Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBFV (CB Financial Services, Inc.) | -0.09% | 24.37% | 26.96% | 13.72% | 8.66% | 8.60% | 8.22% | … | … |
Data as of 06/04/2026, Common starting date is 10/08/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBFV (CB Financial Services, Inc.) | 10/08/2003 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.22 | 24.37 | 26.96 | 13.72 | 8.66 | 8.60 | 8.22 | … | … | -0.09 | 25.99 | 25.11 | 16.48 | -7.16 | 25.71 | -30.77 | 26.28 | -14.95 | 19.79 | 17.24 | 19.97 | 5.16 | 8.48 | -5.49 | 15.47 | 32.64 | 21.24 | -23.98 | 9.76 | 7.06 | 19.13 | -1.32 | 3.75 |
| Sharpe Ratio | NA | 0.92 | 0.94 | 0.48 | 0.26 | NA | NA | … | … | 0.35 | 0.90 | 0.76 | 0.45 | -0.33 | 1.05 | -0.64 | 1.14 | -0.66 | 0.71 | 0.82 | 1.17 | 0.31 | 0.26 | -0.15 | 0.64 | 1.35 | 0.60 | -0.72 | 0.31 | 0.11 | 0.92 | -0.12 | 0.92 |
| Standard Deviation(%) | NA | 26.04 | 26.67 | 25.91 | 28.59 | NA | NA | … | … | 24.78 | 25.65 | 28.10 | 28.93 | 26.33 | 24.40 | 48.35 | 21.74 | 24.72 | 27.09 | 20.78 | 17.02 | 16.78 | 32.13 | 37.70 | 24.08 | 24.08 | 35.38 | 34.58 | 21.23 | 32.05 | 18.41 | 19.20 | 18.08 |
| Draw Down(%) | NA | 9.93 | 21.15 | 27.33 | 50.76 | NA | NA | … | … | 9.74 | 15.38 | 21.15 | 25.44 | 21.53 | 16.15 | 45.79 | 12.82 | 34.83 | 13.46 | 16.88 | 5.42 | 6.34 | 15.04 | 14.01 | 7.69 | 12.45 | 14.06 | 32.75 | 14.08 | 24.29 | 6.25 | 12.36 | 4.92 |
| Yield(%) | 0.00 | 3.80 | 5.48 | 4.56 | 4.46 | 5.17 | 5.49 | … | … | 1.62 | 3.60 | 4.19 | 4.62 | 3.99 | 4.90 | 3.14 | 3.92 | 2.97 | 3.38 | 3.87 | 4.27 | 4.25 | 4.42 | 4.00 | 4.69 | 5.40 | 5.92 | 3.96 | 3.34 | 2.81 | 3.21 | 2.67 | 1.33 |
Data as of 06/04/2026, Common starting date is 10/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBFV (CB Financial Services, Inc.) |
-13.58%
Jan 2018 – Jan 2021 |
-7.28%
May 2018 – May 2023 |
3.63%
Sep 2010 – Sep 2020 |
3.50%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBFV (CB Financial Services, Inc.) |
27.54%
May 2023 – May 2026 |
19.60%
Jan 2021 – Jan 2026 |
12.75%
Sep 2008 – Sep 2018 |
9.64%
Nov 2004 – Nov 2019 |
Annualized Rolling Returns Comparison Chart