Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BFTL (The Bank of Fincastle) | NA | 54.76% | 11.57% | NA | NA | NA | NA | -24.50% |
Data as of 07/01/2021, AR inception is 07/06/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFTL (The Bank of Fincastle) | 07/06/2016 | 07/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.25 | 54.76 | 11.57 | NA | NA | NA | NA | -24.50 | 43.81 | -29.37 | 28.00 | 16.28 | -63.87 | -40.50 |
| Sharpe Ratio | NA | 1.31 | 0.27 | NA | NA | NA | NA | -0.47 | 4.46 | -0.53 | 1.11 | 0.52 | -1.03 | -1.35 |
| Standard Deviation(%) | NA | 41.71 | 39.27 | NA | NA | NA | NA | 44.64 | 24.23 | 55.75 | 24.04 | 28.80 | 62.50 | 48.47 |
| Draw Down(%) | NA | 19.28 | 41.54 | NA | NA | NA | NA | 81.00 | 3.53 | 40.63 | 10.00 | 21.48 | 71.03 | 50.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/01/2021, AR inception is 07/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFTL (The Bank of Fincastle) |
-31.11%
Mar 2017 - Mar 2020 |
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 |
|---|---|---|---|---|
| BFTL (The Bank of Fincastle) |
11.57%
Jun 2018 - Jun 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart