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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BOTJ (Bank of the James Financial Group, Inc.) -11.11% 0.29% 7.19% 11.74% 5.18% 6.69% 2.10% 5.96%
Data as of 07/23/2025, AR inception is 08/10/2000
More Performance Analytics Comparison
Name Start Date End Date
BOTJ (Bank of the James Financial Group, Inc.) 08/10/2000 07/23/2025
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 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return (%) 0.14 0.29 7.19 11.74 5.18 6.69 2.10 5.96 -11.11 34.15 5.77 -21.22 42.15 -18.69 20.13 -11.54 -0.02 19.62 27.36 10.91 63.03 29.38 -32.25 -3.43 -2.89 -37.12 -18.71 -2.82 19.42 15.92 60.16 20.96 16.90 -6.82
Sharpe Ratio NA 0.48 0.12 0.34 0.12 NA NA 0.08 -0.51 0.88 0.07 -0.72 1.12 -0.40 0.75 -0.46 -0.02 0.80 0.66 0.48 1.37 0.44 -0.25 -0.03 -0.02 -0.31 -0.38 -0.12 0.30 0.27 0.79 0.30 0.13 -0.14
Standard Deviation(%) NA 41.12 33.94 34.45 34.09 NA NA 60.11 39.72 34.79 29.39 31.66 37.63 46.86 24.78 27.99 30.50 24.20 41.48 22.62 45.72 66.89 128.17 122.02 141.09 120.78 57.37 50.85 58.12 55.14 74.51 67.31 112.93 147.56
Draw Down(%) NA 27.83 36.55 50.28 50.28 NA NA 79.03 26.15 19.46 33.68 34.17 24.40 48.59 10.09 24.74 14.93 10.63 20.56 9.55 17.85 24.21 43.59 42.03 41.66 59.06 33.36 27.79 23.41 14.35 14.72 12.66 25.05 20.72
Yield(%) 0.00 2.80 2.89 3.14 2.46 2.65 1.42 3.14 1.30 3.27 2.68 1.87 1.69 1.78 2.15 1.60 1.58 1.92 1.63 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 0.00
Data as of 07/23/2025, AR inception is 08/10/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BOTJ (Bank of the James Financial Group, Inc.) -29.75%
Sep 2008 - Sep 2011
-22.71%
Sep 2006 - Sep 2011
-4.63%
Oct 2001 - Oct 2011
-2.94%
Mar 2005 - Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BOTJ (Bank of the James Financial Group, Inc.) 40.91%
Aug 2001 - Aug 2004
28.94%
Dec 2011 - Dec 2016
16.93%
Oct 2011 - Oct 2021
8.23%
Nov 2009 - Nov 2024
Annualized Rolling Returns Comparison Chart