Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COFS (ChoiceOne Financial Services, Inc.) | 7.39% | 13.59% | 18.58% | 8.05% | 7.30% | 11.38% | 6.91% | … | … |
Data as of 06/04/2026, Common starting date is 06/21/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COFS (ChoiceOne Financial Services, Inc.) | 06/21/2001 | 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 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 13.59 | 18.58 | 8.05 | 7.30 | 11.38 | 6.91 | … | … | 7.39 | -12.23 | 26.25 | 5.27 | 14.42 | -10.86 | -0.86 | 34.17 | 8.01 | 3.19 | 2.82 | 6.50 | 38.72 | 22.34 | 22.04 | 6.64 | 40.10 | 16.12 | -28.78 | -25.84 | -0.61 | -16.78 | 39.40 | 25.10 | 7.87 | 7.12 |
| Sharpe Ratio | NA | 0.28 | 0.41 | 0.17 | 0.15 | NA | NA | … | … | 0.65 | -0.54 | 0.47 | 0.05 | 0.47 | -0.35 | -0.02 | 1.67 | 0.26 | 0.12 | 0.15 | 0.31 | 1.60 | 1.25 | 0.52 | 0.09 | 1.02 | 0.19 | -0.44 | -0.52 | -0.23 | -1.15 | 1.41 | 0.71 | 0.31 | 0.24 |
| Standard Deviation(%) | NA | 28.00 | 38.43 | 33.55 | 33.27 | NA | NA | … | … | 25.75 | 28.53 | 47.76 | 35.50 | 27.97 | 31.15 | 55.06 | 19.59 | 25.74 | 20.58 | 17.65 | 20.84 | 24.12 | 17.92 | 43.00 | 76.84 | 39.21 | 86.56 | 67.89 | 55.44 | 17.79 | 16.51 | 27.33 | 34.55 | 21.49 | 52.54 |
| Draw Down(%) | NA | 15.27 | 34.91 | 42.18 | 49.06 | NA | NA | … | … | 10.29 | 28.65 | 26.18 | 42.18 | 28.15 | 25.40 | 49.04 | 5.05 | 16.33 | 8.89 | 9.79 | 7.44 | 7.53 | 7.12 | 13.40 | 46.43 | 13.89 | 35.54 | 46.24 | 35.86 | 9.92 | 16.78 | 10.96 | 17.52 | 13.79 | 16.03 |
| Yield(%) | 0.00 | 3.97 | 5.20 | 4.07 | 4.72 | 8.39 | 4.40 | … | … | 1.00 | 3.26 | 3.59 | 3.75 | 3.93 | 3.23 | 2.60 | 5.60 | 3.14 | 2.97 | 2.86 | 2.87 | 3.45 | 3.76 | 4.08 | 4.00 | 5.33 | 5.78 | 5.44 | 3.85 | 3.55 | 3.07 | 3.99 | 5.13 | 5.62 | 1.49 |
Data as of 06/04/2026, Common starting date is 06/21/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COFS (ChoiceOne Financial Services, Inc.) |
-30.32%
Jan 2006 – Jan 2009 |
-17.73%
Jan 2004 – Jan 2009 |
2.57%
Oct 2004 – Oct 2014 |
5.19%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COFS (ChoiceOne Financial Services, Inc.) |
38.87%
May 2009 – May 2012 |
31.87%
Jan 2009 – Jan 2014 |
21.01%
Jan 2009 – Jan 2019 |
15.66%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart