Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BORT (Bank of Botetourt) | 10.37% | 25.44% | 11.05% | 13.26% | 12.18% | 9.78% | NA | 2.96% |
Data as of 07/03/2025, AR inception is 03/24/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BORT (Bank of Botetourt) | 03/24/2008 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 25.44 | 11.05 | 13.26 | 12.18 | 9.78 | NA | 2.96 | 10.37 | 15.86 | 2.63 | -2.76 | 38.35 | -14.17 | 3.33 | 20.21 | 30.93 | 16.05 | 14.44 | 33.41 | 61.51 | -4.58 | -14.63 | -25.00 | -53.85 | -17.46 |
| Sharpe Ratio | NA | 1.37 | 0.51 | 0.55 | 0.46 | NA | NA | 0.07 | 1.01 | 0.84 | -0.09 | -0.26 | 1.38 | -0.37 | 0.19 | 0.75 | 0.82 | 1.98 | 1.02 | 1.32 | 1.53 | -0.13 | -0.37 | -0.57 | -0.89 | -1.90 |
| Standard Deviation(%) | NA | 16.49 | 15.21 | 20.21 | 23.44 | NA | NA | 30.89 | 20.14 | 11.02 | 17.95 | 15.72 | 28.19 | 38.69 | 10.23 | 25.22 | 36.92 | 8.00 | 14.12 | 25.22 | 40.31 | 35.79 | 39.44 | 44.35 | 60.86 | 11.88 |
| Draw Down(%) | NA | 7.27 | 14.74 | 15.21 | 37.34 | NA | NA | 84.31 | 7.27 | 4.50 | 14.74 | 9.30 | 12.86 | 37.34 | 8.14 | 10.85 | 19.13 | 4.00 | 7.80 | 8.46 | 13.45 | 35.48 | 24.26 | 45.90 | 53.85 | 18.75 |
| Yield(%) | 0.00 | 2.98 | 2.87 | 3.25 | 4.20 | 3.73 | 1.13 | 1.33 | 1.40 | 2.82 | 2.69 | 2.59 | 2.94 | 2.39 | 2.21 | 2.43 | 2.87 | 2.78 | 2.59 | 1.70 | 0.55 | 0.00 | 0.44 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 03/24/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BORT (Bank of Botetourt) |
-34.72%
Apr 2008 - Apr 2011 |
-19.42%
Apr 2008 - Apr 2013 |
0.04%
Apr 2008 - Apr 2018 |
1.96%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BORT (Bank of Botetourt) |
51.60%
Aug 2012 - Aug 2015 |
37.41%
Aug 2012 - Aug 2017 |
22.59%
Aug 2012 - Aug 2022 |
9.85%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart