Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CZBT (Citizens Bancorp of Virginia Inc) | 14.83% | 38.23% | 15.59% | 12.62% | 10.13% | 10.59% | 7.96% | … | … |
Data as of 06/04/2026, Common starting date is 10/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CZBT (Citizens Bancorp of Virginia Inc) | 10/07/2003 | 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 (%) | -0.78 | 38.23 | 15.59 | 12.62 | 10.13 | 10.59 | 7.96 | … | … | 14.83 | 19.65 | 4.87 | 5.38 | 28.67 | 0.79 | -3.11 | 12.71 | 0.26 | 0.51 | 32.37 | -8.22 | 32.07 | 9.86 | 15.92 | 18.41 | 8.25 | 16.62 | -21.45 | -15.56 | 13.72 | -9.30 | 23.38 | 6.45 |
| Sharpe Ratio | NA | 1.15 | 0.48 | 0.37 | 0.30 | NA | NA | … | … | 1.14 | 0.61 | 0.05 | 0.09 | 1.47 | 0.02 | -0.08 | 0.61 | -0.04 | -0.01 | 0.89 | -0.46 | 1.38 | 0.22 | 0.89 | 0.73 | 0.24 | 0.24 | -0.65 | -1.03 | 0.92 | -0.82 | 1.19 | 1.41 |
| Standard Deviation(%) | NA | 33.84 | 26.94 | 27.03 | 27.61 | NA | NA | … | … | 35.35 | 27.67 | 25.74 | 18.78 | 18.58 | 36.03 | 43.07 | 18.31 | 25.66 | 18.98 | 35.96 | 17.76 | 23.17 | 43.74 | 18.00 | 25.09 | 34.40 | 68.61 | 34.23 | 18.16 | 11.30 | 14.03 | 18.79 | 21.29 |
| Draw Down(%) | NA | 13.00 | 17.10 | 22.61 | 31.96 | NA | NA | … | … | 10.84 | 13.00 | 14.90 | 12.15 | 7.90 | 22.61 | 28.16 | 8.56 | 18.42 | 12.13 | 16.67 | 18.28 | 9.35 | 20.06 | 10.87 | 8.20 | 15.69 | 25.00 | 29.47 | 17.94 | 2.70 | 12.18 | 7.50 | 4.35 |
| Yield(%) | 0.00 | 4.03 | 4.01 | 4.06 | 4.56 | 5.85 | 4.48 | … | … | 1.76 | 3.83 | 2.73 | 3.75 | 4.08 | 3.16 | 3.80 | 4.09 | 3.84 | 3.31 | 4.12 | 3.45 | 4.27 | 4.36 | 4.59 | 5.19 | 6.04 | 5.90 | 4.42 | 3.40 | 3.99 | 3.09 | 3.52 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/07/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZBT (Citizens Bancorp of Virginia Inc) |
-16.16%
Jan 2006 – Jan 2009 |
-8.27%
Jan 2004 – Jan 2009 |
3.31%
Jul 2004 – Jul 2014 |
4.50%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZBT (Citizens Bancorp of Virginia Inc) |
24.71%
Jan 2009 – Jan 2012 |
19.06%
Jan 2009 – Jan 2014 |
16.21%
Jan 2009 – Jan 2019 |
12.08%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart