Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMBN (Benchmark Bankshares Inc) | 14.15% | 43.49% | 22.78% | 17.57% | 15.18% | 15.76% | 11.46% | … | … |
Data as of 06/04/2026, Common starting date is 01/12/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMBN (Benchmark Bankshares Inc) | 01/12/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | 43.49 | 22.78 | 17.57 | 15.18 | 15.76 | 11.46 | … | … | 14.15 | 28.23 | 17.29 | 5.82 | -4.41 | 52.38 | -10.27 | -3.27 | 3.88 | 28.16 | 29.44 | 8.43 | 13.12 | 17.00 | 40.69 | 9.89 | 1.59 | 19.38 | -21.97 | -2.98 | 4.42 | -6.86 | 30.64 | 20.57 | 28.27 | 14.81 | -10.71 | -20.37 |
| Sharpe Ratio | NA | 2.25 | 1.03 | 0.73 | 0.57 | NA | NA | … | … | 3.01 | 1.63 | 0.44 | 0.11 | -0.26 | 1.83 | -0.23 | -0.33 | 0.15 | 1.22 | 1.55 | 0.65 | 0.54 | 0.93 | 1.70 | 0.38 | 0.05 | 0.36 | -0.67 | -0.46 | 0.10 | -0.51 | 1.35 | 0.81 | 0.54 | 0.31 | -0.28 | -0.75 |
| Standard Deviation(%) | NA | 18.68 | 19.16 | 21.02 | 24.04 | NA | NA | … | … | 12.77 | 17.11 | 24.34 | 13.83 | 22.55 | 28.74 | 45.40 | 14.15 | 16.78 | 22.74 | 18.88 | 12.84 | 24.39 | 18.17 | 24.09 | 26.01 | 30.84 | 53.66 | 34.31 | 12.92 | 11.47 | 17.86 | 22.00 | 24.55 | 50.25 | 40.34 | 53.09 | 32.35 |
| Draw Down(%) | NA | 5.71 | 17.96 | 22.48 | 32.75 | NA | NA | … | … | 3.37 | 6.25 | 17.96 | 6.25 | 20.90 | 9.90 | 28.21 | 10.17 | 12.24 | 11.67 | 8.24 | 10.00 | 12.93 | 8.36 | 18.00 | 14.58 | 21.50 | 28.77 | 34.89 | 13.69 | 5.44 | 15.59 | 8.76 | 12.73 | 26.67 | 12.82 | 27.27 | 31.58 |
| Yield(%) | 0.00 | 3.35 | 3.76 | 3.97 | 5.19 | 8.00 | 5.67 | … | … | 0.00 | 5.23 | 3.57 | 3.47 | 2.89 | 4.00 | 3.35 | 2.76 | 2.40 | 2.58 | 3.05 | 2.89 | 3.09 | 3.49 | 4.16 | 4.10 | 4.00 | 4.57 | 3.40 | 2.96 | 2.93 | 2.53 | 2.84 | 3.18 | 1.80 | 5.84 | 3.05 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/12/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMBN (Benchmark Bankshares Inc) |
-10.58%
Feb 2006 – Feb 2009 |
-2.55%
Feb 2004 – Feb 2009 |
1.18%
Feb 1999 – Feb 2009 |
6.68%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMBN (Benchmark Bankshares Inc) |
28.20%
Sep 2011 – Sep 2014 |
22.70%
Sep 2020 – Sep 2025 |
17.93%
Nov 2008 – Nov 2018 |
15.76%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart