Draw Down(%) | NA | 13.74 | 21.94 | 21.94 | 21.94 | NA | NA | … | … | 13.74 | 18.00 | 10.56 | 9.02 | 10.30 | 10.28 | 17.68 | 11.76 | 12.65 | 15.80 | 7.96 | 14.12 | 33.33 | 44.19 | 13.07 | 2.53 | 4.12 | 7.16 | 29.04 | 26.12 | 9.31 | 22.28 | 23.08 | 4.81 |
| Yield(%) | 0.00 | 7.57 | 7.62 | 7.94 | 8.25 | 8.40 | 9.24 | … | … | 5.60 | 7.46 | 7.42 | 7.44 | 7.85 | 7.88 | 7.94 | 8.25 | 8.06 | 8.41 | 8.83 | 10.60 | 10.60 | 8.64 | 8.45 | 8.36 | 8.39 | 8.51 | 9.46 | 9.54 | 10.60 | 11.08 | 8.31 | 5.53 |
Data as of 10/08/2021, Common starting date is 06/04/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASRVP (Ameriserv Financial Capital Trust I PFD A GTD 8.45) |
-3.68%
Mar 2006 – Mar 2009 |
1.32%
Mar 2004 – Mar 2009 |
5.51%
Mar 1999 – Mar 2009 |
8.50%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASRVP (Ameriserv Financial Capital Trust I PFD A GTD 8.45) |
25.35%
Apr 2003 – Apr 2006 |
18.54%
Mar 2009 – Mar 2014 |
14.55%
Apr 2003 – Apr 2013 |
13.28%
May 2000 – May 2015 |
Annualized Rolling Returns Comparison Chart