Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CARV (Carver Bancorp, Inc.) | 14.67% | 9.33% | -28.86% | -18.02% | -9.74% | -22.51% | -20.55% | -11.76% |
Data as of 07/30/2025, AR inception is 10/25/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CARV (Carver Bancorp, Inc.) | 10/25/1994 | 07/30/2025 |
| 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -17.90 | 9.33 | -28.86 | -18.02 | -9.74 | -22.51 | -20.55 | -11.76 | 14.67 | -5.08 | -52.07 | -51.87 | 31.59 | 167.08 | -18.46 | 2.41 | -9.63 | -14.13 | -40.00 | -10.59 | 65.25 | -48.97 | -70.96 | -78.43 | 94.41 | -61.34 | -10.83 | 3.27 | -21.63 | -20.33 | 129.28 | 25.26 | -7.24 | -11.99 | 27.14 | -46.15 | 96.97 | -8.33 | 44.00 | -18.37 |
| Sharpe Ratio | NA | 0.33 | -0.42 | -0.21 | -0.09 | NA | NA | -0.14 | 0.99 | -0.16 | -0.93 | -0.69 | 0.25 | 1.03 | -0.26 | 0.01 | -0.08 | -0.13 | -0.52 | -0.14 | 0.85 | -0.33 | -0.31 | -0.64 | 0.62 | -0.96 | -0.41 | 0.00 | -2.32 | -1.11 | 5.87 | 0.85 | -0.42 | -0.38 | 0.41 | -1.95 | 2.57 | -0.29 | 1.05 | -1.51 |
| Standard Deviation(%) | NA | 65.84 | 65.61 | 84.32 | 110.16 | NA | NA | 93.35 | 70.93 | 71.69 | 60.89 | 77.04 | 124.75 | 161.59 | 75.07 | 157.98 | 129.22 | 112.85 | 77.10 | 78.08 | 77.03 | 147.40 | 231.29 | 121.77 | 150.93 | 64.57 | 33.61 | 13.15 | 10.27 | 19.11 | 21.92 | 28.28 | 23.34 | 42.54 | 58.10 | 25.40 | 36.18 | 40.68 | 38.24 | 46.84 |
| Draw Down(%) | NA | 36.10 | 80.36 | 95.43 | 95.43 | NA | NA | 99.62 | 30.69 | 43.42 | 76.55 | 68.71 | 67.77 | 56.96 | 47.38 | 75.36 | 58.98 | 49.61 | 52.84 | 64.58 | 40.25 | 73.50 | 96.39 | 82.28 | 71.78 | 68.11 | 24.15 | 13.50 | 24.34 | 30.37 | 5.88 | 30.15 | 20.10 | 44.23 | 37.08 | 51.88 | 12.05 | 21.33 | 19.77 | 21.88 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.54 | 1.11 | 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 | 1.76 | 7.69 | 2.86 | 2.45 | 2.22 | 1.50 | 0.96 | 1.76 | 0.52 | 0.53 | 0.46 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/30/2025, AR inception is 10/25/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARV (Carver Bancorp, Inc.) |
-68.26%
Dec 2009 - Dec 2012 |
-58.07%
Jun 2007 - Jun 2012 |
-36.85%
Jan 2006 - Jan 2016 |
-27.37%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARV (Carver Bancorp, Inc.) |
60.44%
Sep 2018 - Sep 2021 |
33.66%
Jan 2016 - Jan 2021 |
12.77%
Dec 1994 - Dec 2004 |
4.01%
Dec 1994 - Dec 2009 |
Annualized Rolling Returns Comparison Chart