Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CTYP (Community Bankers’ Corporation) 13.79% 54.26% 12.68% 4.76% 6.52% 3.59% 1.88%
Data as of 06/03/2026, Common starting date is 09/24/2003
More Performance Analytics Comparison
Name Start Date End Date
CTYP (Community Bankers’ Corporation) 09/24/2003 06/03/2026
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 (%) 1.01 54.26 12.68 4.76 6.52 3.59 1.88 13.79 51.39 -16.93 -16.32 -4.74 26.42 -10.40 2.20 4.44 26.71 -4.67 -9.63 3.02 5.18 4.97 -10.29 8.70 -1.69 -14.99 -7.61 4.29 3.44 6.57 -0.35
Sharpe Ratio NA 1.40 0.22 0.04 0.12 NA NA 1.10 1.15 -0.45 -0.41 -0.14 0.59 -0.18 0.08 0.24 0.98 -0.10 -1.03 0.42 0.30 0.25 -0.47 0.38 -0.05 -0.32 -0.68 0.05 0.09 0.57 -0.09
Standard Deviation(%) NA 35.68 41.95 45.43 40.30 NA NA 28.38 42.93 45.21 48.67 42.85 44.87 58.19 9.63 12.58 26.75 47.50 9.41 7.08 16.87 19.75 22.10 22.43 32.64 49.72 15.99 18.34 13.41 9.79 21.23
Draw Down(%) NA 10.59 46.67 62.73 62.73 NA NA 10.06 19.00 46.67 29.71 32.77 17.37 38.61 7.70 7.63 9.60 21.06 11.67 3.33 10.00 13.89 23.00 13.64 13.64 31.25 14.14 10.07 7.82 6.46 4.06
Yield(%) 0.00 2.18 1.57 2.13 3.94 3.16 2.49 0.50 2.06 0.00 3.13 4.50 2.54 4.34 4.24 4.11 5.14 4.80 4.04 4.00 3.61 3.43 2.20 3.58 4.73 3.84 3.38 2.89 2.62 2.43 1.12
Data as of 06/03/2026, Common starting date is 09/24/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CTYP (Community Bankers' Corporation) -20.28%
Sep 2021 – Sep 2024
-9.63%
Aug 2019 – Aug 2024
-3.81%
Aug 2014 – Aug 2024
-2.92%
Aug 2009 – Aug 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CTYP (Community Bankers' Corporation) 17.35%
Apr 2019 – Apr 2022
10.45%
Sep 2016 – Sep 2021
6.86%
May 2012 – May 2022
3.41%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return