Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUB (Atlantic Union Bankshares Corporation) | 9.03% | 32.07% | 16.70% | 2.37% | 6.71% | 11.16% | 2.74% | … | … |
Data as of 06/04/2026, Common starting date is 10/07/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUB (Atlantic Union Bankshares Corporation) | 10/07/1993 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 32.07 | 16.70 | 2.37 | 6.71 | 11.16 | 2.74 | … | … | 9.03 | -2.72 | 7.48 | 8.14 | -2.63 | 16.51 | -8.90 | 36.63 | -20.14 | 3.67 | 45.99 | 7.91 | -0.60 | 61.43 | 21.77 | -7.92 | 21.57 | -49.00 | 21.62 | -28.67 | -27.47 | 14.73 | 28.75 | 14.24 | 71.51 | 63.17 | -28.49 | -16.43 | -20.23 | 75.50 | -3.85 | 44.44 | 9.09 | 0.00 |
| Sharpe Ratio | NA | 0.95 | 0.44 | -0.02 | 0.14 | NA | NA | … | … | 0.71 | -0.16 | 0.12 | 0.11 | -0.14 | 0.50 | -0.13 | 1.36 | -0.90 | 0.12 | 1.92 | 0.33 | -0.03 | 3.11 | 0.82 | -0.17 | 0.43 | -0.57 | 0.25 | -0.64 | -0.61 | 0.35 | 1.08 | 0.44 | 2.01 | 1.12 | -0.59 | -0.42 | -0.50 | 2.02 | -0.23 | 0.70 | 0.09 | -0.03 |
| Standard Deviation(%) | NA | 28.83 | 33.41 | 33.53 | 35.99 | NA | NA | … | … | 28.14 | 35.07 | 32.22 | 41.11 | 28.58 | 32.74 | 68.05 | 25.79 | 24.01 | 24.61 | 23.86 | 23.75 | 20.73 | 19.72 | 26.79 | 47.15 | 49.57 | 85.78 | 83.04 | 49.57 | 51.09 | 36.05 | 25.65 | 30.73 | 35.05 | 55.10 | 55.53 | 46.71 | 47.07 | 35.42 | 32.23 | 58.06 | 69.37 | 86.54 |
| Draw Down(%) | NA | 18.33 | 44.74 | 44.74 | 52.05 | NA | NA | … | … | 18.33 | 38.40 | 14.70 | 41.26 | 26.12 | 21.51 | 47.80 | 14.55 | 35.96 | 17.56 | 15.77 | 16.94 | 19.11 | 8.48 | 10.34 | 31.87 | 36.28 | 63.40 | 44.69 | 39.67 | 40.75 | 21.75 | 18.98 | 19.08 | 22.32 | 32.13 | 39.41 | 32.50 | 32.63 | 10.44 | 13.76 | 18.52 | 26.67 | 18.52 |
| Yield(%) | 0.00 | 4.87 | 5.05 | 3.15 | 4.01 | 7.45 | 3.06 | … | … | 2.08 | 3.76 | 3.57 | 3.46 | 3.06 | 3.36 | 2.65 | 3.30 | 2.44 | 2.28 | 3.08 | 2.87 | 2.36 | 3.30 | 2.72 | 1.86 | 2.03 | 1.21 | 3.63 | 2.42 | 2.09 | 2.02 | 2.20 | 2.16 | 3.25 | 4.52 | 1.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/07/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUB (Atlantic Union Bankshares Corporation) |
-32.87%
Feb 2006 – Feb 2009 |
-22.72%
Sep 2006 – Sep 2011 |
-4.14%
Feb 2006 – Feb 2016 |
-1.78%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUB (Atlantic Union Bankshares Corporation) |
54.53%
Sep 2000 – Sep 2003 |
41.24%
Nov 2000 – Nov 2005 |
16.94%
Dec 1994 – Dec 2004 |
12.04%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart