Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUBAP (Atlantic Union Bankshares Corporation) | NA | 15.93% | 6.56% | NA | NA | NA | NA | … | … |
Data as of 04/01/2025, Common starting date is 06/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUBAP (Atlantic Union Bankshares Corporation) | 06/04/2020 | 04/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.93 | 6.56 | NA | NA | NA | NA | … | … | 11.88 | 17.37 | -7.64 | -5.65 | 7.54 | 13.65 |
| Sharpe Ratio | NA | 0.59 | 0.08 | NA | NA | NA | NA | … | … | 3.92 | 0.53 | -0.30 | -0.48 | 0.67 | 2.73 |
| Standard Deviation(%) | NA | 16.09 | 27.11 | NA | NA | NA | NA | … | … | 14.01 | 20.48 | 39.67 | 14.71 | 11.19 | 9.04 |
| Draw Down(%) | NA | 10.37 | 35.51 | NA | NA | NA | NA | … | … | 3.43 | 11.35 | 35.51 | 13.55 | 4.22 | 3.74 |
| Yield(%) | 0.00 | 7.35 | 6.60 | 6.47 | 3.23 | 2.16 | 1.62 | … | … | 1.83 | 8.09 | 6.97 | 6.20 | 6.27 | 3.26 |
Data as of 04/01/2025, Common starting date is 06/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUBAP (Atlantic Union Bankshares Corporation) |
-3.69%
Oct 2020 – Oct 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUBAP (Atlantic Union Bankshares Corporation) |
6.07%
Feb 2022 – Feb 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart