Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BORTP (Bank of Botetourt) | 3.04% | 23.43% | NA | NA | NA | NA | NA | 12.79% |
Data as of 07/02/2025, AR inception is 03/10/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BORTP (Bank of Botetourt) | 03/10/2023 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.43 | NA | NA | NA | NA | NA | 12.79 | 3.04 | 17.51 | 5.06 |
| Sharpe Ratio | NA | 2.62 | NA | NA | NA | NA | NA | 1.13 | 1.09 | 1.16 | 0.80 |
| Standard Deviation(%) | NA | 7.71 | NA | NA | NA | NA | NA | 6.67 | 3.04 | 9.45 | 3.16 |
| Draw Down(%) | NA | 0.00 | NA | NA | NA | NA | NA | 5.17 | 0.00 | 5.17 | 0.00 |
| Yield(%) | 0.00 | 6.89 | 4.90 | 2.94 | 1.47 | 0.98 | 0.74 | 7.35 | 2.97 | 6.53 | 4.90 |
Data as of 07/02/2025, AR inception is 03/10/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BORTP (Bank of Botetourt) |
0.00%
NA |
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 |
|---|---|---|---|---|
| BORTP (Bank of Botetourt) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart