Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHRB (Burke & Herbert Financial Services Corp.) | 5.27% | 19.01% | -4.19% | 8.17% | 6.58% | 4.06% | 4.97% | … | … |
Data as of 06/05/2026, Common starting date is 10/08/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHRB (Burke & Herbert Financial Services Corp.) | 10/08/2003 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.40 | 19.01 | -4.19 | 8.17 | 6.58 | 4.06 | 4.97 | … | … | 5.27 | 3.61 | 2.92 | -7.78 | 33.34 | 32.86 | -20.20 | -21.48 | 15.14 | 35.14 | 2.64 | 5.35 | -4.78 | 2.34 | 1.14 | 1.06 | 31.71 | 11.83 | 36.41 | -23.14 | -15.00 | 0.00 | -5.13 | 6.20 |
| Sharpe Ratio | NA | 0.50 | -0.26 | 0.17 | 0.18 | NA | NA | … | … | 0.31 | 0.02 | -0.02 | -0.31 | 0.86 | 1.65 | -0.68 | -1.18 | 2.20 | 2.25 | 0.24 | 0.21 | -0.36 | 0.09 | 0.16 | 0.05 | 0.75 | 0.31 | 0.76 | -1.97 | -1.96 | -0.14 | -0.23 | 2.67 |
| Standard Deviation(%) | NA | 25.19 | 34.51 | 33.96 | 27.36 | NA | NA | … | … | 22.75 | 29.36 | 40.66 | 37.24 | 37.19 | 19.98 | 30.01 | 19.40 | 6.28 | 15.38 | 9.93 | 24.83 | 13.35 | 26.58 | 6.95 | 20.88 | 42.31 | 38.31 | 46.34 | 13.36 | 9.44 | 16.13 | 26.26 | 10.95 |
| Draw Down(%) | NA | 13.49 | 47.57 | 47.88 | 47.88 | NA | NA | … | … | 13.13 | 24.84 | 24.60 | 47.88 | 17.36 | 5.17 | 31.71 | 29.21 | 2.41 | 7.14 | 5.50 | 9.77 | 10.17 | 21.11 | 2.86 | 9.59 | 17.91 | 23.85 | 21.87 | 28.51 | 17.50 | 9.93 | 21.34 | 2.11 |
| Yield(%) | 0.00 | 3.92 | 2.64 | 0.89 | 2.50 | 2.38 | 2.87 | … | … | 1.78 | 3.64 | 3.41 | 2.99 | 2.92 | 3.51 | 3.58 | 2.72 | 3.05 | 3.73 | 3.64 | 3.70 | 3.40 | 3.36 | 3.38 | 3.29 | 3.98 | 3.79 | 3.89 | 1.18 | 0.00 | 0.00 | 0.75 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHRB (Burke & Herbert Financial Services Corp.) |
-13.99%
Sep 2004 – Sep 2007 |
-10.79%
Feb 2004 – Feb 2009 |
-0.07%
Aug 2010 – Aug 2020 |
1.51%
Aug 2005 – Aug 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHRB (Burke & Herbert Financial Services Corp.) |
30.98%
Mar 2008 – Mar 2011 |
16.12%
Nov 2007 – Nov 2012 |
12.44%
May 2008 – May 2018 |
10.26%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison Chart