Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVBC (Blue Valley Ban Corp) | NA | 20.00% | 20.40% | 21.85% | 5.79% | -3.87% | NA | … | … |
Data as of 06/28/2019, Common starting date is 05/05/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVBC (Blue Valley Ban Corp) | 05/05/2004 | 06/28/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.00 | 20.40 | 21.85 | 5.79 | -3.87 | NA | … | … | 28.00 | -4.26 | 23.68 | 18.75 | 23.08 | 8.33 | 33.33 | 9.76 | -36.92 | -36.59 | -31.67 | -51.61 | -7.76 | 14.33 | 26.04 | -3.20 |
| Sharpe Ratio | NA | 0.54 | 0.58 | 0.64 | 0.10 | NA | NA | … | … | 1.44 | -0.16 | 0.72 | 1.01 | 0.52 | 0.37 | 0.58 | 0.16 | -0.42 | -0.56 | -0.28 | -0.89 | -0.41 | 0.54 | 1.42 | -0.36 |
| Standard Deviation(%) | NA | 33.86 | 33.78 | 33.41 | 52.31 | NA | NA | … | … | 44.09 | 35.84 | 32.23 | 18.33 | 43.97 | 22.70 | 57.45 | 62.04 | 88.05 | 64.93 | 111.71 | 59.08 | 26.22 | 20.68 | 16.79 | 16.28 |
| Draw Down(%) | NA | 14.11 | 27.42 | 31.82 | 66.19 | NA | NA | … | … | 14.11 | 27.42 | 16.25 | 7.82 | 31.82 | 16.67 | 36.84 | 35.45 | 48.75 | 46.34 | 70.20 | 55.88 | 22.50 | 12.03 | 5.00 | 14.13 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.27 | 0.22 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.06 | 1.00 | 1.04 | 0.80 |
Data as of 06/28/2019, Common starting date is 05/05/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVBC (Blue Valley Ban Corp) |
-45.26%
Jan 2009 – Jan 2012 |
-37.61%
Jun 2007 – Jun 2012 |
-14.61%
Jun 2004 – Jun 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVBC (Blue Valley Ban Corp) |
35.72%
Sep 2012 – Sep 2015 |
26.09%
Sep 2012 – Sep 2017 |
6.96%
Apr 2009 – Apr 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart