Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CYVF (Crystal Valley Financial Corp) | 5.64% | 23.62% | 12.46% | 7.60% | 11.41% | 14.69% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CYVF (Crystal Valley Financial Corp) | 05/17/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.33 | 23.62 | 12.46 | 7.60 | 11.41 | 14.69 | NA | … | … | 5.64 | 19.73 | 8.13 | 6.43 | -7.90 | 27.10 | -2.51 | 16.29 | -2.83 | 29.08 | 23.96 | 32.76 | 21.77 | 41.48 | 16.58 | -1.76 | 30.03 | -32.41 | -22.12 | -13.87 |
| Sharpe Ratio | NA | 2.20 | 0.71 | 0.45 | 0.64 | NA | NA | … | … | 2.15 | 1.40 | 0.29 | 0.14 | -0.79 | 1.95 | -0.09 | 1.32 | -0.41 | 2.72 | 1.80 | 1.91 | 1.10 | 2.31 | 0.54 | -0.06 | 0.52 | -0.60 | -0.54 | -1.51 |
| Standard Deviation(%) | NA | 11.74 | 14.02 | 14.40 | 15.86 | NA | NA | … | … | 10.75 | 12.06 | 15.39 | 20.47 | 11.84 | 13.88 | 29.87 | 11.23 | 10.38 | 10.50 | 13.15 | 17.11 | 19.80 | 17.96 | 31.03 | 29.99 | 57.62 | 54.47 | 42.60 | 15.99 |
| Draw Down(%) | NA | 4.00 | 8.67 | 16.60 | 25.87 | NA | NA | … | … | 2.82 | 4.00 | 7.35 | 12.14 | 16.09 | 4.84 | 25.65 | 4.41 | 13.11 | 3.06 | 4.46 | 7.01 | 6.68 | 4.69 | 11.53 | 15.63 | 31.32 | 39.26 | 30.69 | 17.19 |
| Yield(%) | 0.00 | 3.45 | 2.76 | 2.55 | 4.04 | 7.50 | 3.32 | … | … | 1.36 | 2.64 | 2.17 | 2.95 | 2.53 | 2.12 | 2.82 | 2.63 | 2.22 | 2.07 | 1.83 | 2.04 | 2.06 | 3.42 | 2.07 | 1.43 | 2.45 | 3.54 | 3.26 | 1.35 |
Data as of 06/04/2026, Common starting date is 05/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CYVF (Crystal Valley Financial Corp) |
-14.84%
Jun 2007 – Jun 2010 |
-7.92%
Jun 2007 – Jun 2012 |
7.96%
Jun 2007 – Jun 2017 |
7.90%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CYVF (Crystal Valley Financial Corp) |
31.76%
Dec 2012 – Dec 2015 |
29.62%
Dec 2012 – Dec 2017 |
20.38%
Jan 2010 – Jan 2020 |
15.20%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison Chart